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Best Financial Planner in Vermont

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Top Financial Planner Listings in Vermont

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Showing 1-34 of 34 Financial Planner listings in Vermont · page 1 of 1

#1Edward Jones - Financial Advisor: Amy E Wolf, CFP®

5.0 Google rating

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Edward Jones - Financial Advisor: Amy E Wolf, CFP® website

Score breakdown

AI Visibility55
SEO72
  • Financial Planner
  • Essex Junction, Vermont
  • (802) 764-5881
  • edwardjones.com
Ranked #1 of 4 Financial Planner listings in Essex JunctionScores updated Jun 18, 2026
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Edward Jones - Financial Advisor: Nathanael S Vincent website

Score breakdown

AI Visibility55
SEO72
  • Financial Planner
  • St. Albans, Vermont
  • (802) 524-5892
  • edwardjones.com
Ranked #2 of 3 Financial Planner listings in St. AlbansScores updated Jun 7, 2026
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Edward Jones - Financial Advisor: Jeff Barney website

Score breakdown

AI Visibility55
SEO72
  • Financial Planner
  • St. Albans, Vermont
  • (802) 527-0629
  • edwardjones.com
Ranked #1 of 3 Financial Planner listings in St. AlbansScores updated Jun 7, 2026

#4Commonwealth Financial Group

4.5 Google rating · 6 reviews

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Commonwealth Financial Group website

Score breakdown

AI Visibility46
SEO71
  • Financial Planner
  • Burlington, Vermont
  • (802) 557-6581
  • commonwealth.com
Ranked #4 of 33 Financial Planner listings in BurlingtonScores updated Jun 24, 2026

#5Peregrine Wealth Management of Raymond James

5.0 Google rating · 1 review

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Peregrine Wealth Management of Raymond James website

Score breakdown

AI Visibility46
SEO70
  • Financial Planner
  • Burlington, Vermont
  • (802) 448-6071
  • peregrine.io

Peregrine Wealth Management of Raymond James is a Financial Planner in Burlington, VT. It offers personalized financial planning, investment strategy, retirement guidance and wealth management services to individuals and families throughout the Burlington...

Ranked #5 of 33 Financial Planner listings in BurlingtonScores updated Jun 24, 2026

#6Vermont Wealth & Retirement, LLC

5.0 Google rating

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Vermont Wealth & Retirement, LLC website

Score breakdown

AI Visibility46
SEO79
  • Financial Planner
  • South Burlington, Vermont
  • (800) 416-1655
  • vermontwealth.com

Vermont Wealth & Retirement, LLC is a financial planner in South Burlington, VT. The firm provides financial planning, retirement, and investment strategies designed to help individuals and families create a future they can imagine and feel confident about...

Ranked #1 of 3 Financial Planner listings in South BurlingtonScores updated Jun 7, 2026

#7Pathway Financial Advisors LLC

3.0 Google rating · 4 reviews

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Pathway Financial Advisors LLC website

Score breakdown

AI Visibility49
SEO74
  • Financial Planner
  • Burlington, Vermont
  • (802) 660-7086
  • byupathway.edu

Pathway Financial Advisors LLC is a financial planner in Burlington, VT. The business is located on Community Dr, a short drive from the South Burlington Community Justice Center and the South Burlington Police Department. The area is also near the public...

Ranked #7 of 33 Financial Planner listings in BurlingtonScores updated Jul 28, 2026

#8Broadlake Financial Management

5.0 Google rating · 2 reviews

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Broadlake Financial Management website

Score breakdown

AI Visibility51
SEO69
  • Financial Planner
  • Burlington, Vermont
  • (802) 863-4463
  • marks.com
Ranked #6 of 33 Financial Planner listings in BurlingtonScores updated Jun 24, 2026
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M

Score breakdown

AI Visibility47
SEO75
  • Financial Planner
  • Rutland, Vermont
  • (802) 775-4371
  • morganstanley.com
Ranked #1 of 3 Financial Planner listings in RutlandScores updated Jul 19, 2026

#10Landmark Financial Services

5.0 Google rating

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Landmark Financial Services website

Score breakdown

AI Visibility42
SEO77
  • Financial Planner
  • Vergennes, Vermont
  • (802) 877-2300
  • landmark-financial.com

Landmark Financial Services is a financial planner in Vergennes, VT. The firm provides money saving advice and wealth preservation strategies to residents in Burlington, Middlebury, Shelburne, Charlotte, Monkton, and the Ferrisburg area. Their services...

