Financial advisers in South Burlington, VT
6 registered investment adviser firms in South Burlington managing $2.9B in assets, based on public SEC Form ADV filings.
Pathway Financial Advisors, LLC
South Burlington, VT · Est. 2005
Local
- AUM
- $1.6B
- Per adviser
- $236M
- Advisers
- 7
No reported disclosures
Broadlake Financial Management
South Burlington, VT · Est. 1989
LocalInternational
- AUM
- $410M
- Per adviser
- $102M
- Advisers
- 4
No reported disclosures
Farrow Financial INC
South Burlington, VT · Est. 1981
RegionalInternational
- AUM
- $280M
- Per adviser
- $280M
- Advisers
- 1
No reported disclosures
Intrack Investment Management, INC.
South Burlington, VT · Est. 2014
Local
- AUM
- $276M
- Per adviser
- $69M
- Advisers
- 4
No reported disclosures
Poulos Advisors, INC.
South Burlington, VT · Est. 2025
Regional
- AUM
- $150M
- Per adviser
- $75M
- Advisers
- 2
No reported disclosures
Quantum Leap Capital, LLC
South Burlington, VT · Est. 2024
Local
- AUM
- $121M
- Per adviser
- $30M
- Advisers
- 4
No reported disclosures