Investment advisers in VT

33 SEC-registered firms · $76.84 billion in regulatory assets · 1 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

Firm	City	Assets	Disclosures
44 North Capital, LLC	Burlington	$125.1 million	0
Antoine Williams & Associates Wealth Management, LLC	Shelburne	$318.9 million	0
Bennington Financial Planning Group	Bennington	$281.5 million	0
Birchview Capital, LP	Burlington	$239.1 million	0
Broadlake Financial Management	South Burlington	$409.6 million	0
Champlain Investment Partners, LLC	Burlington	$10.18 billion	0
Clean Yield Asset Management	Norwich	$571.2 million	0
Copper Leaf Financial, LLC	Williston	$219.6 million	0
Dwv Advisors, LLC	Essex Junction	$156.6 million	0
Equinox Financial Advisors, Inc.	Manchester Center	$110.9 million	0
Esi Financial Advisors	Montpelier	$2.78 billion	9
Farrow Financial Inc	South Burlington	$280.1 million	0
Hanson & Doremus Investment Management	Burlington	$1.06 billion	0
Hutner Capital Management Inc.	Manchester	$271.2 million	0
Intrack Investment Management, Inc.	South Burlington	$275.7 million	0
M. Kraus & Company	Shelburne	$559.3 million	0
Manchester Capital Management LLC	Manchester	$2.83 billion	0
Maple Capital Management, Inc.	Montpelier	$2.58 billion	0
Marble Trail Advisors	Middlebury	$582.7 million	0
Milne Financial Planning, Inc.	Saint Johnsbury	$111.3 million	0
Nlg Capital LLC	Montpelier	$46.55 billion	0
One Day in July LLC	Burlington	$1.36 billion	0
Otto & Associates, Inc.	Norwich	$286.6 million	0
Pathway Financial Advisors, LLC	South Burlington	$1.65 billion	0
Poulos Advisors, Inc.	South Burlington	$150.4 million	0
Prentiss Smith & Company, Inc.	Brattleboro	$453.1 million	0
Quantum Leap Capital, LLC	South Burlington	$120.5 million	0
Rock Point Advisors, LLC	Burlington	$655.7 million	0
Silverlake Wealth Management LLC	Williston	$849.1 million	0
Stage 2 Planning Partners LLC	South Burlington	$106.5 million	0
Teucrium Investment Advisors, LLC	Burlington	$277.4 million	0
Westview Investment Advisors	Burlington	$228.6 million	0
Williams Financial, LLC	North Bennington	$209.9 million	0