Investment Advisors in Vermont

69 advisors · 31 firms

Cities in Vermont

Colchester (16) Burlington (14) Montpelier (10) South Burlington (8)

Top Firms in Vermont

FirmAUMAdvisors
EQUITY SERVICES, INC. $1.9B 51
TRG INVESTMENT ADVISORS, LLC $999.2M 0
MANCHESTER CAPITAL MANAGEMENT LLC $574.7M 0
QUANTUM LEAP CAPITAL, LLC $113.5M 0
SILVERLAKE WEALTH MANAGEMENT LLC $57.8M 0
M. KRAUS & COMPANY $40.8M 1
ONE DAY IN JULY LLC $14.5M 0
BENNINGTON FINANCIAL PLANNING GROUP $9.5M 0
WILLIAMS FINANCIAL, LLC $6.3M 0
PRENTISS SMITH & COMPANY, INC. $6.0M 0

Advisors in Vermont

Timothy W. W O'brien

Active

CRD# 1200391

UBS FINANCIAL SERVICES INC.

South Burlington, VT

1 disclosure(s)

Lawrence V Cipollone

Active

CRD# 2657126

EDWARD D. JONES & CO., L.P.

St Johnsbury, VT

1 disclosure(s)

Ramsey A Luhr

Active

CRD# 4573053

MAPLE CAPITAL MANAGEMENT, INC.

Montpelier, VT

Nicholas A Audet

Active

CRD# 7258850

EQUITY SERVICES, INC.

Montpelier, VT

Elizabeth A Gwatkin

Active

CRD# 8051932

EDWARD D. JONES & CO., L.P.

Lyndonville, VT

Linda B Blouin

Active

CRD# 2105254

EQUITY SERVICES, INC.

Montpelier, VT

Casey B Waltz

Active

CRD# 4034091

MORGAN STANLEY SMITH BARNEY LLC

Colchester, VT

Marcy B Smith

Active

CRD# 3112261

AMERIPRISE FINANCIAL SERVICES, LLC

Colchester, VT

Selena B Smith

Active

CRD# 6821022

MORGAN STANLEY SMITH BARNEY LLC

Colchester, VT

Timothy B Davis

Active

CRD# 4737670

MML INVESTORS SERVICES, LLC

Colchester, VT

Laura B Straehla

Active

CRD# 6239122

MORGAN STANLEY SMITH BARNEY LLC

Colchester, VT

James D Mirenda

Active

CRD# 2492770

WEALTHCARE CAPITAL MANAGEMENT LLC

East Dorset, VT

Crystal D Trepanier

Active

CRD# 5778427

EQUITY SERVICES, INC.

Montpelier, VT

Meg D Pelkey

Active

CRD# 6348288

MORGAN STANLEY SMITH BARNEY LLC

Colchester, VT

Lane D Rozema

Active

CRD# 4661115

Whitingham, VT

Jodi E Lavallee

Active

CRD# 4427278

MORGAN STANLEY SMITH BARNEY LLC

Colchester, VT

Amy E Wolf

Active

CRD# 7033297

EDWARD D. JONES & CO., L.P.

Essex Junction, VT

Christine E Corbin

Active

CRD# 4867385

MORGAN STANLEY SMITH BARNEY LLC

Rutland, VT

John E Bisset

Active

CRD# 6063614

GOLDMAN SACHS & CO. LLC

Burlington, VT

Brian E Wooten

Active

CRD# 2682588

LPL FINANCIAL LLC

Burlington, VT

Kristin E Burns

Active

CRD# 2066897

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Burlington, VT

Elijah F Pell

Active

CRD# 6529932

SAVVY ADVISORS, INC.

Waterbury, VT

Connor F Duffy

Active

CRD# 5545382

MORGAN STANLEY SMITH BARNEY LLC

Colchester, VT

Donald F Dempsey

Active

CRD# 2524391

WEALTH ENHANCEMENT ADVISORY SERVICES, LL...

South Burlington, VT

Tamara G Kushwaha

Active

CRD# 5078454

EQUITY SERVICES, INC.

Montpelier, VT

Connor G Herbruck

Active

CRD# 7521645

MAPLE CAPITAL MANAGEMENT, INC.

Montpelier, VT

Bryan H Pritchard

Active

CRD# 6130087

EQUITY SERVICES, INC.

Montpelier, VT

Chris I O'brien

Active

CRD# 4737726

WELLS FARGO CLEARING SERVICES, LLC

Burlington, VT

George I Black

Active

CRD# 7718134

ADVISORY SERVICES NETWORK, LLC

South Burlington, VT

Adam O Ihasz

Active

CRD# 2314749

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Manchester Center, VT