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Fidelon
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Market Standing · 2026
The most transparent firms in Burlington-South Burlington.
45 scored firmsTop 3 recognizedfidelon.com/markets/burlington-south-burlington-vt
1IA-only—91Arank within Top 3; below the 80 standard
2
Tack Wealth
CRD 338489
IA-only—91Arank within Top 3; below the 80 standard
3IA-only$220M90.8ARecognized · Top 3
4IA-only$92.5M89.9A—
5IA-only—89.4A—
6
Emg
CRD 116184
IA-only$57M89.3A—
7
Ams Management
CRD 115640
IA-only$9.5M89A—
8IA-only$5.5M89A—
9IA-only$276M88.9A—
10IA-only$2.6M88.9A—
11IA-only$146M88.9A—
12IA-only$410M88.7A—
13IA-only$14.3M88.5A—
14IA-only$90K88.2A—
15
One Day In July
CRD 284335
IA-only$1.4B88.1A—
16IA-only$1.6B87.9B+—
17IA-only$98.6M87.7B+—
18IA-only$37.1M87.7B+—
19
Dwv Advisors
CRD 154148
IA-only$157M87.5B+—
20IA-only$16.6M87.4B+—
21
Poulos Advisors
CRD 141905
IA-only$150M87.3B+—
22
M. Kraus &
CRD 106749
IA-only$559M86.9B+—
23IA-only$319M86.3B+—
24IA-only$2.2M85.9B+—
25IA-only$656M85.7B+—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.