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List of Financial planners in Vermont

There are 274 Financial planners in Vermont as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 116 Financial planners which is 42.34% of all Financial planners in Vermont are single-owner operations, while the remaining 158 which is 57.66% are part of larger brands. The top three cities with the most Financial planners are Burlington with 54 Financial planners, South Burlington with 40 Financial planners, Colchester with 27 Financial planners. Average age of Financial planners in Vermont is 5 years and 6 months.

Financial planners are also establishing a strong digital presence across various platforms: 143 have LinkedIn profiles, 104 have Facebook Pages, 30 are active on Instagram, 95 have X (formerly Twitter) handles, 1 are on TikTok, and 59 have YouTube channels. About 238 Financial planners have their own website and the remaining 36 don’t have their own website.

  • 274

    Number of Financial planners

  • 78

    Email addresses

  • 266

    Phone numbers

  • 238

    With Websites

  • 143

    LinkedIn Profiles

  • 104

    Facebook Profiles

  • 30

    Instagram Handles

  • 95

    X Handles

  • 1

    TikTok Profiles

  • 59

    YouTube Channels

Data updated on October 15, 2025
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Download list of Financial planners in Vermont

You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
Morgan StanleyAddressColchesterVermontUnited StatesEmailPhone15Link
Seth N Blanchard - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressColchesterVermontUnited StatesEmailPhone00Link
WellBridge Wealth - Ameriprise Financial Services, LLCAddressColchesterVermontUnited StatesEmailPhone00Link
One Day In July Financial Advisors | Burlington, VTAddressBurlingtonVermontUnited StatesEmailPhone23Link
Berger Financial Group South BurlingtonAddressSouth BurlingtonVermontUnited StatesEmailPhone00Link
Checkpoint Financial Advisors - Ameriprise Financial Services, LLCAddressBurlingtonVermontUnited StatesEmailPhone00Link
Angela Beaulieu, Bankers Life Agent and Bankers Life Securities Financial RepresentativeAddressSouth BurlingtonVermontUnited StatesEmailPhone00Link
Josephine Miller - Financial Advisor, Ameriprise Financial Services, LLCAddressBurlingtonVermontUnited StatesEmailPhone00Link
Guided Wealth Advisors - Ameriprise Financial Services, LLCAddressWillistonVermontUnited StatesEmailPhone00Link
Michael J Mathon - Financial Advisor, Ameriprise Financial Services, LLCAddressBurlingtonVermontUnited StatesEmailPhone00Link
[
  {
    "name": "Morgan Stanley",
    "address": "10**********",
    "phone": "********2424",
    "email": "pr********@mo**********",
    "lat": 44.5094782,
    "lng": -73.1867604,
    "url": "ht**********",
    "country": "United States",
    "state": "Vermont",
    "city": "Colchester",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Investment services,Financial planners,Financial consultants,Investment banks"
  },
  {
    "name": "Seth N Blanchard - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "90**********",
    "phone": "********7700",
    "email": "se**********@am******",
    "lat": 44.515288,
    "lng": -73.1803029,
    "url": "ht**********",
    "country": "United States",
    "state": "Vermont",
    "city": "Colchester",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "WellBridge Wealth - Ameriprise Financial Services, LLC",
    "address": "90**********",
    "phone": "********7700",
    "email": "We**********@am******",
    "lat": 44.515274,
    "lng": -73.180334,
    "url": "ht**********",
    "country": "United States",
    "state": "Vermont",
    "city": "Colchester",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "One Day In July Financial Advisors | Burlington, VT",
    "address": "77**********",
    "phone": "********8280",
    "email": "we*****@on**********",
    "lat": 44.4767645,
    "lng": -73.2168997,
    "url": "ht**********",
    "country": "United States",
    "state": "Vermont",
    "city": "Burlington",
    "star_count": 3,
    "rating_count": 2,
    "category_name": "Investment services,Financial planners,Financial advisors"
  },
  {
    "name": "Berger Financial Group South Burlington",
    "address": "11**********",
    "phone": "********4040",
    "email": "in**@be**********",
    "lat": 44.454688,
    "lng": -73.144612,
    "url": "ht**********",
    "country": "United States",
    "state": "Vermont",
    "city": "South Burlington",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment companies,Financial planners,Financial consultants,Tax preparation services,Tax preparations,National tax services"
  },
  {
    "name": "Checkpoint Financial Advisors - Ameriprise Financial Services, LLC",
    "address": "77**********",
    "phone": "********4040",
    "email": "jo**********@am******",
    "lat": 44.4767606,
    "lng": -73.2169032,
    "url": "ht**********",
    "country": "United States",
    "state": "Vermont",
    "city": "Burlington",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Angela Beaulieu, Bankers Life Agent and Bankers Life Securities Financial Representative",
    "address": "30**********",
    "phone": "********5788",
    "email": "an**********@ba**********",
    "lat": 44.4597472,
    "lng": -73.1527399,
    "url": "ht**********",
    "country": "United States",
    "state": "Vermont",
    "city": "South Burlington",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Josephine Miller - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "77**********",
    "phone": "********4040",
    "email": "Jo**********@am******",
    "lat": 44.4767422,
    "lng": -73.216885,
    "url": "ht**********",
    "country": "United States",
    "state": "Vermont",
    "city": "Burlington",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Guided Wealth Advisors - Ameriprise Financial Services, LLC",
    "address": "53**********",
    "phone": "********3800",
    "email": "cl**********@am******",
    "lat": 44.4528977,
    "lng": -73.1178814,
    "url": "ht**********",
    "country": "United States",
    "state": "Vermont",
    "city": "Williston",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Michael J Mathon - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "77**********",
    "phone": "********4040",
    "email": "mi**********@am******",
    "lat": 44.4767568,
    "lng": -73.2168973,
    "url": "ht**********",
    "country": "United States",
    "state": "Vermont",
    "city": "Burlington",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  }
]

