# Largest independent RIAs by assets under management in Vermont

As of October 2, 2026, Manchester Capital Management LLC ranked #1 in Vermont in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $2.8 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/vermont/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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: usd
- scope: Vermont
- firms_listed: 53
- rows: rank: 1, crd: 110003, firm: Manchester Capital Management LLC, city: Manchester, state: VT, value: 2832800084, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110003/; rank: 2, crd: 130209, firm: Maple Capital Management, Inc., city: Montpelier, state: VT, value: 2579565974, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130209/; rank: 3, crd: 124801, firm: Pathway Financial Advisors, LLC, city: South Burlington, state: VT, value: 1649189273, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124801/; rank: 4, crd: 284335, firm: One Day in July LLC, city: Burlington, state: VT, value: 1363708936, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284335/; rank: 5, crd: 108045, firm: Hanson & Doremus Investment Management, city: Burlington, state: VT, value: 1060897838, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108045/; rank: 6, crd: 165525, firm: Silverlake Wealth Management LLC, city: Williston, state: VT, value: 849074948, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165525/; rank: 7, crd: 130825, firm: Rock Point Advisors, LLC, city: Burlington, state: VT, value: 655711792, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130825/; rank: 8, crd: 154744, firm: Marble Trail Advisors, city: Middlebury, state: VT, value: 582695913, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154744/; rank: 9, crd: 104826, firm: Clean Yield Asset Management, city: Norwich, state: VT, value: 571222836, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104826/; rank: 10, crd: 106749, firm: M. Kraus & Company, city: Shelburne, state: VT, value: 559278035, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106749/; rank: 11, crd: 110928, firm: Prentiss Smith & Company, Inc., city: Brattleboro, state: VT, value: 453050280, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110928/; rank: 12, crd: 105057, firm: Broadlake Financial Management, city: South Burlington, state: VT, value: 409558720, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105057/; rank: 13, crd: 341785, firm: Silver Birch Financial LLC, city: Middlebury, state: VT, value: 399474010, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341785/; rank: 14, crd: 312253, firm: Antoine Williams & Associates Wealth Management, LLC, city: Shelburne, state: VT, value: 318898746, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312253/; rank: 15, crd: 109493, firm: Otto & Associates, Inc., city: Norwich, state: VT, value: 286640870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109493/; rank: 16, crd: 110526, firm: Farrow Financial Inc, city: South Burlington, state: VT, value: 280146758, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110526/; rank: 17, crd: 106450, firm: Intrack Investment Management, Inc., city: South Burlington, state: VT, value: 275749648, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106450/; rank: 18, crd: 107896, firm: Hutner Capital Management Inc., city: Manchester, state: VT, value: 271166293, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107896/; rank: 19, crd: 170534, firm: Birchview Capital, LP, city: Burlington, state: VT, value: 239112096, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170534/; rank: 20, crd: 305655, firm: Westview Investment Advisors, city: Burlington, state: VT, value: 228645287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305655/; rank: 21, crd: 285378, firm: Copper Leaf Financial, LLC, city: Williston, state: VT, value: 219554121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285378/; rank: 22, crd: 137038, firm: Williams Financial, LLC, city: North Bennington, state: VT, value: 209922715, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137038/; rank: 23, crd: 154148, firm: DWV Advisors, LLC, city: Essex Junction, state: VT, value: 156605177, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154148/; rank: 24, crd: 141905, firm: Poulos Advisors, Inc., city: South Burlington, state: VT, value: 150420377, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141905/; rank: 25, crd: 327552, firm: 44 North Capital, LLC, city: Burlington, state: VT, value: 125122374, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327552/; rank: 26, crd: 165310, firm: Quantum Leap Capital, LLC, city: South Burlington, state: VT, value: 120541805, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165310/; rank: 27, crd: 116346, firm: Milne Financial Planning, Inc., city: St. Johnsbury, state: VT, value: 111321170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116346/; rank: 28, crd: 312716, firm: Equinox Financial Advisors, Inc., city: Manchester Center, state: VT, value: 110918449, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312716/; rank: 29, crd: 323281, firm: Stage 2 Planning Partners LLC, city: S Burlington, state: VT, value: 106498446, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323281/; rank: 30, crd: 164893, firm: Sterling Range Financial Management, LLC, city: Jericho, state: VT, value: 98552633, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164893/; rank: 31, crd: 322908, firm: Oak Maple Finance, LLC, city: Burlington, state: VT, value: 92547905, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322908/; rank: 32, crd: 299845, firm: HWC Financial, city: Manchester Center, state: VT, value: 60405811, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299845/; rank: 33, crd: 116184, firm: Emg, city: South Burlington, state: VT, value: 57000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116184/; rank: 34, crd: 323315, firm: AFS Wealth Management LLC, city: Chester, state: VT, value: 39844439, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323315/; rank: 35, crd: 141397, firm: Pochop Financial Management, Inc., city: South Burlington, state: VT, value: 37052692, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141397/; rank: 36, crd: 172299, firm: The Alchemist Fund, city: Montpelier, state: VT, value: 31183095, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172299/; rank: 37, crd: 329924, firm: Greenhill Financial Partners, city: Rutland, state: VT, value: 27120997, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329924/; rank: 38, crd: 333737, firm: The Alchemists, LLC, city: Stamford, state: VT, value: 25706430, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333737/; rank: 39, crd: 329756, firm: Veteran Wealth Planning, city: Ferrisburgh, state: VT, value: 24046489, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329756/; rank: 40, crd: 299867, firm: Soaring Wealth LLC, city: Bristol, state: VT, value: 19233923, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299867/; rank: 41, crd: 168180, firm: B.W. Belisle Planning & Strategy Company LLC, city: South Burlington, state: VT, value: 16556322, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168180/; rank: 42, crd: 167342, firm: Fenwick Investments, LLC, city: White River Junction, state: VT, value: 15439760, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167342/; rank: 43, crd: 332847, firm: Blue Slate Investment Management, city: Burlington, state: VT, value: 14323343, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332847/; rank: 44, crd: 170290, firm: BTV Capital LLC, city: East Burke, state: VT, value: 14082966, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170290/; rank: 45, crd: 324526, firm: Evergreen RIA, LLC, city: Dorset, state: VT, value: 12800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324526/; rank: 46, crd: 116191, firm: Gerard Asset Management, L.L.C., city: Waterford, state: VT, value: 10922775, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116191/; rank: 47, crd: 115640, firm: Ams Management, city: Essex Junction, state: VT, value: 9507267, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115640/; rank: 48, crd: 306067, firm: Alpenglow Advisors LLC, city: Killington, state: VT, value: 8320000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306067/; rank: 49, crd: 144862, firm: Arque Advisors, LLC, city: Morgan, state: VT, value: 6325881, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144862/; rank: 50, crd: 170555, firm: True North Financial Planning, LLC, city: South Burlington, state: VT, value: 5460911, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170555/; rank: 51, crd: 322839, firm: Long Advisors LLC, city: Middlesex, state: VT, value: 2554314, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322839/; rank: 52, crd: 329816, firm: Shipwright Advisors, city: Burlington, state: VT, value: 2238195, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329816/; rank: 53, crd: 330000, firm: Elephant Corner Financial, city: Burlington, state: VT, value: 90000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330000/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/vermont/

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