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Top RIA Firms in Vermont
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Vermont. This hub covers 31 matching firms with $76.6B in total reported AUM and median AUM of $294.9M.
Firms
31
Matching current profiles
Total AUM
$76.6B
Reported regulatory AUM
Median AUM
$294.9M
Across firms with AUM
Largest firm
$46.5B
Nlg Capital, INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Nlg Capital, INC. CRD 109396 · Limited Liability Company | MONTPELIER, VT | $46.5B Mar 2026 | +$7.4B+19.0% | +$10.9B+30.7% | +$15.3B+48.9% | +$21.0B+82.3% | +25 employees+86.2% over 3Y | +3 accounts+42.9% over 3Y |
| 2. Champlain Investment Partners, LLC CRD 132474 · Limited Liability Company | BURLINGTON, VT | $10.2B Mar 2026 | -$7.1B-41.3% | -$12.3B-54.8% | -$4.1B-28.6% | +$5.9B+140.8% | -17 employees-34.7% over 3Y | -36 accounts-29.0% over 3Y |
| 3. Manchester Capital Management LLC CRD 110003 · Limited Liability Company | MANCHESTER, VT | $2.8B Mar 2026 | -$889.5M-23.9% | -$335.1M-10.6% | -$784.1M-21.7% | +$1.1B+60.7% | +5 employees+15.2% over 3Y | -164 accounts-10.1% over 3Y |
| 4. Esi Financial Advisors CRD 265 · Corporation | MONTPELIER, VT | $2.8B Mar 2026 | +$326.1M+13.3% | +$539.7M+24.1% | +$1.0B+57.9% | +$1.9B+215.0% | +60 employees+13.6% over 3Y | +1,979 accounts+19.0% over 3Y |
| 5. Maple Capital Management, INC. CRD 130209 · Corporation | MONTPELIER, VT | $2.6B Mar 2026 | +$856.2M+49.7% | +$985.4M+61.8% | +$1.5B+149.4% | +$2.2B+556.1% | +5 employees+22.7% over 3Y | +1,411 accounts+65.1% over 3Y |
| 6. Pathway Financial Advisors, LLC CRD 124801 · Limited Liability Company | SOUTH BURLINGTON, VT | $1.6B Mar 2026 | +$866.2M+110.6% | +$882.6M+115.1% | +$1.0B+163.6% | +$1.5B+1111.4% | -2 employees-15.4% over 3Y | +233 accounts+25.5% over 3Y |
| 7. One Day In July LLC CRD 284335 · Limited Liability Company | BURLINGTON, VT | $1.4B Feb 2026 | +$274.3M+25.2% | +$793.8M+139.3% | +$994.9M+269.8% | +$1.2B+891.0% | +8 employees+53.3% over 3Y | +2,190 accounts+120.3% over 3Y |
| 8. Hanson & Doremus Investment Management CRD 108045 · Corporation | BURLINGTON, VT | $1.1B Apr 2026 | +$211.3M+24.9% | +$454.5M+75.0% | +$523.9M+97.6% | +$823.5M+346.9% | +1 employees+7.7% over 3Y | +261 accounts+20.1% over 3Y |
| 9. Silverlake Wealth Management LLC CRD 165525 · Limited Liability Company | WILLISTON, VT | $849.1M Apr 2026 | +$276.4M+48.3% | +$428.3M+101.8% | +$483.3M+132.1% | — | +2 employees+18.2% over 3Y | +1,136 accounts+75.5% over 3Y |
| 10. Rock Point Advisors, LLC CRD 130825 · Limited Liability Company | BURLINGTON, VT | $655.7M Mar 2026 | +$128.4M+24.4% | +$102.1M+18.4% | +$264.5M+67.6% | +$384.6M+141.8% | 0 employees+0.0% over 3Y | -101 accounts-17.0% over 3Y |
| 11. Marble Trail Advisors CRD 154744 · Limited Liability Company | MIDDLEBURY, VT | $582.7M Feb 2026 | +$92.5M+18.9% | +$264.2M+82.9% | +$385.5M+195.4% | +$464.7M+393.8% | +1 employees+12.5% over 3Y | +505 accounts+53.7% over 3Y |
