# Fastest-growing independent RIAs over five years in Vermont

As of October 2, 2026, One Day in July LLC ranked #1 in Vermont in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 29.9%, from a base of $368.8 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-5-year/vermont/

## Facts

- ranking: Fastest-growing independent RIAs over five years
- how_it_is_computed: 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.
- unit: pct
- scope: Vermont
- firms_listed: 22
- rows: rank: 1, crd: 284335, firm: One Day in July LLC, city: Burlington, state: VT, value: 0.298959302409119, base_value: 368760134, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284335/; rank: 2, crd: 154744, firm: Marble Trail Advisors, city: Middlebury, state: VT, value: 0.241918281075238, base_value: 197231770, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154744/; rank: 3, crd: 124801, firm: Pathway Financial Advisors, LLC, city: South Burlington, state: VT, value: 0.192952680727521, base_value: 682581344, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124801/; rank: 4, crd: 165525, firm: Silverlake Wealth Management LLC, city: Williston, state: VT, value: 0.183439898942944, base_value: 365775819, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165525/; rank: 5, crd: 108045, firm: Hanson & Doremus Investment Management, city: Burlington, state: VT, value: 0.145898944196851, base_value: 536960041, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108045/; rank: 6, crd: 130209, firm: Maple Capital Management, Inc., city: Montpelier, state: VT, value: 0.145866448147711, base_value: 1305799879, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130209/; rank: 7, crd: 312253, firm: Antoine Williams & Associates Wealth Management, LLC, city: Shelburne, state: VT, value: 0.136835538332576, base_value: 167944043, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312253/; rank: 8, crd: 285378, firm: Copper Leaf Financial, LLC, city: Williston, state: VT, value: 0.135633665877528, base_value: 116238581, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285378/; rank: 9, crd: 107896, firm: Hutner Capital Management Inc., city: Manchester, state: VT, value: 0.103049658807792, base_value: 166058221, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107896/; rank: 10, crd: 137038, firm: Williams Financial, LLC, city: North Bennington, state: VT, value: 0.0991422487150644, base_value: 130854881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137038/; rank: 11, crd: 109493, firm: Otto & Associates, Inc., city: Norwich, state: VT, value: 0.0885883582596214, base_value: 187507950, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109493/; rank: 12, crd: 130825, firm: Rock Point Advisors, LLC, city: Burlington, state: VT, value: 0.07979756911077, base_value: 446684895, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130825/; rank: 13, crd: 305655, firm: Westview Investment Advisors, city: Burlington, state: VT, value: 0.0749284133644972, base_value: 159317888, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305655/; rank: 14, crd: 106749, firm: M. Kraus & Company, city: Shelburne, state: VT, value: 0.0696343373957604, base_value: 399439567, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106749/; rank: 15, crd: 110526, firm: Farrow Financial Inc, city: South Burlington, state: VT, value: 0.0670440214839623, base_value: 202522797, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110526/; rank: 16, crd: 105057, firm: Broadlake Financial Management, city: South Burlington, state: VT, value: 0.0665633472794549, base_value: 296744653, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105057/; rank: 17, crd: 106450, firm: Intrack Investment Management, Inc., city: South Burlington, state: VT, value: 0.0636099565132984, base_value: 202582999, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106450/; rank: 18, crd: 154148, firm: DWV Advisors, LLC, city: Essex Junction, state: VT, value: 0.0482902634222331, base_value: 123708162, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154148/; rank: 19, crd: 104826, firm: Clean Yield Asset Management, city: Norwich, state: VT, value: 0.0473526563777462, base_value: 453253189, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104826/; rank: 20, crd: 110928, firm: Prentiss Smith & Company, Inc., city: Brattleboro, state: VT, value: 0.00148727826579464, base_value: 449696201, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110928/; rank: 21, crd: 170534, firm: Birchview Capital, LP, city: Burlington, state: VT, value: -0.00579534754753852, base_value: 246162895, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170534/; rank: 22, crd: 110003, firm: Manchester Capital Management LLC, city: Manchester, state: VT, value: -0.0476952446874344, base_value: 3616897170, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110003/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over five years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-5-year/)
- [RIA market data for Vermont](https://advisoriq.com/ria/states/vermont/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-5-year/vermont/

License: https://advisoriq.com/license/