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For asset managers
AdvisorIQ

Ranking, Vermont

Fastest-growing wealth firms over three years, including broker-dealer firms in Vermont

As of October 2, 2026, Pathway Financial Advisors, LLC ranked #1 in Vermont in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 35.9%, from a base of $656.4 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Rank Firm City Growth Starting value
1 Pathway Financial Advisors, LLC South Burlington 35.9% $656.4 million
2 One Day in July LLC Burlington 32.4% $587.5 million
3 Silverlake Wealth Management LLC Williston 26.4% $420.7 million
4 Maple Capital Management, Inc. Montpelier 23.6% $1.4 billion
5 Bennington Financial Planning Group Broker-dealer affiliated Bennington 23.3% $150.0 million
6 Antoine Williams & Associates Wealth Management, LLC Shelburne 22.6% $173.1 million
7 Marble Trail Advisors Middlebury 22.3% $318.5 million
8 Hanson & Doremus Investment Management Burlington 20.5% $606.4 million
9 Esi Financial Advisors Broker-dealer affiliated Montpelier 14.2% $1.9 billion
10 Otto & Associates, Inc. Norwich 13.8% $194.5 million
11 Copper Leaf Financial, LLC Williston 13.8% $149.0 million
12 Westview Investment Advisors Burlington 13.3% $157.4 million
13 Farrow Financial Inc South Burlington 12.9% $194.9 million
14 Broadlake Financial Management South Burlington 12.8% $285.1 million
15 Hutner Capital Management Inc. Manchester 12.6% $190.1 million
16 Rock Point Advisors, LLC Burlington 12.5% $460.4 million
17 Williams Financial, LLC North Bennington 12.5% $147.6 million
18 DWV Advisors, LLC Essex Junction 10.3% $116.8 million
19 Intrack Investment Management, Inc. South Burlington 10.0% $207.3 million
20 M. Kraus & Company Shelburne 7.7% $448.1 million
21 Clean Yield Asset Management Norwich 6.1% $477.8 million
22 Birchview Capital, LP Burlington 4.3% $210.5 million
23 Prentiss Smith & Company, Inc. Brattleboro 4.1% $402.0 million
24 Manchester Capital Management LLC Manchester -3.7% $3.2 billion

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

More rankings

Fastest growing, 3 years 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.