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
WILLIAMS FINANCIAL, LLC
RIAnorth bennington, VT
AUM $210MTEAM 7REPS 4
DWV ADVISORS, LLC
RIAESSEX JUNCTION, VT
AUM $157MTEAM 1REPS 1
POULOS ADVISORS, INC.
RIASOUTH BURLINGTON, VT
AUM $150MTEAM 3REPS 2
44 NORTH CAPITAL, LLC
RIABURLINGTON, VT
AUM $125MTEAM 3REPS 3
QUANTUM LEAP CAPITAL, LLC
RIASOUTH BURLINGTON, VT
AUM $121MTEAM 5REPS 3
MILNE FINANCIAL PLANNING, INC.
RIASAINT JOHNSBURY, VT
AUM $111MTEAM 3REPS 1
STAGE 2 PLANNING PARTNERS LLC
RIASOUTH BURLINGTON, VT
AUM $106MTEAM 2REPS 2
EQUINOX FINANCIAL ADVISORS, INC.
RIAMANCHESTER CENTER, VT
AUM $105MTEAM 2REPS 1
OAK MAPLE FINANCE, LLC
RIABURLINGTON, VT
AUM $92.5MTEAM 5REPS 2
HWC FINANCIAL
RIAMANCHESTER CENTER, VT
AUM $60.4MTEAM 3REPS 2
EMG
RIASOUTH BURLINGTON, VT
AUM $57MTEAM 4REPS 4
AFS WEALTH MANAGEMENT LLC
RIACHESTER, VT
AUM $39.8MTEAM 1REPS 1
POCHOP FINANCIAL MANAGEMENT, INC.
RIASOUTH BURLINGTON, VT
AUM $37.1MTEAM 1REPS 1
GREENHILL FINANCIAL PARTNERS
RIARUTLAND, VT
AUM $25.5MTEAM 3REPS 3
FENWICK INVESTMENTS, LLC
RIAWHITE RIVER JUNCTION, VT
AUM $15.4MTEAM 1REPS 1
BLUE SLATE INVESTMENT MANAGEMENT
RIABURLINGTON, VT
AUM $14.3MTEAM 1REPS 1
TRUE NORTH FINANCIAL PLANNING, LLC
RIASOUTH BURLINGTON, VT
AUM $5.5MTEAM 1REPS 1
SHIPWRIGHT ADVISORS
RIABURLINGTON, VT
AUM $2.2MTEAM 1REPS 1
AMOR FATI FINANCIAL SERVICES LLC
RIASOUTH BURLINGTON, VT
AUM —TEAM 1REPS 1
WEALTH MANAGEMENT PARTNERS, LLC
RIAMANCHESTER CENTER, VT
AUM —TEAM 1REPS 1
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