Herrick Limited
“Over 20 years of great advice, prompt service and accuracy.”
Best Financial Advisors in Burlington, VT
15 firms listed · 6 in Burlington · 8 rated 4.5+ · 1 shows a license
Data verified October 23, 2026
Pathway Financial Advisors
“I engaged him as a Fee-Only CFP, and through his detailed analysis of my finances and through his genuine interest in me as a person he has been helping me feel comfortable enough to retire this year.”
Quantum Leap Capital
“I would highly recommend Brenden Walsh and his team of highly skilled professionals to anyone seeking tax preparation or finacial advice of any kind.”
Flood Financial Services
CK Financial Resources
“His business is rooted in making the right connections for the right people - not profiting just for the sake of profit.”
Intrack Investment Management
“This team has answered every question and helped me plan for a successful future.”
The 15 firms listed for Burlington, VT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Burlington, VT
Of the 15 firms we list here, 6 are in Burlington itself and 9 come from South Burlington (3 mi). 9 of the firms on this page have a rating, from 4.3 to 5.0 across 30 reviews; 8 are rated 4.5 or higher. 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page and 7 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Burlington listed here?
6 of the 15 firms are located in Burlington. The others come from other towns within 5 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Hadley Financial Group
Broadlake Financial Management
Hanson and Doremus Investment Management
Commonwealth Financial Group
“I feel truly at home and taken care of when I come in here, knowing my financial goals are being considered holistically with a planning focus, rather than feeling like I am being sold on a product.”
Rock Point Advisors
Client Centered Financial
Champlain Investment Partners
Dempsey Investment Management
Community Financial Services Group
Why these companies made our list
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