{ "path": "/advisors/vt", "url": "https://advisorcensus.com/advisors/vt", "page_type": "state", "title": "Financial advisors in Vermont", "filters": {}, "scope_total": 73, "faq": [ { "q": "How many financial advisory firms are there in Vermont?", "a": "AdvisorCensus lists 73 investment advisory firms with a principal office in Vermont, from Form ADV filings as of October 2026: 33 SEC-registered, 30 state-registered, and 10 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Vermont?", "a": "33 of the 73 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Vermont offer financial planning?", "a": "43 of the 63 firms in Vermont that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Vermont fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 33 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 73 investment advisory firms with a principal office in Vermont, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Vermont: 73 firms from Form ADV filings as of October 2026.", "total_firms": 73, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 33, "state": 30, "exempt": 10 }, "fee_model_mix": [ { "code": "fee-only", "count": 33 }, { "code": "percentage_of_aum", "count": 59 }, { "code": "hourly", "count": 35 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 33 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 8 }, { "code": "other", "count": 11 }, { "code": "not_reported", "count": 10 } ], "years_registered_distribution": [ { "code": "under_5", "count": 32 }, { "code": "5_to_9", "count": 10 }, { "code": "10_to_19", "count": 12 }, { "code": "20_plus", "count": 18 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 20 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 20 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 13 } ], "firms": [ { "crd_number": 327552, "name": "44 North Capital, LLC", "name_as_filed": "44 NORTH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/44-north-capital-llc-burlington-vt-327552", "city": "Burlington", "state": "VT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324234, "name": "Addisonmanagement, Inc.", "name_as_filed": "ADDISONMANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/addisonmanagement-inc-shelburne-vt-324234", "city": "Shelburne", "state": "VT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323315, "name": "AFS Wealth Management LLC", "name_as_filed": "AFS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/afs-wealth-management-llc-chester-vt-323315", "city": "Chester", "state": "VT", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339487, "name": "Amor Fati Financial Services LLC", "name_as_filed": "AMOR FATI FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/amor-fati-financial-services-llc-south-burlington-vt-339487", "city": "South Burlington", "state": "VT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 115640, "name": "AMS Management", "name_as_filed": "AMS MANAGEMENT", "url": "https://advisorcensus.com/firm/ams-management-essex-jct-vt-115640", "city": "Essex Jct", "state": "VT", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312253, "name": "Antoine Williams & Associates Wealth Management, LLC", "name_as_filed": "ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/antoine-williams-and-associates-wealth-management-llc-shelburne-vt-312253", "city": "Shelburne", "state": "VT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144862, "name": "Arque Advisors, LLC", "name_as_filed": "ARQUE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/arque-advisors-llc-morgan-vt-144862", "city": "Morgan", "state": "VT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168180, "name": "B.W. Belisle Planning & Strategy Company LLC", "name_as_filed": "B.W. BELISLE PLANNING & STRATEGY COMPANY LLC", "url": "https://advisorcensus.com/firm/b-w-belisle-planning-and-strategy-company-llc-168180", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116302, "name": "Bennington Financial Planning Group", "name_as_filed": "BENNINGTON FINANCIAL PLANNING GROUP", "url": "https://advisorcensus.com/firm/bennington-financial-planning-group-bennington-vt-116302", "city": "Bennington", "state": "VT", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 170534, "name": "Birchview Capital, LP", "name_as_filed": "BIRCHVIEW CAPITAL, LP", "url": "https://advisorcensus.com/firm/birchview-capital-lp-burlington-vt-170534", "city": "Burlington", "state": "VT", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332847, "name": "Blue Slate Investment Management", "name_as_filed": "BLUE SLATE INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/blue-slate-investment-management-burlington-vt-332847", "city": "Burlington", "state": "VT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 105057, "name": "Broadlake Financial Management", "name_as_filed": "BROADLAKE FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/broadlake-financial-management-south-burlington-vt-105057", "city": "South Burlington", "state": "VT", "years_registered": 37, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170290, "name": "BTV Capital LLC", "name_as_filed": "BTV CAPITAL