# Financial advisors in Burlington, VT > AdvisorCensus lists 38 investment advisory firms with a principal office in the Burlington metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/vt/burlington ## At a glance - Investment advisory firms: 38 - Registration: SEC-registered investment adviser: 20, State-registered investment adviser: 9, Exempt reporting adviser: 9 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (52%); Percentage of assets 28 (97%); Hourly charges 18 (62%); Fixed fees 16 (55%); Commissions 1 (3%); Performance-based fees 3 (10%); Other 2 (7%); No compensation arrangements reported 9 - Regulatory assets under management (Item 5.F): Under $25 million 6 (16%); $25 million to $100 million 3 (8%); $100 million to $500 million 13 (34%); $500 million to $1 billion 3 (8%); $1 billion to $5 billion 3 (8%); Over $5 billion 1 (3%); Not reported 9 (24%) - Years registered: Under 5 years 18 (47%); 5 to 9 years 4 (11%); 10 to 19 years 6 (16%); 20 years or more 9 (24%); Not reported 1 (3%) ## Firms (page 1 of 1, 1 to 38 of 38, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [44 North Capital, LLC](https://advisorcensus.com/firm/44-north-capital-llc-burlington-vt-327552) ([md](https://advisorcensus.com/firm/44-north-capital-llc-burlington-vt-327552.md)) | 327552 | Burlington, VT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee | | [Addisonmanagement, Inc.](https://advisorcensus.com/firm/addisonmanagement-inc-shelburne-vt-324234) ([md](https://advisorcensus.com/firm/addisonmanagement-inc-shelburne-vt-324234.md)) | 324234 | Shelburne, VT | Exempt reporting adviser | Not reported | 3 | Not reported | | [Amor Fati Financial Services LLC](https://advisorcensus.com/firm/amor-fati-financial-services-llc-south-burlington-vt-339487) ([md](https://advisorcensus.com/firm/amor-fati-financial-services-llc-south-burlington-vt-339487.md)) | 339487 | South Burlington, VT | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly | | [AMS Management](https://advisorcensus.com/firm/ams-management-essex-jct-vt-115640) ([md](https://advisorcensus.com/firm/ams-management-essex-jct-vt-115640.md)) | 115640 | Essex Jct, VT | State-registered investment adviser | Under $25 million | 31 | % of assets | | [Antoine Williams & Associates Wealth Management, LLC](https://advisorcensus.com/firm/antoine-williams-and-associates-wealth-management-llc-shelburne-vt-312253) ([md](https://advisorcensus.com/firm/antoine-williams-and-associates-wealth-management-llc-shelburne-vt-312253.md)) | 312253 | Shelburne, VT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [Birchview Capital, LP](https://advisorcensus.com/firm/birchview-capital-lp-burlington-vt-170534) ([md](https://advisorcensus.com/firm/birchview-capital-lp-burlington-vt-170534.md)) | 170534 | Burlington, VT | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Performance fee | | [Blue Slate Investment Management](https://advisorcensus.com/firm/blue-slate-investment-management-burlington-vt-332847) ([md](https://advisorcensus.com/firm/blue-slate-investment-management-burlington-vt-332847.md)) | 332847 | Burlington, VT | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly | | [Broadlake Financial Management](https://advisorcensus.com/firm/broadlake-financial-management-south-burlington-vt-105057) ([md](https://advisorcensus.com/firm/broadlake-financial-management-south-burlington-vt-105057.md)) | 105057 | South Burlington, VT | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets | | [Bullrock Management LLC](https://advisorcensus.com/firm/bullrock-management-llc-south-burlington-vt-336768) ([md](https://advisorcensus.com/firm/bullrock-management-llc-south-burlington-vt-336768.md)) | 336768 | South Burlington, VT | Exempt reporting adviser | Not reported | 1 | Not reported | | [Cedar Wing LLC](https://advisorcensus.com/firm/cedar-wing-llc-shelburne-vt-341542) ([md](https://advisorcensus.com/firm/cedar-wing-llc-shelburne-vt-341542.md)) | 341542 | Shelburne, VT | State-registered investment adviser | Under $25 million | 0 | % of assets | | [Champlain Investment Partners, LLC](https://advisorcensus.com/firm/champlain-investment-partners-llc-burlington-vt-132474) ([md](https://advisorcensus.com/firm/champlain-investment-partners-llc-burlington-vt-132474.md)) | 132474 | Burlington, VT | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Performance fee | | [Copper Leaf Financial, LLC](https://advisorcensus.com/firm/copper-leaf-financial-llc-williston-vt-285378) ([md](https://advisorcensus.com/firm/copper-leaf-financial-llc-williston-vt-285378.md)) | 285378 | Williston, VT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [DF Venture Management, LLC](https://advisorcensus.com/firm/df-venture-management-llc-burlington-vt-328628) ([md](https://advisorcensus.com/firm/df-venture-management-llc-burlington-vt-328628.md)) | 328628 | Burlington, VT | Exempt reporting adviser | Not reported | 2 | Not reported | | [DWV