Top 8 fastest-growing RIAs in Vermont (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Pathway Financial Advisors, LLC SOUTH BURLINGTON	$783M → $1.65B	2.11× 1.6× typical	5 → 7	0	Organic	Schwab	71.7
2	Silverlake Wealth Management LLC WILLISTON	$485.7M → $849.1M	1.75× 1.3× typical	7 → 11	0	Organic	Fidelity	70.5
3	One Day in July LLC BURLINGTON	$797.7M → $1.36B	1.71× 1.3× typical	9 → 13	0	Organic	Schwab	68.6
4	Maple Capital Management, Inc. MONTPELIER	$1.72B → $2.58B	1.5× 1.1× typical	23 → 27	0	Organic	Schwab	57.8
5	Hutner Capital Management Inc. MANCHESTER	$193.9M → $271.2M	1.4× 1.0× typical	2 → 3	0	Organic	Pershing	55.0
6	Bennington Financial Planning Group BENNINGTON	$183.7M → $281.5M	1.53× 1.1× typical	3 → 3	0	Organic	Raymond James	46.9
7	Marble Trail Advisors MIDDLEBURY	$431.1M → $582.7M	1.35× 1.0× typical	5 → 6	-1	Organic	Schwab	44.6
8	Hanson & Doremus Investment Management BURLINGTON	$736.7M → $1.06B	1.44× 1.1× typical	11 → 10	0	Organic	Schwab	41.3

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Vermont.

How we ranked