{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Fastest-growing independent RIAs over three years in Vermont","lead":"As of October 2, 2026, Pathway Financial Advisors, LLC ranked #1 in Vermont in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 35.9%, from a base of $656.4 million.","as_of":"2026-10-02","facts":{"ranking":"Fastest-growing independent RIAs over three years","how_it_is_computed":"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.","unit":"pct","scope":"Vermont","firms_listed":22,"rows":[{"rank":1,"crd":124801,"firm":"Pathway Financial Advisors, LLC","city":"South Burlington","state":"VT","value":0.359452537933114,"base_value":656414781,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124801/"},{"rank":2,"crd":284335,"firm":"One Day in July LLC","city":"Burlington","state":"VT","value":0.324087903917923,"base_value":587450438,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284335/"},{"rank":3,"crd":165525,"firm":"Silverlake Wealth Management LLC","city":"Williston","state":"VT","value":0.263698649159601,"base_value":420741609,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165525/"},{"rank":4,"crd":130209,"firm":"Maple Capital Management, Inc.","city":"Montpelier","state":"VT","value":0.236031083622757,"base_value":1366024417,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130209/"},{"rank":5,"crd":312253,"firm":"Antoine Williams & Associates Wealth Management, LLC","city":"Shelburne","state":"VT","value":0.225973462382484,"base_value":173065142,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312253/"},{"rank":6,"crd":154744,"firm":"Marble Trail Advisors","city":"Middlebury","state":"VT","value":0.223031306307512,"base_value":318514531,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154744/"},{"rank":7,"crd":108045,"firm":"Hanson & Doremus Investment Management","city":"Burlington","state":"VT","value":0.204979189542381,"base_value":606366116,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108045/"},{"rank":8,"crd":109493,"firm":"Otto & Associates, Inc.","city":"Norwich","state":"VT","value":0.138080816817507,"base_value":194454861,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109493/"},{"rank":9,"crd":285378,"firm":"Copper Leaf Financial, LLC","city":"Williston","state":"VT","value":0.138024553976336,"base_value":148965842,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285378/"},{"rank":10,"crd":305655,"firm":"Westview Investment Advisors","city":"Burlington","state":"VT","value":0.132617007912947,"base_value":157366765,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305655/"},{"rank":11,"crd":110526,"firm":"Farrow Financial Inc","city":"South Burlington","state":"VT","value":0.128596679285289,"base_value":194880909,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110526/"},{"rank":12,"crd":105057,"firm":"Broadlake Financial Management","city":"South Burlington","state":"VT","value":0.128303722061419,"base_value":285126849,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105057/"},{"rank":13,"crd":107896,"firm":"Hutner Capital Management Inc.","city":"Manchester","state":"VT","value":0.125740595175931,"base_value":190073128,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107896/"},{"rank":14,"crd":130825,"firm":"Rock Point Advisors, LLC","city":"Burlington","state":"VT","value":0.125101704622237,"base_value":460402471,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130825/"},{"rank":15,"crd":137038,"firm":"Williams Financial, LLC","city":"North Bennington","state":"VT","value":0.124646771974997,"base_value":147574395,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137038/"},{"rank":16,"crd":154148,"firm":"DWV Advisors, LLC","city":"Essex Junction","state":"VT","value":0.102834066271207,"base_value":116755029,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154148/"},{"rank":17,"crd":106450,"firm":"Intrack Investment Management, Inc.","city":"South Burlington","state":"VT","value":0.0998000821011489,"base_value":207287791,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106450/"},{"rank":18,"crd":106749,"firm":"M. Kraus & Company","city":"Shelburne","state":"VT","value":0.0766895421995659,"base_value":448080742,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106749/"},{"rank":19,"crd":104826,"firm":"Clean Yield Asset Management","city":"Norwich","state":"VT","value":0.0613287594848018,"base_value":477810581,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104826/"},{"rank":20,"crd":170534,"firm":"Birchview Capital, LP","city":"Burlington","state":"VT","value":0.0433864637037691,"base_value":210506714,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170534/"},{"rank":21,"crd":110928,"firm":"Prentiss Smith & Company, Inc.","city":"Brattleboro","state":"VT","value":0.0406513056368945,"base_value":402004304,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110928/"},{"rank":22,"crd":110003,"firm":"Manchester Capital Management LLC","city":"Manchester","state":"VT","value":-0.0365817817169479,"base_value":3167899263,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110003/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Fastest-growing independent RIAs over three years, nationally","url":"https://advisoriq.com/ria/rankings/fastest-growing-3-year/"},{"title":"RIA market data for Vermont","url":"https://advisoriq.com/ria/states/vermont/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/fastest-growing-3-year/vermont/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-3-year/vermont/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}