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AdvisorIQ

Ranking, Vermont

Fastest-growing wealth firms over one year, 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 one year, including broker-dealer firms, with 84.3%, from a base of $894.8 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 84.3% $894.8 million
2 Silverlake Wealth Management LLC Williston 48.3% $572.7 million
3 Antoine Williams & Associates Wealth Management, LLC Shelburne 39.1% $229.2 million
4 Birchview Capital, LP Burlington 30.6% $183.1 million
5 Bennington Financial Planning Group Broker-dealer affiliated Bennington 25.8% $223.8 million
6 One Day in July LLC Burlington 25.2% $1.1 billion
7 Hanson & Doremus Investment Management Burlington 24.9% $849.6 million
8 Marble Trail Advisors Middlebury 18.9% $490.2 million
9 Maple Capital Management, Inc. Montpelier 17.6% $2.2 billion
10 Rock Point Advisors, LLC Burlington 17.0% $560.4 million
11 Westview Investment Advisors Burlington 16.2% $196.8 million
12 Farrow Financial Inc South Burlington 15.7% $242.1 million
13 Copper Leaf Financial, LLC Williston 15.6% $190.0 million
14 Otto & Associates, Inc. Norwich 14.7% $249.9 million
15 Esi Financial Advisors Broker-dealer affiliated Montpelier 13.3% $2.5 billion
16 Poulos Advisors, Inc. South Burlington 12.8% $133.3 million
17 Broadlake Financial Management South Burlington 11.0% $369.0 million
18 Williams Financial, LLC North Bennington 9.9% $191.1 million
19 44 North Capital, LLC Burlington 9.8% $114.0 million
20 M. Kraus & Company Shelburne 6.8% $523.5 million
21 Quantum Leap Capital, LLC South Burlington 6.2% $113.5 million
22 Clean Yield Asset Management Norwich 6.0% $538.8 million
23 DWV Advisors, LLC Essex Junction 5.5% $148.4 million
24 Prentiss Smith & Company, Inc. Brattleboro 3.7% $437.0 million
25 Hutner Capital Management Inc. Manchester 0.2% $270.7 million
26 Intrack Investment Management, Inc. South Burlington -3.7% $286.2 million
27 Manchester Capital Management LLC Manchester -19.9% $3.5 billion

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

More rankings

Fastest growing 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.