Advisors, LLC](https://advisorcensus.com/firm/dwv-advisors-llc-essex-junction-vt-154148) ([md](https://advisorcensus.com/firm/dwv-advisors-llc-essex-junction-vt-154148.md)) | 154148 | Essex Junction, VT | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets | | [EMG](https://advisorcensus.com/firm/emg-south-burlington-vt-116184) ([md](https://advisorcensus.com/firm/emg-south-burlington-vt-116184.md)) | 116184 | South Burlington, VT | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Commissions | | [Farrow Financial Inc](https://advisorcensus.com/firm/farrow-financial-inc-south-burlington-vt-110526) ([md](https://advisorcensus.com/firm/farrow-financial-inc-south-burlington-vt-110526.md)) | 110526 | South Burlington, VT | SEC-registered investment adviser | $100 million to $500 million | 45 | % of assets, Hourly, Fixed fee | | [Gaingels 10X Capital Diversity Management LLC](https://advisorcensus.com/firm/gaingels-10x-capital-diversity-management-llc-burlington-vt-319530) ([md](https://advisorcensus.com/firm/gaingels-10x-capital-diversity-management-llc-burlington-vt-319530.md)) | 319530 | Burlington, VT | Exempt reporting adviser | Not reported | 4 | Not reported | | [Gaingels Management LLC](https://advisorcensus.com/firm/gaingels-management-llc-burlington-vt-317100) ([md](https://advisorcensus.com/firm/gaingels-management-llc-burlington-vt-317100.md)) | 317100 | Burlington, VT | Exempt reporting adviser | Not reported | 4 | Not reported | | [Gaingels Ventures LLC](https://advisorcensus.com/firm/gaingels-ventures-llc-burlington-vt-317099) ([md](https://advisorcensus.com/firm/gaingels-ventures-llc-burlington-vt-317099.md)) | 317099 | Burlington, VT | Exempt reporting adviser | Not reported | 4 | Not reported | | [Hanson & Doremus Investment Management](https://advisorcensus.com/firm/hanson-and-doremus-investment-management-burlington-vt-108045) ([md](https://advisorcensus.com/firm/hanson-and-doremus-investment-management-burlington-vt-108045.md)) | 108045 | Burlington, VT | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Hourly | | [Hula Community Partners, LLC](https://advisorcensus.com/firm/hula-community-partners-llc-burlington-vt-341224) ([md](https://advisorcensus.com/firm/hula-community-partners-llc-burlington-vt-341224.md)) | 341224 | Burlington, VT | Exempt reporting adviser | Not reported | 0 | Not reported | | [Intrack Investment Management, Inc.](https://advisorcensus.com/firm/intrack-investment-management-inc-south-burlington-vt-106450) ([md](https://advisorcensus.com/firm/intrack-investment-management-inc-south-burlington-vt-106450.md)) | 106450 | South Burlington, VT | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Performance fee, Other | | [M. Kraus & Company](https://advisorcensus.com/firm/m-kraus-and-company-shelburne-vt-106749) ([md](https://advisorcensus.com/firm/m-kraus-and-company-shelburne-vt-106749.md)) | 106749 | Shelburne, VT | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Hourly, Fixed fee | | [Oak Maple Finance, LLC](https://advisorcensus.com/firm/oak-maple-finance-llc-burlington-vt-322908) ([md](https://advisorcensus.com/firm/oak-maple-finance-llc-burlington-vt-322908.md)) | 322908 | Burlington, VT | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee | | [One Day in July LLC](https://advisorcensus.com/firm/one-day-in-july-llc-burlington-vt-284335) ([md](https://advisorcensus.com/firm/one-day-in-july-llc-burlington-vt-284335.md)) | 284335 | Burlington, VT | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee | | [Pathway Financial Advisors, LLC](https://advisorcensus.com/firm/pathway-financial-advisors-llc-south-burlington-vt-124801) ([md](https://advisorcensus.com/firm/pathway-financial-advisors-llc-south-burlington-vt-124801.md)) | 124801 | South Burlington, VT | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee | | [Pochop Financial Management, Inc.](https://advisorcensus.com/firm/pochop-financial-management-inc-south-burlington-vt-141397) ([md](https://advisorcensus.com/firm/pochop-financial-management-inc-south-burlington-vt-141397.md)) | 141397 | South Burlington, VT | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly | | [Poulos Advisors, Inc.](https://advisorcensus.com/firm/poulos-advisors-inc-south-burlington-vt-141905) ([md](https://advisorcensus.com/firm/poulos-advisors-inc-south-burlington-vt-141905.md)) | 141905 | South Burlington, VT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee | | [Quantum Leap Capital, LLC](https://advisorcensus.com/firm/quantum-leap-capital-llc-south-burlington-vt-165310) ([md](https://advisorcensus.com/firm/quantum-leap-capital-llc-south-burlington-vt-165310.md)) | 165310 | South Burlington, VT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [Rock Point Advisors, LLC](https://advisorcensus.com/firm/rock-point-advisors-llc-burlington-vt-130825) ([md](https://advisorcensus.com/firm/rock-point-advisors-llc-burlington-vt-130825.md)) | 130825 | Burlington, VT | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets | | [Shipwright Advisors](https://advisorcensus.com/firm/shipwright-advisors-burlington-vt-329816) ([md](https://advisorcensus.com/firm/shipwright-advisors-burlington-vt-329816.md)) | 329816 | Burlington, VT | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee | | [Silverlake Wealth Management LLC](https://advisorcensus.com/firm/silverlake-wealth-management-llc-williston-vt-165525) ([md](https://advisorcensus.com/firm/silverlake-wealth-management-llc-williston-vt-165525.md)) | 165525 | Williston, VT | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee | | [Stage 2 Planning Partners LLC](https://advisorcensus.com/firm/stage-2-planning-partners-llc-s-burlington-vt-323281) ([md](https://advisorcensus.com/firm/stage-2-planning-partners-llc-s-burlington-vt-323281.md)) | 323281 | S Burlington, VT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly | | [Teucrium Investment Advisors, LLC](https://advisorcensus.com/firm/teucrium-investment-advisors-llc-burlington-vt-318799) ([md](https://advisorcensus.com/firm/teucrium-investment-advisors-llc-burlington-vt-318799.md)) | 318799 | Burlington, VT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets | | [Tres Palmas Ventures](https://advisorcensus.com/firm/tres-palmas-ventures-burlington-vt-323597) ([md](https://advisorcensus.com/firm/tres-palmas-ventures-burlington-vt-323597.md)) | 323597 | Burlington, VT | Exempt reporting adviser | Not reported | 1 | Not reported | | [True North Financial Planning, LLC](https://advisorcensus.com/firm/true-north-financial-planning-llc-south-burlington-vt-170555) ([md](https://advisorcensus.com/firm/true-north-financial-planning-llc-south-burlington-vt-170555.md)) | 170555 | South Burlington, VT | State-registered investment adviser | Under $25 million | 12 | Hourly, Fixed fee | | [Westview Investment Advisors](https://advisorcensus.com/firm/westview-investment-advisors-burlington-vt-305655) ([md](https://advisorcensus.com/firm/westview-investment-advisors-burlington-vt-305655.md)) | 305655 | Burlington, VT | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee, Other | | [XLCR Capital LLC](https://advisorcensus.com/firm/xlcr-capital-llc-burlington-vt-162874) ([md](https://advisorcensus.com/firm/xlcr-capital-llc-burlington-vt-162874.md)) | 162874 | Burlington, VT | Exempt reporting adviser | Not reported | Not reported | Not reported | ## Questions people ask **How many financial advisory firms are there in Burlington, VT?** AdvisorCensus lists 38 investment advisory firms with a principal office in the Burlington metro area, from Form ADV filings as of October 2026: 20 SEC-registered, 9 state-registered, and 9 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV. **How many fee-only financial advisors are in Burlington, VT?** 15 of the 38 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. **How many financial advisors in Burlington, VT offer financial planning?** 23 of the 29 firms in Burlington, VT 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. **Are the financial advisors in Burlington, VT fiduciaries?** 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 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties. **How do I check whether a financial advisor has disciplinary disclosures?** 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. **Does AdvisorCensus rate, verify, or recommend these firms?** 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. **What does regulatory assets under management mean?** 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. ## Related pages - [Financial advisors in Vermont](https://advisorcensus.com/advisors/vt) (https://advisorcensus.com/advisors/vt.md) - [Financial advisors in Burlington, VT](https://advisorcensus.com/advisors/vt/burlington) (https://advisorcensus.com/advisors/vt/burlington.md) - [Fee-only financial advisors in Burlington, VT](https://advisorcensus.com/advisors/vt/burlington/fee-only) (https://advisorcensus.com/advisors/vt/burlington/fee-only.md) - [Flat-fee financial advisors in Burlington, VT](https://advisorcensus.com/advisors/vt/burlington/flat-fee) (https://advisorcensus.com/advisors/vt/burlington/flat-fee.md) - [Hourly financial advisors in Burlington, VT](https://advisorcensus.com/advisors/vt/burlington/hourly) (https://advisorcensus.com/advisors/vt/burlington/hourly.md) - [Financial advisors for business owners in Burlington, VT](https://advisorcensus.com/advisors/vt/burlington/business-owners) (https://advisorcensus.com/advisors/vt/burlington/business-owners.md) - [Financial advisors in South Burlington, VT](https://advisorcensus.com/advisors/vt/burlington/south-burlington) (https://advisorcensus.com/advisors/vt/burlington/south-burlington.md) Every firm in this list as CSV: https://advisorcensus.com/advisors/vt/burlington.csv Cite as: AdvisorCensus. Financial advisors in Burlington, VT: 38 firms from Form ADV filings as of October 2026.