Ranking, Vermont

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Vermont

As of October 2, 2026, Quantum Leap Capital, LLC ranked #1 in Vermont in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 136.2%, from a base of 141.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Vermont
Rank	Firm	City	Growth	Starting value
1	Quantum Leap Capital, LLC	South Burlington	136.2%	141
2	Silverlake Wealth Management LLC	Williston	48.5%	722
3	Maple Capital Management, Inc.	Montpelier	15.4%	1,386
4	One Day in July LLC	Burlington	10.4%	1,251
5	Westview Investment Advisors	Burlington	9.0%	155
6	44 North Capital, LLC	Burlington	9.0%	402
7	Marble Trail Advisors	Middlebury	8.7%	345
8	Bennington Financial Planning Group Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Bennington	7.5%	359
9	Clean Yield Asset Management	Norwich	6.6%	241
10	Williams Financial, LLC	North Bennington	5.9%	256
11	Hanson & Doremus Investment Management	Burlington	4.5%	595
12	Esi Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Montpelier	4.0%	12,300
13	Farrow Financial Inc	South Burlington	3.7%	189
14	Hutner Capital Management Inc.	Manchester	2.6%	117
15	Pathway Financial Advisors, LLC	South Burlington	2.0%	254
16	Otto & Associates, Inc.	Norwich	1.3%	150
17	M. Kraus & Company	Shelburne	0.9%	226
18	Intrack Investment Management, Inc.	South Burlington	0.0%	189
19	Rock Point Advisors, LLC	Burlington	-0.4%	244
20	Poulos Advisors, Inc.	South Burlington	-1.5%	135
21	Broadlake Financial Management	South Burlington	-1.7%	471
22	Antoine Williams & Associates Wealth Management, LLC	Shelburne	-1.8%	342
23	Copper Leaf Financial, LLC	Williston	-2.4%	169
24	Prentiss Smith & Company, Inc.	Brattleboro	-3.3%	330
25	Manchester Capital Management LLC	Manchester	-6.2%	259

25 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Client growth by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.