Home › Business Search › Vermont › Burlington › Financial Planner

Best Financial Planners in Burlington, Vermont

10 businesses
Filters
Business type
Location
10 listings
Clear all
Vermont×Burlington×Financial Planner×Clear All

Claimed listings first, then by BizScore. How we score

10Financial Planners scored in Burlington
53Average BizScore
62Top BizScore
0%AI Visibility 50 or higher
67Average SEO score
4.4Average Google rating (7 rated)

Top Financial Planners in Burlington

Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business

Showing 1-10 of 10 Financial Planners listings in Burlington, VT · page 1 of 1

#1Commonwealth Financial Group of Burlington

4.5 Google rating · 6 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Commonwealth Financial Group of Burlington website

Score breakdown

AI Visibility46
AI Ready10
SEO72
Freshness100
  • Financial Planner
  • Burlington, Vermont
  • (802) 557-6581
  • commonwealth.com
Category rank by BizScore: #4 of 33 Financial Planner listings in BurlingtonScores updated Oct 28, 2026
View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Catamount Financial Advisors of Raymond James website

Score breakdown

AI Visibility46
AI Ready-
SEO64
Freshness-
  • Financial Planner
  • Burlington, Vermont
  • (802) 448-6084
  • raymondjames.com
Category rank by BizScore: #9 of 33 Financial Planner listings in BurlingtonScores updated Jun 24, 2026
View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Castle Advisors website

Score breakdown

AI Visibility43
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Burlington, Vermont
  • (802) 497-3621
  • castle.xyz
Category rank by BizScore: #10 of 33 Financial Planner listings in BurlingtonScores updated Sep 18, 2026

#4Pathway Financial Advisors LLC

3.0 Google rating · 4 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Pathway Financial Advisors LLC website

Score breakdown

AI Visibility49
AI Ready17
SEO64
Freshness100
  • 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...

Category rank by BizScore: #7 of 33 Financial Planner listings in BurlingtonScores updated Oct 28, 2026
View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Rock Point Advisors website

Score breakdown

AI Visibility37
AI Ready-
SEO80
Freshness-
  • Financial Planner
  • Burlington, Vermont
  • (802) 864-2266
  • rockpointadvisors.com
Category rank by BizScore: #11 of 33 Financial Planner listings in BurlingtonScores updated Jul 28, 2026

#6Wells Fargo Advisors of Burlington

4.0 Google rating · 4 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Wells Fargo Advisors of Burlington website

Score breakdown

AI Visibility28
AI Ready22
SEO75
Freshness-
  • Financial Planner
  • Burlington, Vermont
  • (802) 864-8000
  • wellsfargo.com
Category rank by BizScore: #20 of 33 Financial Planner listings in BurlingtonScores updated Oct 26, 2026

#7Merrill Lynch Wealth Management of Burlington

4.3 Google rating · 3 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Merrill Lynch Wealth Management of Burlington website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • 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.

Category rank by BizScore: #16 of 33 Financial Planner listings in BurlingtonScores updated Sep 28, 2026

#8Sequoia Financial Group of Burlington

5.0 Google rating · 1 review

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Sequoia Financial Group of Burlington website

Score breakdown

AI Visibility36
AI Ready-
SEO56
Freshness-
  • Financial Planner
  • Burlington, Vermont
  • (802) 660-8999
  • sequoia.com
Category rank by BizScore: #19 of 33 Financial Planner listings in BurlingtonScores updated Jun 24, 2026

#9Peregrine Wealth Management of Raymond James

5.0 Google rating · 1 review

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Peregrine Wealth Management of Raymond James website

Score breakdown

AI Visibility46
AI Ready-
SEO40
Freshness-
  • Financial Planner
  • Burlington, Vermont
  • (802) 448-6071
  • app.peregrine.io
Category rank by BizScore: #5 of 33 Financial Planner listings in BurlingtonScores updated Oct 28, 2026

#10Nicholas Roop - Financial Planner - CFG of Burlington

5.0 Google rating · 3 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Nicholas Roop - Financial Planner - CFG of Burlington website

Score breakdown

AI Visibility18
AI Ready13
SEO69
Freshness60
  • Financial Planner
  • Burlington, Vermont
  • (802) 391-0088
  • nicholasfoc.com
Category rank by BizScore: #30 of 33 Financial Planner listings in BurlingtonScores updated Oct 25, 2026
Is this your business? Claim your free listing →

What the Data Shows for Financial Planners in Burlington

0% of the 10 financial planners we measured in Burlington reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 38, compared with an average SEO score of 67.

The average Google rating across 7 rated financial planners is 4.4, and the median listing has 3 reviews.

None of the 10 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 10 financial planners in Burlington, Vermont by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Burlington ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Burlington, Vermont does BizScoreAI track?

10 financial planners in Burlington currently meet the profile-quality bar for this page, with an average BizScore of 53 and a top score of 62.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 0% of measured financial planners in Burlington score 50 or higher.

Is being listed free?

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