| 12. Clean Yield Asset Management CRD 104826 · Corporation | NORWICH, VT | $571.2M Mar 2026 | +$32.5M+6.0% | +$93.4M+19.6% | +$118.0M+26.0% | +$394.1M+222.5% | +1 employees+12.5% over 3Y | +26 accounts+4.1% over 3Y |
| 13. M. Kraus & Company CRD 106749 · Corporation | SHELBURNE, VT | $559.3M Mar 2026 | +$35.8M+6.8% | +$111.2M+24.8% | +$212.6M+61.3% | +$396.9M+244.5% | 0 employees+0.0% over 3Y | +43 accounts+9.8% over 3Y |
| 14. Prentiss Smith & Company, INC. CRD 110928 · Corporation | BRATTLEBORO, VT | $453.1M Mar 2026 | +$16.1M+3.7% | +$51.0M+12.7% | +$3.4M+0.7% | -$19.6M-4.2% | -1 employees-11.1% over 3Y | -9 accounts-1.4% over 3Y |
| 15. Broadlake Financial Management CRD 105057 · Corporation | SOUTH BURLINGTON, VT | $409.6M Mar 2026 | +$40.5M+11.0% | +$124.4M+43.6% | +$112.8M+38.0% | +$264.7M+182.7% | +1 employees+25.0% over 3Y | -57 accounts-4.7% over 3Y |
| 16. Antoine Williams & Associates Wealth Management, LLC CRD 312253 · Limited Liability Company | SHELBURNE, VT | $294.9M Feb 2026 | +$65.7M+28.6% | +$121.9M+70.4% | — | — | +1 employees+50.0% over 3Y | +152 accounts+18.6% over 3Y |
| 17. Otto & Associates, INC. CRD 109493 · Corporation | NORWICH, VT | $286.6M Mar 2026 | +$36.7M+14.7% | +$92.2M+47.4% | +$99.1M+52.9% | +$202.1M+238.9% | 0 employees+0.0% over 3Y | +50 accounts+8.6% over 3Y |
| 18. Bennington Financial Planning Group CRD 116302 · Corporation | BENNINGTON, VT | $281.5M Mar 2026 | +$97.8M+53.2% | +$111.5M+65.6% | +$170.6M+153.9% | +$170.6M+153.9% | 0 employees+0.0% over 3Y | +174 accounts+29.8% over 3Y |
| 19. Farrow Financial INC CRD 110526 · Corporation | SOUTH BURLINGTON, VT | $280.1M May 2026 | +$38.1M+15.7% | +$85.3M+43.8% | +$77.6M+38.3% | +$166.8M+147.1% | -1 employees-20.0% over 3Y | +58 accounts+11.3% over 3Y |
| 20. Teucrium Investment Advisors, LLC CRD 318799 · Limited Liability Company | BURLINGTON, VT | $277.4M May 2026 | +$154.3M+125.2% | +$275.4M+13591.5% | — | — | +4 employees+50.0% over 3Y | +12 accounts+1200.0% over 3Y |
| 21. Intrack Investment Management, INC. CRD 106450 · Corporation | SOUTH BURLINGTON, VT | $275.7M Mar 2026 | -$10.5M-3.7% | +$68.5M+33.0% | +$73.2M+36.1% | +$196.6M+248.3% | -2 employees-33.3% over 3Y | +89 accounts+17.8% over 3Y |
| 22. Hutner Capital Management INC. CRD 107896 · Corporation | MANCHESTER, VT | $271.2M Mar 2026 | +$464.7K+0.2% | +$81.1M+42.7% | +$104.4M+62.6% | +$194.3M+252.6% | 0 employees+0.0% over 3Y | +7 accounts+6.1% over 3Y |
| 23. Birchview Capital, LP CRD 170534 · Limited Partnership | BURLINGTON, VT | $239.1M Mar 2026 | +$56.0M+30.6% | +$28.6M+13.6% | -$11.1M-4.4% | +$219.1M+1095.6% | -1 employees-14.3% over 3Y | 0 accounts+0.0% over 3Y |
| 24. Westview Investment Advisors CRD 305655 · Limited Liability Company | BURLINGTON, VT | $228.6M Feb 2026 | +$48.2M+26.7% | +$71.3M+45.3% | +$98.1M+75.2% | — | +1 employees+25.0% over 3Y | +27 accounts+6.0% over 3Y |
| 25. Copper Leaf Financial, LLC CRD 285378 · Limited Liability Company | WILLISTON, VT | $219.6M Feb 2026 | +$29.6M+15.6% | +$75.7M+52.6% | — | +$103.3M+88.9% | -2 employees-33.3% over 3Y | +101 accounts+22.4% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.