Investment advisers in Vermont
32 SEC-registered advisers with a main office in Vermont, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|
| Nlg Capital, Inc. | Montpelier | $39.1B | — |
| Champlain Investment Partners, LLC | Burlington | $16.25B | 3 |
| Manchester Capital Management LLC | Manchester | $3.54B | 16 |
| Equity Services, Inc. | Montpelier | $2.45B | — |
| Maple Capital Management, Inc. | Montpelier | $2.19B | — |
| Trg Investment Advisors, LLC | Brattleboro | $1.11B | — |
| One Day in July LLC | Burlington | $1.09B | — |
| Pathway Financial Advisors, LLC | South Burlington | $894.8M | — |
| Hanson & Doremus Investment Management | Burlington | $849.6M | — |
| Silverlake Wealth Management LLC | Williston | $572.7M | — |
| Rock Point Advisors, LLC | Burlington | $560.4M | — |
| Clean Yield Group Inc | Norwich | $538.8M | — |
| M. Kraus & Company | Shelburne | $523.5M | — |
| Teucrium Investment Advisors, LLC | Burlington | $494.9M | — |
| Addison Advisors LLC | Middlebury | $490.2M | — |
| Prentiss Smith & Company, Inc. | Brattleboro | $437M | — |
| Eley Financial Management, Inc. | South Burlington | $369M | — |
| Antoine Williams & Associates Wealth Management, LLC | Shelburne | $318.9M | — |
| Intrack Investment Management, Inc. | South Burlington | $286.2M | — |
| Hutner Capital Management Inc. | Manchester | $270.7M | 3 |
| Otto & Associates, Inc. | Norwich | $249.9M | — |
| Farrow Financial Inc | South Burlington | $242.1M | — |
| Bennington Financial Planning Group | Bennington | $223.8M | — |
| Westview Management LLC | Burlington | $196.8M | — |
| Williams Financial, LLC | North Bennington | $191.1M | — |
| Copper Leaf Financial, LLC | Williston | $190M | — |
| Birchview Capital, LP | Burlington | $183.1M | 12 |
| Dwv Advisors, LLC | Essex Junction | $148.4M | — |
| Poulos Advisors, Inc. | South Burlington | $133.3M | — |
| 44 North Capital, LLC | Burlington | $114M | — |
| Quantum Leap Capital, LLC | South Burlington | $113.5M | 1 |
| Stage 2 Planning Partners LLC | S Burlington | $106.5M | — |