Rialytix insights

Top RIA Firms in South Burlington, Vermont

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in South Burlington, Vermont. This hub covers 6 matching firms with $2.9B in total reported AUM and median AUM of $277.9M.

Firms

Matching current profiles

Total AUM

$2.9B

Reported regulatory AUM

Median AUM

$277.9M

Across firms with AUM

Largest firm

$1.6B

Pathway Financial Advisors, LLC

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

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. 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
2. 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
3. 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
4. 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
5. Poulos Advisors, INC. CRD 141905 · Corporation	SOUTH BURLINGTON, VT	$150.4M Feb 2026	—	—	—	+$17.1M+12.8%	0 employees+0.0% over Total	-7 accounts-2.1% over Total
6. Quantum Leap Capital, LLC CRD 165310 · Limited Liability Company	SOUTH BURLINGTON, VT	$120.5M Apr 2026	+$7.0M+6.2%	—	—	+$15.5M+14.8%	0 employees+0.0% over 1Y	-34 accounts-5.6% 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.