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Number of Financial planners locations by each city/area

City/AreaPopulationNumber Of Financial planners
Burlington 42.45K54
South Burlington 18.79K40
Colchester 16.99K27
Williston 8.31K22
Rutland 15.82K18
Brattleboro 7.41K12
Bennington 9.07K11
Montpelier 7.59K9
Barre 8.75K8
Hartford 9.78K5
Middlebury (village) 6.59K5
Chester 2.99K4
Newport 4.44K4
Stowe 4.31K3
Waterbury 1.82K2
Bridport 1.22K1
Bristol 2.03K1
Essex Junction 10.11K1
Ferrisburgh 2.76K1
Milton 1.86K1
Northfield 2.10K1
Randolph 1.97K1
Rockingham 5.20K1
Saint Albans 6.92K1
Saint Johnsbury 6.19K1
Windsor 2.07K1
Woodstock 871.001

How many Financial planners are there in Vermont?

There are a total of 274 Financial planners in Vermont as of October 15, 2025.

Number of Financial planners in Vermont with Phone Number

266

Number of Financial planners in Vermont with Email

78

List of Financial planners in Vermont with Social Media Accounts

104

Facebook Profiles

30

Instagram Handles

143

LinkedIn Profiles

95

X Handles

1

TikTok Profiles

59

YouTube Channels

Download sales qualified leads of Financial planners in the Vermont

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in Vermont with/without Website

Download the list of Financial planners in Vermont as of October 15, 2025 with and without website information.

238

Number of Financial planners in Vermont with website

36

Number of Financial planners in Vermont without website

List of Financial planners in Vermont By Ratings

Download the data of the number of star-rated Financial planners in Vermont as of October 15, 2025.

3

Number of 1 star-rated Financial planners in Vermont

1

Number of 2 star-rated Financial planners in Vermont

5

Number of 3 star-rated Financial planners in Vermont

10

Number of 4 star-rated Financial planners in Vermont

52

Number of 5 star-rated Financial planners in Vermont

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The total number of Financial planners in Vermont is 274.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Vermont at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Vermont once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Vermont dataset costs $149.

There are 266 Financial planners in Vermont with phone numbers.

There are 78 Financial planners in Vermont with email addresses.

There are 99 Financial planners in Vermont with both phone numbers and email lists.

There are 143 Financial planners in Vermont with LinkedIn Profiles.

There are 104 Financial planners in Vermont with Facebook Profiles.

There are 30 Financial planners in Vermont with Instagram Handles.

There are 95 Financial planners in Vermont with X Handles.

There are 1 Financial planners in Vermont with TikTok Profiles.

There are 59 Financial planners in Vermont with YouTube Channels.

The total count of Financial planners in Vermont with a website is 238.

The total count of Financial planners in Vermont without a website is 36.

There are 52 5-star rated Financial planners in Vermont.

There are 10 4-star rated Financial planners in Vermont.

There are 5 3-star rated Financial planners in Vermont.

There are 1 2-star rated Financial planners in Vermont.

There are 3 1-star rated Financial planners in Vermont.

The average age of Financial planners in Vermont is 5 years and 6 months.

Burlington, South Burlington, and Colchester are the top 3 cities with the most number of Financial planners in Vermont. Burlington leads at the top with 54 Financial planners, at 19.71%. South Burlington follows with 40 Financial planners, at 14.60%. Colchester comes third with 27 Financial planners, accounting for 9.85% of its total.

Burlington, with the most number of Financial planners, is the best city for Financial planners in Vermont. It tops with 54 Financial planners, which is 19.71% of the total Financial planners in Vermont.

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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.