Ranked #1 of 1 Financial Planner listings in VergennesScores updated Jul 3, 2026

#11Wells Fargo Advisors of Rutland

4.0 Google rating

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Wells Fargo Advisors of Rutland website

Score breakdown

AI Visibility60
SEO53
  • Financial Planner
  • Rutland, Vermont
  • (802) 779-9001
  • wellsfargo.com
Ranked #2 of 3 Financial Planner listings in RutlandScores updated Jul 21, 2026
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Catamount Financial Advisors of Raymond James website

Score breakdown

AI Visibility46
SEO64
  • Financial Planner
  • Burlington, Vermont
  • (802) 448-6084
  • catamountski.com

Catamount Financial Advisors of Raymond James: Catamount Mountain Resort is a four-season destination in Hillsdale, NY. The resort serves skiers, snowboarders, and outdoor enthusiasts through a variety of seasonal activities, including winter skiing and snowboarding, summer zip lining, aerial adventures...

Ranked #9 of 33 Financial Planner listings in BurlingtonScores updated Jun 24, 2026
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Castle Advisors website

Score breakdown

AI Visibility43
SEO75
  • Financial Planner
  • Burlington, Vermont
  • (802) 497-3621
  • castleduncan.com
Ranked #10 of 33 Financial Planner listings in BurlingtonScores updated Sep 18, 2026
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Edward Jones - Financial Advisor: Graham Fisk, CFP® website

Score breakdown

AI Visibility45
SEO72
  • Financial Planner
  • Essex Junction, Vermont
  • (802) 878-8002
  • edwardjones.com
Ranked #2 of 4 Financial Planner listings in Essex JunctionScores updated Jun 11, 2026
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Rock Point Advisors website

Score breakdown

AI Visibility37
SEO80
  • Financial Planner
  • Burlington, Vermont
  • (802) 864-2266
  • rockpointadvisors.com
Ranked #11 of 33 Financial Planner listings in BurlingtonScores updated Jul 28, 2026
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Community Financial Services Group of Barre website

Score breakdown

AI Visibility34
SEO78
  • Financial Planner
  • Barre, Vermont
  • (802) 479-0645
  • cfsgtrust.com

Community Financial Services Group of Barre: Community Financial Services Group is a financial planner in Barre, Vermont, serving individuals and families across the region with comprehensive financial planning, investment advice, and management. The firm specializes in trusts, including revocable...

Ranked #1 of 2 Financial Planner listings in BarreScores updated Jul 16, 2026
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Edward Jones - Financial Advisor: Nathan Wolfe, CFP® website

Score breakdown

AI Visibility45
SEO68
  • Financial Planner
  • St. Albans, Vermont
  • (802) 393-4670
  • edwardjones.com
Ranked #3 of 3 Financial Planner listings in St. AlbansScores updated Jun 10, 2026

#18CK Financial Resources

5.0 Google rating · 7 reviews

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CK Financial Resources website

Score breakdown

AI Visibility32
SEO78
  • Financial Planner
  • Burlington, Vermont
  • (802) 825-1976
  • calvinklein.us
Ranked #13 of 33 Financial Planner listings in BurlingtonScores updated Jun 24, 2026

#19Client Centered Financial

5.0 Google rating

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Client Centered Financial website

Score breakdown

AI Visibility39
SEO73
  • Financial Planner
  • South Burlington, Vermont
  • (802) 651-6928
  • clientcenteredfinancial.com

Client Centered Financial is a financial planner in South Burlington, Vermont. The firm provides personalized financial services to individuals, couples, families, retirees, and businesses, with team members specializing in financial life planning, investment...

Ranked #2 of 3 Financial Planner listings in South BurlingtonScores updated Jun 7, 2026

#20Community Financial Services Group of Newport

5.0 Google rating

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Community Financial Services Group of Newport website

Score breakdown

AI Visibility34
SEO76
  • Financial Planner
  • Newport, Vermont
  • (802) 334-1677
  • cfsgtrust.com

Community Financial Services Group of Newport: Community Financial Services Group is a Financial Planner in Newport, VT. The firm provides professional investment management and financial planning services to clients in New Hampshire, Vermont, and across the country. Their services include asset...

Ranked #3 of 3 Financial Planner listings in NewportScores updated Jul 16, 2026

#21Flood Financial Services

5.0 Google rating

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Flood Financial Services website

Score breakdown

AI Visibility35
SEO72
  • Financial Planner
  • South Burlington, Vermont
  • (802) 658-1511
  • floodfinancialservices.com

Flood Financial Services is a Financial Planner in South Burlington, VT, located at 1233 Shelburne Rd # E3. It holds a rating of 5.00 based on 0 reviews. Flood Financial Services Inc. is a locally-owned firm in South Burlington, Vermont, serving clients in 31...

Ranked #3 of 3 Financial Planner listings in South BurlingtonScores updated Jun 7, 2026
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Edward Jones - Financial Advisor: Chris Cichoski website

Score breakdown

AI Visibility40
SEO68
  • Financial Planner
  • Essex Junction, Vermont
  • (802) 404-9330
  • edwardjones.com

Edward Jones - Financial Advisor: Chris Cichoski is a Financial Planner in Essex Junction, VT. They offer services such as wealth management and financial planning strategies to help individuals build their financial futures. With more than 20,000 financial...

