List of Financial advisors in Vermont
Vermont has 165 Financial advisors in this dataset, last verified September 6, 2026. It ranks 47th of 50 states with 0.4% of the national total, between New Mexico (215) and District of Columbia (158).
Email is harder to come by in Vermont: 33 records (20%) include an email address, well below the national rate of 28.7%, so phone should carry more of the outreach. 165 (100%) list a phone number, and 33 carry both.
96.4% of Financial advisors in Vermont have a website, in line with the national average of 94.7%. Only 6 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 47 rated Financial advisors in Vermont, 72% hold a 5-star average, below the national figure of 79%. 3 are rated 1 to 2 stars (6.4% of rated businesses, above the national 5.8%), a natural shortlist for reputation management and review software.
Social Media Reach
22
13
28
14
YouTube
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Financial advisors List in Vermont
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | CHS Wealth Management & CPAs | Address | Williston | Vermont | United States | Email | Phone | 0 | 0 | — | — | ||||
Pastore Financial Group | Address | South Burlington | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Edward Jones - Financial Advisor: Brady Prentice, CEPA® | Address | Shelburne | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Farrow Financial Inc. | Address | South Burlington | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Charles Schwab | Address | Burlington | Vermont | United States | Email | Phone | 5 | 4.2 | — | — | — | — | ||
 | Raymond James & Associates | Address | Burlington | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Rock Point Advisors | Address | Burlington | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Mary Capparuccini, Partner - Hadley Financial Group | Address | South Burlington | Vermont | United States | Email | Phone | 2 | 5 | ||||||
Shepherd Financial Services | Address | South Burlington | Vermont | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | Merrill Lynch Wealth Management | Address | Manchester Center | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | GateHouse Financial Advisors, LLC | Address | Manchester Center | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Pochop Financial Management | Address | South Burlington | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Jonathan Barnes - Morgan Stanley | Address | Colchester | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
M Kraus & Co | Address | Shelburne | Vermont | United States | Email | Phone | 2 | 5 | — | — | — | — | |||
 | Merrill Lynch Financial Advisor Matthew Flotteron | Address | Burlington | Vermont | United States | Email | Phone | 1 | 1 | — | — | — | — |
This is a randomized preview — the full database contains 165 records with complete field coverage.
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165 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial advisors in Vermont
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 165 Financial advisors in Vermont, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Vermont
Each of these buyers can work the 165 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 165 Financial advisors in Vermont.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Contact Form Outreach in Vermont
Start with the 33 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (165): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (33): 20% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Website contact forms (31): businesses with a contact page URL give you another way in when no email is listed.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Vermont
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (3): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (143): 87% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Vermont
Rank areas inside Vermont by record count before sending reps out:
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial advisors in Vermont
165 records · verified September 6, 2026
- Phone numbers
- 165
- Email addresses
- 33
- Phone and email
- 33
- Websites
- 159
Google ratings· 47 rated (28%)
72% hold 5 stars
- 1-star rated
- 2
- 4.3% of rated
- 2-star rated
- 1
- 2.1% of rated
- 3-star rated
- 4
- 8.5% of rated
- 4-star rated
- 6
- 12.8% of rated
- 5-star rated
- 34
- 72.3% of rated
Social profiles:
- LinkedIn:28· 17%
- Facebook:22· 13.3%
- YouTube:14· 8.5%
- Instagram:13· 7.9%
- X (Twitter):11· 6.7%
Financial advisors in Vermont are a phone-first market: 100% list a phone number but only 20% publish an email. Among 47 rated Financial advisors, 72% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial advisors by Location
Browse datasets for Financial advisors across nearby locations
Frequently asked questions about Financial advisors in Vermont
Everything you need to know about our financial advisors database for Vermont: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in Vermont?
There are 165 financial advisors in Vermont in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Vermont, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial advisors data for Vermont?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial advisors database for Vermont?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial advisors businesses in Vermont?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Vermont as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for Vermont cost?
The complete financial advisors leads database for Vermont costs $10 as a one-time payment.
You get instant access to all 165 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial advisors contacts in Vermont specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial advisors data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Vermont financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial advisors in Vermont have phone numbers?
165 financial advisors in Vermont (100% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in Vermont have email addresses?
33 financial advisors in Vermont (20%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial advisors in Vermont have both a phone number and an email address?
33 financial advisors in Vermont have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial advisors in Vermont are active on social media?
Social profile coverage for financial advisors in Vermont: 28 on LinkedIn, 22 on Facebook, 13 on Instagram, 14 on YouTube, 11 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial advisors in Vermont have a website?
159 financial advisors in Vermont (96%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial advisors in Vermont do not have a website?
6 financial advisors in Vermont operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial advisors in Vermont?
Rating breakdown for financial advisors in Vermont: 34 with a 5-star rating, 6 with a 4-star rating, 4 with a 3-star rating, 1 with a 2-star rating, 2 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial advisors data for other states or the entire US?
Yes. The national Financial advisors database covers all 50 US states, and individual state and major-city lists are also available.
If you buy Vermont first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial advisors contact data in Vermont legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.