LLC", "url": "https://advisorcensus.com/firm/btv-capital-llc-stowe-vt-170290", "city": "Stowe", "state": "VT", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336768, "name": "Bullrock Management LLC", "name_as_filed": "BULLROCK MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bullrock-management-llc-south-burlington-vt-336768", "city": "South Burlington", "state": "VT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341542, "name": "Cedar Wing LLC", "name_as_filed": "CEDAR WING LLC", "url": "https://advisorcensus.com/firm/cedar-wing-llc-shelburne-vt-341542", "city": "Shelburne", "state": "VT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 132474, "name": "Champlain Investment Partners, LLC", "name_as_filed": "CHAMPLAIN INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/champlain-investment-partners-llc-burlington-vt-132474", "city": "Burlington", "state": "VT", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 322747, "name": "CIF Management Inc.", "name_as_filed": "CIF MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/cif-management-inc-hartland-vt-322747", "city": "Hartland", "state": "VT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 104826, "name": "Clean Yield Asset Management", "name_as_filed": "CLEAN YIELD ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/clean-yield-asset-management-norwich-vt-104826", "city": "Norwich", "state": "VT", "years_registered": 39, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 285378, "name": "Copper Leaf Financial, LLC", "name_as_filed": "COPPER LEAF FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/copper-leaf-financial-llc-williston-vt-285378", "city": "Williston", "state": "VT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125659, "name": "Dbia, LLC.", "name_as_filed": "DBIA, LLC.", "url": "https://advisorcensus.com/firm/dbia-llc-belmont-vt-125659", "city": "Belmont", "state": "VT", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 328628, "name": "DF Venture Management, LLC", "name_as_filed": "DF VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/df-venture-management-llc-burlington-vt-328628", "city": "Burlington", "state": "VT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154148, "name": "DWV Advisors, LLC", "name_as_filed": "DWV ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dwv-advisors-llc-essex-junction-vt-154148", "city": "Essex Junction", "state": "VT", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330000, "name": "Elephant Corner Financial", "name_as_filed": "ELEPHANT CORNER FINANCIAL", "url": "https://advisorcensus.com/firm/elephant-corner-financial-330000", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116184, "name": "EMG", "name_as_filed": "EMG", "url": "https://advisorcensus.com/firm/emg-south-burlington-vt-116184", "city": "South Burlington", "state": "VT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 312716, "name": "Equinox Financial Advisors, Inc.", "name_as_filed": "EQUINOX FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/equinox-financial-advisors-inc-manchester-center-vt-312716", "city": "Manchester Center", "state": "VT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 265, "name": "ESI Financial Advisors", "name_as_filed": "ESI FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/esi-financial-advisors-montpelier-vt-265", "city": "Montpelier", "state": "VT", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 324526, "name": "Evergreen RIA, LLC", "name_as_filed": "EVERGREEN RIA, LLC", "url": "https://advisorcensus.com/firm/evergreen-ria-llc-324526", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110526, "name": "Farrow Financial Inc", "name_as_filed": "FARROW FINANCIAL INC", "url": "https://advisorcensus.com/firm/farrow-financial-inc-south-burlington-vt-110526", "city": "South Burlington", "state": "VT", "years_registered": 45, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167342, "name": "Fenwick Investments, LLC", "name_as_filed": "FENWICK INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/fenwick-investments-llc-white-river-junction-vt-167342", "city": "White River Junction", "state": "VT", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 340856, "name": "Focus 50 Wealth Management LLC", "name_as_filed": "FOCUS 50 WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/focus-50-wealth-management-llc-340856", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319530, "name": "Gaingels 10X Capital Diversity Management LLC", "name_as_filed": "GAINGELS 10X CAPITAL DIVERSITY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/gaingels-10x-capital-diversity-management-llc-burlington-vt-319530", "city": "Burlington", "state": "VT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317100, "name": "Gaingels Management LLC", "name_as_filed": "GAINGELS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/gaingels-management-llc-burlington-vt-317100", "city": "Burlington", "state": "VT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317099, "name": "Gaingels Ventures LLC", "name_as_filed": "GAINGELS VENTURES LLC", "url": "https://advisorcensus.com/firm/gaingels-ventures-llc-burlington-vt-317099", "city": "Burlington", "state": "VT", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 