AdvisorCensus / Financial advisors / Vermont / Burlington, VT / Charles Schwab
Financial advisors in Burlington, VT using Charles Schwab
13 SEC-registered investment advisory firms headquartered in the Burlington, VT metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Broadlake Financial Management | South Burlington | SEC-registered investment adviser | $100 million to $500 million |
| Copper Leaf Financial, LLC | Williston | SEC-registered investment adviser | $100 million to $500 million |
| Farrow Financial Inc | South Burlington | SEC-registered investment adviser | $100 million to $500 million |
| Hanson & Doremus Investment Management | Burlington | SEC-registered investment adviser | $1 billion to $5 billion |
| M. Kraus & Company | Shelburne | SEC-registered investment adviser | $500 million to $1 billion |
| One Day in July LLC | Burlington | SEC-registered investment adviser | $1 billion to $5 billion |
| Pathway Financial Advisors, LLC | South Burlington | SEC-registered investment adviser | $1 billion to $5 billion |
| Poulos Advisors, Inc. | South Burlington | SEC-registered investment adviser | $100 million to $500 million |
| Quantum Leap Capital, LLC | South Burlington | SEC-registered investment adviser | $100 million to $500 million |
| Rock Point Advisors, LLC | Burlington | SEC-registered investment adviser | $500 million to $1 billion |
| Silverlake Wealth Management LLC | Williston | SEC-registered investment adviser | $500 million to $1 billion |
| Stage 2 Planning Partners LLC | S Burlington | SEC-registered investment adviser | $100 million to $500 million |
| Westview Investment Advisors | Burlington | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
Cite this page
AdvisorCensus. Financial advisors in Burlington, VT using Charles Schwab. https://advisorcensus.com/advisors/vt/burlington/custodians/charles-schwab https://advisorcensus.com/advisors/vt/burlington/custodians/charles-schwab