Ranked #3 of 4 Financial Planner listings in Essex JunctionScores updated Jun 8, 2026
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One Day In July | Rutland website

Score breakdown

AI Visibility37
SEO66
  • Financial Planner
  • Rutland, Vermont
  • (802) 829-6954
  • onedayinjuly.com

One Day In July is a financial planner in Rutland, Vermont. The firm provides personalized investment management and financial advice to individuals, families, and institutions, working with clients to understand their financial goals and build investment...

Ranked #3 of 3 Financial Planner listings in RutlandScores updated Jul 19, 2026

#24Merrill Lynch Wealth Management of Burlington

4.3 Google rating · 3 reviews

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Merrill Lynch Wealth Management of Burlington website

Score breakdown

AI Visibility35
SEO70
  • Financial Planner
  • Burlington, Vermont
  • (802) 660-1000
  • merrill.com

Merrill Lynch Wealth Management of Burlington: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Ranked #16 of 33 Financial Planner listings in BurlingtonScores updated Sep 28, 2026

#25The Vermont Agency

4.1 Google rating

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T

Score breakdown

AI Visibility34
SEO70
  • Financial Planner
  • Winooski, Vermont
  • (802) 864-6819
  • vermontagency.com
Ranked #1 of 1 Financial Planner listings in WinooskiScores updated Jul 8, 2026

#26Wells Fargo Advisors of Burlington

4.0 Google rating · 4 reviews

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Wells Fargo Advisors of Burlington website

Score breakdown

AI Visibility28
SEO72
  • Financial Planner
  • Burlington, Vermont
  • (802) 864-8000
  • wellsfargo.com
Ranked #20 of 33 Financial Planner listings in BurlingtonScores updated Jul 28, 2026

#27Sequoia Financial Group

5.0 Google rating · 1 review

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Sequoia Financial Group website

Score breakdown

AI Visibility36
SEO56
  • Financial Planner
  • Burlington, Vermont
  • (802) 660-8999
  • coquimbo.ticketplus.cl
Ranked #19 of 33 Financial Planner listings in BurlingtonScores updated Jun 24, 2026

#28Wells Fargo Advisors Financial Network

5.0 Google rating

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Wells Fargo Advisors Financial Network website

Score breakdown

AI Visibility31
SEO66
  • Financial Planner
  • Barre, Vermont
  • (802) 622-0800
  • wellsfargoadvisors.com
Ranked #2 of 2 Financial Planner listings in BarreScores updated Jul 21, 2026

#29Nicholas Roop - Financial Planner - CFG

5.0 Google rating · 3 reviews

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Nicholas Roop - Financial Planner - CFG website

Score breakdown

AI Visibility18
SEO48
  • Financial Planner
  • Burlington, Vermont
  • (802) 391-0088
  • msmc.com
Ranked #30 of 33 Financial Planner listings in BurlingtonScores updated Jun 7, 2026
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DWV Advisors LLC website

Score breakdown

AI Visibility5
SEO54
  • Financial Planner
  • Essex Junction, Vermont
  • (802) 878-8805
  • dwvadvisors.com
Ranked #4 of 4 Financial Planner listings in Essex JunctionScores updated Jul 17, 2026
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Edward Jones - Financial Advisor: Kristin Dearborn, CFP®|AAMS® website

Score breakdown

AI Visibility0
SEO50
  • Financial Planner
  • Burlington, Vermont
  • (802) 658-8414
  • onlineaccess.edwardjones.com
Ranked #31 of 33 Financial Planner listings in BurlingtonScores updated Jul 28, 2026

#32Broadlake Financial Management

5.0 Google rating

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B
  • Financial Planner
  • South Burlington, Vermont
  • (802) 863-4463
  • broadlakefinancial.com
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T
  • Financial Planner
  • Montpelier, Vermont
  • (802) 229-2245
  • financialmarketplaceinc.com
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W
  • Financial Planner
  • Burlington, Vermont
  • (802) 489-5342
  • westviewia.com
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Recently Updated Financial Planner in Vermont

Business profiles with freshly refreshed About sections.

Peregrine Wealth Management of Raymond James

5.0 Google rating · 1 review

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Peregrine Wealth Management of Raymond James website

Score breakdown

AI Visibility46
SEO70
  • Financial Planner
  • Burlington, Vermont
  • (802) 448-6071
  • peregrine.io

Peregrine Wealth Management of Raymond James is a Financial Planner in Burlington, VT. It offers personalized financial planning, investment strategy, retirement guidance and wealth management services to individuals and families throughout the Burlington...

Ranked #5 of 33 Financial Planner listings in BurlingtonScores updated Jun 24, 2026About refreshed Aug 6, 2026

Vermont Wealth & Retirement, LLC

5.0 Google rating

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Vermont Wealth & Retirement, LLC website

Score breakdown

AI Visibility46
SEO79
  • Financial Planner
  • South Burlington, Vermont
  • (800) 416-1655
  • vermontwealth.com

Vermont Wealth & Retirement, LLC is a financial planner in South Burlington, VT. The firm provides financial planning, retirement, and investment strategies designed to help individuals and families create a future they can imagine and feel confident about...

Ranked #1 of 3 Financial Planner listings in South BurlingtonScores updated Jun 7, 2026About refreshed Aug 2, 2026

Pathway Financial Advisors LLC

3.0 Google rating · 4 reviews

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Pathway Financial Advisors LLC website

Score breakdown

AI Visibility49
SEO74
  • Financial Planner
  • Burlington, Vermont
  • (802) 660-7086
  • byupathway.edu

Pathway Financial Advisors LLC is a financial planner in Burlington, VT. The business is located on Community Dr, a short drive from the South Burlington Community Justice Center and the South Burlington Police Department. The area is also near the public...

Ranked #7 of 33 Financial Planner listings in BurlingtonScores updated Jul 28, 2026About refreshed Aug 2, 2026

Landmark Financial Services

5.0 Google rating

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Landmark Financial Services website

Score breakdown

AI Visibility42
SEO77
  • Financial Planner
  • Vergennes, Vermont
  • (802) 877-2300
  • landmark-financial.com

Landmark Financial Services is a financial planner in Vergennes, VT. The firm provides money saving advice and wealth preservation strategies to residents in Burlington, Middlebury, Shelburne, Charlotte, Monkton, and the Ferrisburg area. Their services...

Ranked #1 of 1 Financial Planner listings in VergennesScores updated Jul 3, 2026About refreshed Aug 1, 2026
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Catamount Financial Advisors of Raymond James website

Score breakdown

AI Visibility46
SEO64
  • Financial Planner
  • Burlington, Vermont
  • (802) 448-6084
  • catamountski.com

Catamount Financial Advisors of Raymond James: Catamount Mountain Resort is a four-season destination in Hillsdale, NY. The resort serves skiers, snowboarders, and outdoor enthusiasts through a variety of seasonal activities, including winter skiing and snowboarding, summer zip lining, aerial adventures...

Ranked #9 of 33 Financial Planner listings in BurlingtonScores updated Jun 24, 2026About refreshed Jul 31, 2026

Client Centered Financial

5.0 Google rating

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Client Centered Financial website

Score breakdown

AI Visibility39
SEO73
  • Financial Planner
  • South Burlington, Vermont
  • (802) 651-6928
  • clientcenteredfinancial.com

Client Centered Financial is a financial planner in South Burlington, Vermont. The firm provides personalized financial services to individuals, couples, families, retirees, and businesses, with team members specializing in financial life planning, investment...

Ranked #2 of 3 Financial Planner listings in South BurlingtonScores updated Jun 7, 2026About refreshed Sep 19, 2026

Flood Financial Services

5.0 Google rating

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Flood Financial Services website

Score breakdown

AI Visibility35
SEO72
  • Financial Planner
  • South Burlington, Vermont
  • (802) 658-1511
  • floodfinancialservices.com

Flood Financial Services is a Financial Planner in South Burlington, VT, located at 1233 Shelburne Rd # E3. It holds a rating of 5.00 based on 0 reviews. Flood Financial Services Inc. is a locally-owned firm in South Burlington, Vermont, serving clients in 31...

Ranked #3 of 3 Financial Planner listings in South BurlingtonScores updated Jun 7, 2026About refreshed Sep 29, 2026
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One Day In July | Rutland website

Score breakdown

AI Visibility37
SEO66
  • Financial Planner
  • Rutland, Vermont
  • (802) 829-6954
  • onedayinjuly.com

One Day In July is a financial planner in Rutland, Vermont. The firm provides personalized investment management and financial advice to individuals, families, and institutions, working with clients to understand their financial goals and build investment...

Ranked #3 of 3 Financial Planner listings in RutlandScores updated Jul 19, 2026About refreshed Sep 23, 2026

Looking for the best financial planner in Vermont? BizScoreAI scores 34 Financial Planner listings across Vermont on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.

Frequently Asked Questions

How are Vermont Financial Planner listings ranked on BizScoreAI?

Each is scored on a composite of AI-search visibility, traditional SEO, citation presence and profile completeness - not paid placement.

How do I claim my financial planner listing in Vermont?

Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.

Is being listed free?

Yes. Every financial planner listing in Vermont is listed and scored for free, and claiming is free too.