116191, "name": "Gerard Asset Management, L.L.C.", "name_as_filed": "GERARD ASSET MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/gerard-asset-management-l-l-c-lower-waterford-vt-116191", "city": "Lower Waterford", "state": "VT", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329924, "name": "Greenhill Financial Partners", "name_as_filed": "GREENHILL FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/greenhill-financial-partners-rutland-vt-329924", "city": "Rutland", "state": "VT", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 108045, "name": "Hanson & Doremus Investment Management", "name_as_filed": "HANSON & DOREMUS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/hanson-and-doremus-investment-management-burlington-vt-108045", "city": "Burlington", "state": "VT", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 341224, "name": "Hula Community Partners, LLC", "name_as_filed": "HULA COMMUNITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hula-community-partners-llc-burlington-vt-341224", "city": "Burlington", "state": "VT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107896, "name": "Hutner Capital Management Inc.", "name_as_filed": "HUTNER CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/hutner-capital-management-inc-manchester-vt-107896", "city": "Manchester", "state": "VT", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 299845, "name": "HWC Financial", "name_as_filed": "HWC FINANCIAL", "url": "https://advisorcensus.com/firm/hwc-financial-manchester-center-vt-299845", "city": "Manchester Center", "state": "VT", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298584, "name": "Independent Outlook Group, Inc.", "name_as_filed": "INDEPENDENT OUTLOOK GROUP, INC.", "url": "https://advisorcensus.com/firm/independent-outlook-group-inc-298584", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 106450, "name": "Intrack Investment Management, Inc.", "name_as_filed": "INTRACK INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/intrack-investment-management-inc-south-burlington-vt-106450", "city": "South Burlington", "state": "VT", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 106749, "name": "M. Kraus & Company", "name_as_filed": "M. KRAUS & COMPANY", "url": "https://advisorcensus.com/firm/m-kraus-and-company-shelburne-vt-106749", "city": "Shelburne", "state": "VT", "years_registered": 30, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110003, "name": "Manchester Capital Management LLC", "name_as_filed": "MANCHESTER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/manchester-capital-management-llc-manchester-vt-110003", "city": "Manchester", "state": "VT", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130209, "name": "Maple Capital Management, Inc.", "name_as_filed": "MAPLE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/maple-capital-management-inc-montpelier-vt-130209", "city": "Montpelier", "state": "VT", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154744, "name": "Marble Trail Advisors", "name_as_filed": "MARBLE TRAIL ADVISORS", "url": "https://advisorcensus.com/firm/marble-trail-advisors-middlebury-vt-154744", "city": "Middlebury", "state": "VT", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 116346, "name": "Milne Financial Planning, Inc.", "name_as_filed": "MILNE FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/milne-financial-planning-inc-saint-johnsbury-vt-116346", "city": "Saint Johnsbury", "state": "VT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109396, "name": "NLG Capital LLC", "name_as_filed": "NLG CAPITAL LLC", "url": "https://advisorcensus.com/firm/nlg-capital-llc-montpelier-vt-109396", "city": "Montpelier", "state": "VT", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 322633, "name": "Nomadic Value Partners", "name_as_filed": "NOMADIC VALUE PARTNERS", "url": "https://advisorcensus.com/firm/nomadic-value-partners-322633", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 322908, "name": "Oak Maple Finance, LLC", "name_as_filed": "OAK MAPLE FINANCE, LLC", "url": "https://advisorcensus.com/firm/oak-maple-finance-llc-burlington-vt-322908", "city": "Burlington", "state": "VT", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284335, "name": "One Day in July LLC", "name_as_filed": "ONE DAY IN JULY LLC", "url": "https://advisorcensus.com/firm/one-day-in-july-llc-burlington-vt-284335", "city": "Burlington", "state": "VT", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/vt/burlington", "name": "Burlington", "msa_name": "Burlington-South Burlington, VT", "state_code": "VT", "firm_count": 38 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/vt", "label": "Financial advisors in Vermont" }, "fee_pages": [ { "path": "/advisors/vt/fee-only", "label": "Fee-only financial advisors in Vermont", "firm_count": 33 }, { "path": "/advisors/vt/flat-fee", "label": "Flat-fee financial advisors in Vermont", "firm_count": 33 }, { "path": "/advisors/vt/hourly", "label": "Hourly financial advisors in Vermont", "firm_count": 35 } ] }, "csv": "https://advisorcensus.com/advisors/vt.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }