Firms by city
Registered investment advisers in South Burlington, VT
6 SEC-registered advisers headquartered in South Burlington, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Pathway Financial Advisors | South Burlington, VT | $1.65B |
| Eley Financial Management | South Burlington, VT | $410M |
| Farrow Financial | South Burlington, VT | $280M |
| Intrack Investment Management | South Burlington, VT | $276M |
| Poulos Advisors | South Burlington, VT | $150M |
| Quantum Leap Capital | South Burlington, VT | $121M |
- Headquarters
- South Burlington, VT
- Regulatory AUM
- $1.65B
- Headquarters
- South Burlington, VT
- Regulatory AUM
- $410M
- Headquarters
- South Burlington, VT
- Regulatory AUM
- $280M
- Headquarters
- South Burlington, VT
- Regulatory AUM
- $276M
- Headquarters
- South Burlington, VT
- Regulatory AUM
- $150M
- Headquarters
- South Burlington, VT
- Regulatory AUM
- $121M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in South Burlington on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Vermont.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.