RIAs in Vermont
44 RIAs headquartered in Vermont managing a combined $74.4B.
By city
South BurlingtonVermont11 FIRMS · $3.1BBurlingtonVermont11 FIRMS · $14.2BManchester CenterVermont3 FIRMS · $165MWillistonVermont2 FIRMS · $1.1BManchesterVermont2 FIRMS · $3.1BMontpelierVermont2 FIRMS · $49.1BNorwichVermont2 FIRMS · $858MShelburneVermont2 FIRMS · $878MBrattleboroVermont1 FIRM · $453MNorth BenningtonVermont1 FIRM · $210MWhite River JunctionVermont1 FIRM · $15.4MRutlandVermont1 FIRM · $25.5MSaint JohnsburyVermont1 FIRM · $111MEssex JunctionVermont1 FIRM · $157MBenningtonVermont1 FIRM · $281MChesterVermont1 FIRM · $39.8MMiddleburyVermont1 FIRM · $583M
All RIAs in Vermont
NLG Capital LLC
RIAMontpelier, VT
AUM $46.5BTEAM 54REPS 7
Champlain Investment Partners, LLC
RIABurlington, VT
AUM $10.2BTEAM 32REPS 4
Manchester Capital Management LLC
RIAManchester, VT
AUM $2.8BTEAM 38REPS 19
Maple Capital Management, Inc.
RIAMontpelier, VT
AUM $2.6BTEAM 27REPS 14
Pathway Financial Advisors, LLC
RIASouth Burlington, VT
AUM $1.6BTEAM 11REPS 6
One Day In July LLC
RIABurlington, VT
AUM $1.4BTEAM 23REPS 13
Hanson & Doremus Investment Management
RIABurlington, VT
AUM $1.1BTEAM 14REPS 10
Silverlake Wealth Management LLC
RIAWilliston, VT
AUM $849MTEAM 13REPS 10
Rock Point Advisors, LLC
RIABurlington, VT
AUM $656MTEAM 9REPS 4
Marble Trail Advisors
RIAMiddlebury, VT
AUM $583MTEAM 9REPS 5
Clean Yield Asset Management
RIANorwich, VT
AUM $571MTEAM 9REPS 6
M. Kraus & Company
RIAShelburne, VT
AUM $559MTEAM 5REPS 5
Prentiss Smith & Company, Inc.
RIABrattleboro, VT
AUM $453MTEAM 8REPS 11
Broadlake Financial Management
RIASouth Burlington, VT
AUM $410MTEAM 5REPS 4
Antoine Williams & Associates Wealth Management, LLC
RIAShelburne, VT
AUM $319MTEAM 3REPS 2
Otto & Associates, Inc.
RIANorwich, VT
AUM $287MTEAM 6REPS 4
Bennington Financial Planning Group
RIABennington, VT
AUM $281MTEAM 3REPS 3
Farrow Financial Inc
RIASouth Burlington, VT
AUM $280MTEAM 4REPS 2
Teucrium Investment Advisors, LLC
RIABurlington, VT
AUM $277MTEAM 12REPS 4
Intrack Investment Management, Inc.
RIASouth Burlington, VT
AUM $276MTEAM 4REPS 5
Hutner Capital Management Inc.
RIAManchester, VT
AUM $271MTEAM 4REPS 2
Birchview Capital, LP
RIABurlington, VT
AUM $239MTEAM 6REPS 5
Westview Investment Advisors
RIABurlington, VT
AUM $229MTEAM 5REPS 4
Copper Leaf Financial, LLC
RIAWilliston, VT
AUM $220MTEAM 4REPS 4
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