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For asset managers
AdvisorIQ

Ranking, Vermont

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

As of October 2, 2026, One Day in July LLC ranked #1 in Vermont in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 29.9%, from a base of $368.8 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 five years between the SEC snapshots of October 4, 2021 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 One Day in July LLC Burlington 29.9% $368.8 million
2 Marble Trail Advisors Middlebury 24.2% $197.2 million
3 Pathway Financial Advisors, LLC South Burlington 19.3% $682.6 million
4 Silverlake Wealth Management LLC Williston 18.3% $365.8 million
5 Bennington Financial Planning Group Broker-dealer affiliated Bennington 16.0% $134.2 million
6 Hanson & Doremus Investment Management Burlington 14.6% $537.0 million
7 Maple Capital Management, Inc. Montpelier 14.6% $1.3 billion
8 Antoine Williams & Associates Wealth Management, LLC Shelburne 13.7% $167.9 million
9 Copper Leaf Financial, LLC Williston 13.6% $116.2 million
10 Hutner Capital Management Inc. Manchester 10.3% $166.1 million
11 Williams Financial, LLC North Bennington 9.9% $130.9 million
12 Esi Financial Advisors Broker-dealer affiliated Montpelier 9.6% $1.8 billion
13 Otto & Associates, Inc. Norwich 8.9% $187.5 million
14 Rock Point Advisors, LLC Burlington 8.0% $446.7 million
15 Westview Investment Advisors Burlington 7.5% $159.3 million
16 M. Kraus & Company Shelburne 7.0% $399.4 million
17 Farrow Financial Inc South Burlington 6.7% $202.5 million
18 Broadlake Financial Management South Burlington 6.7% $296.7 million
19 Intrack Investment Management, Inc. South Burlington 6.4% $202.6 million
20 DWV Advisors, LLC Essex Junction 4.8% $123.7 million
21 Clean Yield Asset Management Norwich 4.7% $453.3 million
22 Prentiss Smith & Company, Inc. Brattleboro 0.1% $449.7 million
23 Birchview Capital, LP Burlington -0.6% $246.2 million
24 Manchester Capital Management LLC Manchester -4.8% $3.6 billion

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

More rankings

Fastest growing, 5 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.