Financial Planners in Vermont: Ranked Lists by City (2026)
4 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 4 Vermont cities, 68 city rankings in all. The largest lists are Burlington (17), Colchester (17) and Essex Junction (17).
Financial planners by city in Vermont
Every Vermont city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
| City | Ranked | Ranked #1 | Its RFA Score |
|---|---|---|---|
| Financial planners in Burlington | 17 | Burlington Tax & Business Services | 77 |
| Financial planners in Colchester | 17 | Burlington Tax & Business Services | 76 |
| Financial planners in Essex Junction | 17 | Burlington Tax & Business Services | 76 |
| Financial planners in South Burlington | 17 | Burlington Tax & Business Services | 77 |
Highest RFA Scores among Vermont financial planners
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Burlington Tax & Business Services | 77 | #1 in Burlington | 5.0★ (48) |
| 2 | InTrack Investment Management | 71 | #2 in South Burlington | 5.0★ (10) |
| 3 | The Vermont Agency | 70 | #2 in Colchester | 4.1★ (9) |