Investment advisers in Vermont
31 SEC-registered advisers with a main office in Vermont, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|
| Nlg Capital, LLC | Montpelier | $46.55B | — |
| Champlain Investment Partners, LLC | Burlington | $10.18B | 4 |
| Manchester Capital Management LLC | Manchester | $2.83B | 16 |
| Equity Services, Inc. | Montpelier | $2.78B | — |
| Maple Capital Management, Inc. | Montpelier | $2.58B | — |
| Pathway Financial Advisors, LLC | South Burlington | $1.65B | — |
| One Day in July LLC | Burlington | $1.36B | — |
| Hanson & Doremus Investment Management | Burlington | $1.06B | — |
| Silverlake Wealth Management LLC | Williston | $849.1M | — |
| Rock Point Advisors, LLC | Burlington | $655.7M | — |
| Addison Advisors LLC | Middlebury | $582.7M | — |
| Clean Yield Group Inc | Norwich | $571.2M | — |
| M. Kraus & Company | Shelburne | $559.3M | — |
| Prentiss Smith & Company, Inc. | Brattleboro | $453.1M | — |
| Eley Financial Management, Inc. | South Burlington | $409.6M | — |
| Antoine Williams & Associates Wealth Management, LLC | Shelburne | $318.9M | — |
| Otto & Associates, Inc. | Norwich | $286.6M | — |
| Bennington Financial Planning Group | Bennington | $281.5M | — |
| Farrow Financial Inc | South Burlington | $280.1M | — |
| Teucrium Investment Advisors, LLC | Burlington | $277.4M | — |
| Intrack Investment Management, Inc. | South Burlington | $275.7M | — |
| Hutner Capital Management Inc. | Manchester | $271.2M | 3 |
| Birchview Capital, LP | Burlington | $239.1M | 12 |
| Westview Management LLC | Burlington | $228.6M | — |
| Copper Leaf Financial, LLC | Williston | $219.6M | — |
| Williams Financial, LLC | North Bennington | $209.9M | — |
| Dwv Advisors, LLC | Essex Junction | $156.6M | — |
| Poulos Advisors, Inc. | South Burlington | $150.4M | — |
| 44 North Capital, LLC | Burlington | $125.1M | — |
| Quantum Leap Capital, LLC | South Burlington | $120.5M | 1 |
| Stage 2 Planning Partners LLC | S Burlington | $106.5M | — |