Investment advisers in South Burlington, VT
7 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Pathway Financial Advisors, LLC | $1.65 billion | 11 | 0 |
| Broadlake Financial Management | $409.6 million | 5 | 0 |
| Farrow Financial Inc | $280.1 million | 4 | 0 |
| Intrack Investment Management, Inc. | $275.7 million | 4 | 0 |
| Poulos Advisors, Inc. | $150.4 million | 3 | 0 |
| Quantum Leap Capital, LLC | $120.5 million | 5 | 0 |
| Stage 2 Planning Partners LLC | $106.5 million | 2 | 0 |