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 · $854MBRATTLEBOROVermont1 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 $295MTEAM 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
FINTRX platform
Need contacts and allocation intelligence for these firms?