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Brattleboro
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Find Top Financial Advisors in Brattleboro, Vermont

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Brattleboro, Vermont, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Brattleboro, Vermont

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Brattleboro, Vermont

VETTED
Financial Advisor
Edelman Financial Engines, LLC28 Corporate DriveClifton Park, NY 12065
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Brattleboro, Vermont

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Location
28 Corporate Drive,Suite 101,Clifton Park,NY 12065
Phone Number
877-208-7414

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FINRA/SEC Registered Advisors

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Firm Name
NLG CAPITAL, INC.Montpelier, VT
No. of Advisors43
AUM$35,941,367,795
No. of Clients8
Fee StructureOther (AT COST TO AN AFFILIATE)
Firm Name
CHAMPLAIN INVESTMENT PARTNERS, LLCBurlington, VT
No. of Advisors42
AUM$17,319,756,035
No. of Clients119
Fee StructureA percentage of AUM, Performance Based
Firm Name
MANCHESTER CAPITAL MANAGEMENT LLCManchester, VT
No. of Advisors37
AUM$3,688,455,226
No. of Clients1684
Fee StructureA percentage of AUM, Fixed fees
Firm Name
MAPLE CAPITAL MANAGEMENT, INC.Montpelier, VT
No. of Advisors23
AUM$1,723,412,484
No. of Clients2649
Fee StructureA percentage of AUM, Hourly charges
Firm Name
TRG INVESTMENT ADVISORS, LLCBrattleboro, VT
No. of Advisors7
AUM$1,113,838,194
No. of Clients534
Fee StructureA percentage of AUM, Fixed fees
Firm Name
ONE DAY IN JULY LLCBurlington, VT
No. of Advisors20
AUM$1,089,449,663
No. of Clients3737
Fee StructureA percentage of AUM, Fixed fees
Firm Name
PATHWAY FINANCIAL ADVISORS, LLCSouth Burlington, VT
No. of Advisors11
AUM$782,973,506
No. of Clients912
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
HANSON & DOREMUS INVESTMENT MANAGEMENTBurlington, VT
No. of Advisors14
AUM$736,675,665
No. of Clients1390
Fee StructureA percentage of AUM, Hourly charges
Firm Name
CLEAN YIELD ASSET MANAGEMENTNorwich, VT
No. of Advisors9
AUM$538,765,642
No. of Clients645
Fee StructureA percentage of AUM, Fixed fees, Other (CONSULTING FEES)
Firm Name
ROCK POINT ADVISORS, LLCBurlington, VT
No. of Advisors9
AUM$527,281,163
No. of Clients483
Fee StructureA percentage of AUM
Firm Name
M. KRAUS & COMPANYShelburne, VT
No. of Advisors5
AUM$523,512,825
No. of Clients486
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
MARBLE TRAIL ADVISORSMiddlebury, VT
No. of Advisors9
AUM$490,221,306
No. of Clients1302
Fee StructureA percentage of AUM, Fixed fees, Other (ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS)
Firm Name
SILVERLAKE WEALTH MANAGEMENT LLCWilliston, VT
No. of Advisors10
AUM$485,680,764
No. of Clients606
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
PRENTISS SMITH & COMPANY, INC.Brattleboro, VT
No. of Advisors9
AUM$439,065,707
No. of Clients655
Fee StructureA percentage of AUM, Fixed fees
Firm Name
BROADLAKE FINANCIAL MANAGEMENTSouth Burlington, VT
No. of Advisors4
AUM$322,510,452
No. of Clients1178
Fee StructureA percentage of AUM

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