Financial advisors in Burlington, VT

118 advisors · page 2 of 4

Caroline Russell
Financial advisor at One Day in July LLC
One Day in July LLC · $1.36B AUM
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Carolyn Raftery
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Charles Dinklage
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Charles Hall
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Charles Vella
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Chris O'brien
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Christopher McKeown
Financial advisor at One Day in July LLC
One Day in July LLC · $1.36B AUM
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Colin Pomer
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Connor Brisson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Daniel Cunningham
Financial advisor at One Day in July LLC
One Day in July LLC · $1.36B AUM
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Daniel Reagan
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Danielle Gilbert-Richard
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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David Owen
Financial advisor at Shipwright Advisors
Shipwright Advisors · $2.2M AUM
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Debra Rogers
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Dorota Kim
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Drenna Jones
Financial advisor at World Investment Advisors, LLC
World Investment Advisors, LLC · $71.64B AUM
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Erikson Hameline
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Frederick Reiner
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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George Ewins
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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George Simone
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Graham Voigt
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Hans Asoera
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Hans Smith
Financial advisor at Silverlake Wealth Management LLC
Silverlake Wealth Management LLC · $849.1M AUM
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Jackson Bargiello
Financial advisor at Rock Point Advisors, LLC
Rock Point Advisors, LLC · $655.7M AUM
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Jamie Degiso
Financial advisor at Td Private Client Wealth LLC
Td Private Client Wealth LLC · $8.57B AUM
VerifiedFinancial planning
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Jamie Ha-Obrien
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Jaron Nemes
Financial advisor at World Investment Advisors, LLC
World Investment Advisors, LLC · $71.64B AUM
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Jay Desautels
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Jeffrey Kinneston
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jennifer Martinez
Financial advisor at One Day in July LLC
One Day in July LLC · $1.36B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Burlington, VT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Burlington, VT.

How this list works

Before you hire an advisor in Burlington, VT