Financial advisers in Burlington, VT

8 registered investment adviser firms in Burlington managing $14.1B in assets, based on public SEC Form ADV filings.

Champlain Investment Partners, LLC

Burlington, VT · Est. 2004

RegionalInternational

Fee-only

AUM: $10.2B
Per adviser: $848M
Advisers: 12

No reported disclosures

One Day In July LLC

Burlington, VT · Est. 2018

RegionalInternational

Fee-based

AUM: $1.4B
Per adviser: $105M
Advisers: 13

No reported disclosures

Hanson & Doremus Investment Management

Burlington, VT · Est. 1998

Regional

Fee-only

AUM: $1.1B
Per adviser: $106M
Advisers: 10

No reported disclosures

Rock Point Advisors, LLC

Burlington, VT · Est. 2004

Local

Fee-only

AUM: $656M
Per adviser: $131M
Advisers: 5

No reported disclosures

Teucrium Investment Advisors, LLC

Burlington, VT · Est. 2022

Local

Fee-only

AUM: $277M
Per adviser: $55M
Advisers: 5

No reported disclosures

Birchview Capital, LP

Burlington, VT · Est. 2014

Local

Fee-only

AUM: $239M
Per adviser: $48M
Advisers: 5

No reported disclosures

Westview Investment Advisors

Burlington, VT · Est. 2019

Local

Fee-based

AUM: $229M
Per adviser: $57M
Advisers: 4

No reported disclosures

44 North Capital, LLC

Burlington, VT · Est. 2023

Local

Fee-based

AUM: $125M
Per adviser: $63M
Advisers: 2

No reported disclosures