RIAs in Vermont

RIA	People	AUM
Nlg Capital LLC	—	$46.55Bas of Mar 2026
Champlain Investment Partners, LLC	—	$10.18Bas of Mar 2026
Manchester Capital Management LLC	Philip KirshmanBartholomew EarleyGriffin Sivret+9 more	$2.83Bas of Jul 2026
Esi Financial Advisors	Brian BrandaJohn WelchFrank Grasso+503 more	$2.78Bas of Jul 2026
Maple Capital Management, Inc.	Debbie MontgomeryRichard LitchfieldRamsey Luhr+12 more	$2.58Bas of Aug 2026
Pathway Financial Advisors, LLC	Darren BeckJonathan SmithScott Beaudin+3 more	$1.65Bas of Jul 2026
One Day in July LLC	William KosterDaniel CunninghamNancy Westbrook+11 more	$1.36Bas of Sep 2026
Hanson & Doremus Investment Management	Eric EklofArthur WrightEvan Pemberton+7 more	$1.06Bas of Sep 2026
Silverlake Wealth Management LLC	Thomas GolonkaRyan BergmannRobert Eddy+6 more	$849.1Mas of Jul 2026
Rock Point Advisors, LLC	Timothy HumphreyMichael HuffmanTodd Wulfson+1 more	$655.7Mas of Mar 2026
Marble Trail Advisors	Eileen McCaffreyDonald DevostSkylar Atkins+1 more	$582.7Mas of Feb 2026
Clean Yield Asset Management	Eric BeckerElizabeth GlenshawKofi Kodua+3 more	$571.2Mas of Mar 2026
M. Kraus & Company	Aileen KrausChristopher CapanoDenise Dalton+2 more	$559.3Mas of Aug 2026
Prentiss Smith & Company, Inc.	Prentiss SmithGertrude SavillePenelope Kaufman+2 more	$453.1Mas of Jun 2026
Broadlake Financial Management	Joseph DieboldMatthew MalaneyAndrew Murphy+1 more	$409.6Mas of Mar 2026
Antoine Williams & Associates Wealth Management, LLC	Antoine WilliamsTina Lagrow	$318.9Mas of Jun 2026
Otto & Associates, Inc.	David OttoSusan GoodellDeborah Maher	$286.6Mas of Mar 2026
Bennington Financial Planning Group	Donald McKennaBrian McKennaMichael McKenna	$281.5Mas of Mar 2026
Farrow Financial Inc	Jody White	$280.1Mas of May 2026
Teucrium Investment Advisors, LLC	—	$277.4Mas of Sep 2026
Intrack Investment Management, Inc.	Brett PeltzerMyron SopherMatthew Sopher+1 more	$275.7Mas of Mar 2026
Hutner Capital Management Inc.	Daniel HutnerDaniel Hutner	$271.2Mas of Mar 2026
Birchview Capital, LP	—	$239.1Mas of Mar 2026
Westview Investment Advisors	Benjamin NostrandEric HallmanLouise Gibbs+1 more	$228.6Mas of Feb 2026
Copper Leaf Financial, LLC	John DavisBret HodgdonBreanna Sykes+2 more	$219.6Mas of Feb 2026
Williams Financial, LLC	Daryl SpirkaJames WilliamsTyler Cinelli+1 more	$209.9Mas of Mar 2026
Dwv Advisors, LLC	Dennis Voigt	$156.6Mas of Jun 2026
Poulos Advisors, Inc.	Kyle AbrahamovichBeth Wilson	$150.4Mas of Feb 2026
44 North Capital, LLC	Jonathan LandryAlexandra Forest	$125.1Mas of Aug 2026
Quantum Leap Capital, LLC	William WalshAlison DavisDeirdre Keenan	$120.5Mas of Apr 2026
Milne Financial Planning, Inc.	James Milne	$111.3Mas of Jul 2026
Equinox Financial Advisors, Inc.	Tyson Fielding	$110.9Mas of Aug 2026
Stage 2 Planning Partners LLC	Sandra MaynardChristopher Douglass	$106.5Mas of Jun 2026
Oak Maple Finance, LLC	Rebecca WalshCorrie Parker	$92.5Mas of Jun 2026
Hwc Financial	Kevin TheissenZachary Levine	$60.4Mas of Mar 2026
Emg	Todd ToensingScott BaldwinJason Brown	$57Mas of Mar 2026
Afs Wealth Management LLC	Hudsen Hagland	$39.8Mas of May 2026
Pochop Financial Management, Inc.	Rene Pochop	$37.1Mas of Jan 2026
Greenhill Financial Partners	Steven MorneauDominic Stilwell	$27.1Mas of Aug 2026
Fenwick Investments, LLC	Carl Bulgini	$15.4Mas of Mar 2026
Blue Slate Investment Management	Erik Giard-Chase	$14.3Mas of Aug 2026
True North Financial Planning, LLC	Thomas Dettre	$5.5Mas of Feb 2026
Shipwright Advisors	David Owen	$2.2Mas of Mar 2026
Amor Fati Financial Services LLC	Ethan Baldwin	$0as of Nov 2025
Cedar Wing LLC	Seth Anderson	$0as of Apr 2026
Cif Management Inc.	—	—
Df Venture Management, LLC	—	—
Hula Community Partners, LLC	—	—
Wealth Management Partners, LLC	—	—
Xlcr Capital LLC	—	—

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