Best Financial Advisor Firms Vermont 2025

Written by AdvisorSearch.org

March 07, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Vermont in 2024.

Best Firms in Vermont

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
Alaska Wealth Advisors		$874.9 million	658	13	$1.3 million
American Investment Services		$1.2 billion	499	7	$2.5 million
Apella Wealth		$4.7 billion	3,976	44	$1.2 million
Broadlake Financial Management		$369.0 million	471	4	$783,479
Brophy Wealth Management		$512.6 million	404	2	$1.3 million
Cambridge Financial Group		$315.2 million	308	3	$1.0 million
Cape ANN Capital		$198.8 million	248	3	$801,590
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Claro Advisors		$1.0 billion	1,019	17	$1.0 million
Clean Yield Asset Management		$538.8 million	241	3	$2.2 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Clinton Investment Management		$3.5 billion	1,846	11	$1.9 million
Connecticut Wealth Management		$3.7 billion	1,391	44	$2.7 million
Cottage Street Advisors		$290.2 million	127	2	$2.3 million
Curbstone Financial Management Corp		$372.0 million	265	6	$1.4 million
Dock Street Asset Management		$905.8 million	161	3	$5.6 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Evanson Asset Management		$5.1 billion	1,005	5	$5.1 million
Excalibur Management Corp		$657.0 million	312	7	$2.1 million
Fagan Associates		$801.6 million	1,749	2	$458,340
Fairfield, Bush & Co		$521.1 million	238	3	$2.2 million
Fairview Capital		$1.8 billion	220	1	$8.0 million
Familywealth Asset Management		$175.1 million	412	4	$424,887
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Foster Group		$3.5 billion	1,829	48	$1.9 million
Frazier Financial Advisors		$929.9 million	676	12	$1.4 million
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Genesis Wealth Advisors		$175.2 million	229	6	$765,055
Geowealth Management		$12.3 billion	49,816	20	$247,576
Gibson Capital		$2.6 billion	243	5	$10.8 million
Glassman Wealth Services		$2.2 billion	383	12	$5.7 million
Godsey & Gibb Wealth Management		$1.4 billion	807	13	$1.7 million
Great Point Wealth Advisors		$545.9 million	323	3	$1.7 million
Hanson & Doremus Investment Management		$849.6 million	594	11	$1.4 million
Hudson Advisor Services		$312.2 million	323	4	$966,635
Hudson Valley Investment Advisors		$1.7 billion	1,410	11	$1.2 million
Intrack Investment Management		$286.2 million	189	4	$1.5 million
Ironwood Investment Counsel		$1.5 billion	532	11	$2.8 million
Jacobi Capital Management		$1.7 billion	2,492	23	$679,151
KCM Investment Advisors		$5.9 billion	1,694	7	$3.5 million
King Wealth Management Group		$931.3 million	674	7	$1.4 million
M. Kraus & Company		$523.5 million	226	4	$2.3 million
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Marotta Wealth Management		$603.8 million	370	9	$1.6 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcrae Capital Management		$815.8 million	839	5	$972,289
Middleton & Company		$1.2 billion	371	6	$3.1 million
Modera Wealth Management		$15.5 billion	6,106	121	$2.5 million
Montis Financial		$1.0 billion	541	17	$1.9 million
MSA Financial		$1.2 billion	1,318	8	$886,946
New England Capital Financial Advisors		$600.0 million	1,163	6	$515,942
Novem Group		$1.4 billion	3,399	32	$415,899
Oak Financial Group		$146.9 million	133	2	$1.1 million
Orgel Wealth Management		$8.1 billion	3,911	31	$2.1 million
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Park Piedmont Advisors		$1.0 billion	544	7	$1.9 million
Parsons Capital Management		$2.1 billion	740	13	$2.8 million
Pathway Financial Advisors		$894.8 million	241	5	$3.7 million
Patten and Patten		$2.1 billion	865	4	$2.4 million
Pinney & Scofield		$749.0 million	293	3	$2.6 million
Portland Global Advisors		$1.0 billion	291	9	$3.5 million
Prentiss Smith & Company		$437.0 million	330	6	$1.3 million
Rebalance		$1.6 billion	652	7	$2.4 million
RED Lighthouse Investment Management		$531.1 million	122	2	$4.4 million
Richmond Capital Management		$6.1 billion	175	8	$35.1 million
Rockbridge Investment Management		$1.7 billion	1,629	12	$1.0 million
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
SKY Investment Group		$850.9 million	380	8	$2.2 million
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Steigerwald, Gordon & Koch - Wealth Advisors		$1.2 billion	688	8	$1.8 million
Stonehearth Capital Management		$386.7 million	509	4	$759,811
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
TFC Financial Management		$1.5 billion	409	10	$3.8 million
The Financial Advisors		$1.1 billion	843	7	$1.3 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
The Wealth Conservatory		$117.4 million	116	3	$1.0 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Wealthcare Capital Management		$3.0 billion	5,066	36	$598,278
Wingate Wealth Advisors		$1.3 billion	620	15	$2.1 million
Zevin Asset Management		$787.8 million	420	4	$1.9 million

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Vermont 2024.

Firm has:

• Jurisdiction in Vermont
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.