888+ advisors registered in Vermont

Financial Advisors in Vermont

Browse verified, SEC-registered advisors, CFPĀ® professionals, and fiduciaries in Vermont. All data sourced from public regulatory databases.

888+
Registered Advisors
in Vermont
713+
Fiduciaries
legally obligated to you
0+
CFPĀ® Professionals
certified planners

Advisors in Vermont

View all 888+ ā†’
LB

Lawrence Barber

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Burlington, VT

Fiduciary RIA
BG

Benjamin Goldstein

EQUITY SERVICES, INC.

Montpelier, VT
OG

Owen Goldenbogen

KEY INVESTMENT SERVICES LLC

South Burlington, VT

Fiduciary RIA
EH

Elizabeth Heeter

ESI FINANCIAL ADVISORS

Montpelier, VT

Fiduciary RIA
CH

Charles Hall

ROCKEFELLER CAPITAL MANAGEMENT

Shelburne, VT

Fiduciary RIA
TB

Timothy Bloomer

CITIZENS SECURITIES, INC.

Rutland, VT

Fiduciary RIA
ST

Susan Terwilliger

CETERA INVESTMENT ADVISERS LLC

Killington, VT

Fiduciary RIA
WE

William Edwards

MORGAN STANLEY

Colchester, VT

Fiduciary RIA
MD

Misty Dodson

EQUITY SERVICES, INC.

Montpelier, VT
Search All 888+ Advisors in Vermont ā†’

Finding a Financial Advisor in Vermont

AdvisorFinders maintains a complete registry of financial advisors registered in Vermont, sourced directly from the SEC's Investment Adviser Registration Depository (IARD) and FINRA's BrokerCheck database. All listings are based on public regulatory data and updated regularly.

When choosing a financial advisor in Vermont, we recommend starting with advisors who hold fiduciary status, meaning they are legally required to act in your best interest. You can also filter by CFPĀ® certification, which indicates a rigorous financial planning credential.

Not sure where to start? Read our guide to fiduciary advisors or how to prepare for your first meeting.