RIAs in Vermont
45 RIAs headquartered in Vermont managing a combined $74.4B.
By city
South BurlingtonVermont11 FIRMS · $3.1BBurlingtonVermont11 FIRMS · $14.2BManchester CenterVermont3 FIRMS · $171MShelburneVermont3 FIRMS · $878MWillistonVermont2 FIRMS · $1.1BManchesterVermont2 FIRMS · $3.1BMontpelierVermont2 FIRMS · $49.1BNorwichVermont2 FIRMS · $858MWhite River JunctionVermont1 FIRM · $15.4MNorth BenningtonVermont1 FIRM · $210MBenningtonVermont1 FIRM · $281MRutlandVermont1 FIRM · $25.5MSaint JohnsburyVermont1 FIRM · $111MChesterVermont1 FIRM · $39.8MBrattleboroVermont1 FIRM · $453MEssex JunctionVermont1 FIRM · $157MMiddleburyVermont1 FIRM · $583M
All RIAs in Vermont
Williams Financial, LLC
RIANorth Bennington, VT
AUM $210MTEAM 7REPS 4
DWV Advisors, LLC
RIAEssex Junction, VT
AUM $157MTEAM 1REPS 1
Poulos Advisors, Inc.
RIASouth Burlington, VT
AUM $150MTEAM 3REPS 2
44 North Capital, LLC
RIABurlington, VT
AUM $125MTEAM 3REPS 3
Quantum Leap Capital, LLC
RIASouth Burlington, VT
AUM $121MTEAM 5REPS 3
Milne Financial Planning, Inc.
RIASaint Johnsbury, VT
AUM $111MTEAM 3REPS 1
Equinox Financial Advisors, Inc.
RIAManchester Center, VT
AUM $111MTEAM 2REPS 1
Stage 2 Planning Partners LLC
RIASouth Burlington, VT
AUM $106MTEAM 2REPS 2
Oak Maple Finance, LLC
RIABurlington, VT
AUM $92.5MTEAM 5REPS 2
HWC Financial
RIAManchester Center, VT
AUM $60.4MTEAM 3REPS 2
EMG
RIASouth Burlington, VT
AUM $57MTEAM 4REPS 4
AFS Wealth Management LLC
RIAChester, VT
AUM $39.8MTEAM 1REPS 1
Pochop Financial Management, Inc.
RIASouth Burlington, VT
AUM $37.1MTEAM 1REPS 1
Greenhill Financial Partners
RIARutland, VT
AUM $25.5MTEAM 3REPS 2
Fenwick Investments, LLC
RIAWhite River Junction, VT
AUM $15.4MTEAM 1REPS 1
Blue Slate Investment Management
RIABurlington, VT
AUM $14.3MTEAM 1REPS 1
True North Financial Planning, LLC
RIASouth Burlington, VT
AUM $5.5MTEAM 1REPS 1
Shipwright Advisors
RIABurlington, VT
AUM $2.2MTEAM 1REPS 1
Cedar Wing LLC
RIAShelburne, VT
AUM —TEAM 1REPS 1
Amor Fati Financial Services LLC
RIASouth Burlington, VT
AUM —TEAM 1REPS 1
Wealth Management Partners, LLC
RIAManchester Center, VT
AUM —TEAM 1REPS 1
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