Rialytix insights

Top RIA Firms in Burlington, Vermont

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Burlington, Vermont. This hub covers 8 matching firms with $14.1B in total reported AUM and median AUM of $466.6M.

Firms

Matching current profiles

Total AUM

$14.1B

Reported regulatory AUM

Median AUM

$466.6M

Across firms with AUM

Largest firm

$10.2B

Champlain Investment Partners, LLC

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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. 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
2. 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
3. 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
4. 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
5. 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
6. 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
7. 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
8. 44 North Capital, LLC CRD 327552 · Limited Liability Company	BURLINGTON, VT	$125.1M Mar 2026	+$11.2M+9.8%	—	—	—	0 employees+0.0% over 1Y	+36 accounts+9.0% over 1Y

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.