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AdvisorIQ

Ranking, Vermont

Independent RIAs with the most accounts in Vermont

As of October 2, 2026, One Day in July LLC ranked #1 in Vermont in AdvisorIQ's ranking of independent RIAs with the most accounts, with 4,011.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 One Day in July LLC Burlington 4,011
2 Maple Capital Management, Inc. Montpelier 3,579
3 Silverlake Wealth Management LLC Williston 2,641
4 Hanson & Doremus Investment Management Burlington 1,557
5 Manchester Capital Management LLC Manchester 1,457
6 Marble Trail Advisors Middlebury 1,446
7 Broadlake Financial Management South Burlington 1,166
8 Pathway Financial Advisors, LLC South Burlington 1,147
9 Antoine Williams & Associates Wealth Management, LLC Shelburne 993
10 Silver Birch Financial LLC Middlebury 949
11 Williams Financial, LLC North Bennington 837
12 Clean Yield Asset Management Norwich 667
13 Otto & Associates, Inc. Norwich 629
14 Prentiss Smith & Company, Inc. Brattleboro 622
15 Equinox Financial Advisors, Inc. Manchester Center 595
16 Intrack Investment Management, Inc. South Burlington 590
17 Quantum Leap Capital, LLC South Burlington 575
18 Farrow Financial Inc South Burlington 573
18 Stage 2 Planning Partners LLC S Burlington 573
20 Copper Leaf Financial, LLC Williston 552
21 Rock Point Advisors, LLC Burlington 493
22 M. Kraus & Company Shelburne 483
23 Westview Investment Advisors Burlington 476
24 44 North Capital, LLC Burlington 438
25 Milne Financial Planning, Inc. St. Johnsbury 376
26 Poulos Advisors, Inc. South Burlington 319
27 HWC Financial Manchester Center 310
28 Greenhill Financial Partners Rutland 301
29 Emg South Burlington 236
30 Oak Maple Finance, LLC Burlington 186
31 AFS Wealth Management LLC Chester 185
32 Pochop Financial Management, Inc. South Burlington 170
33 Sterling Range Financial Management, LLC Jericho 142
34 Hutner Capital Management Inc. Manchester 122
35 The Alchemists, LLC Stamford 100
36 Soaring Wealth LLC Bristol 71
37 Shipwright Advisors Burlington 64
38 Veteran Wealth Planning Ferrisburgh 63
39 The Alchemist Fund Montpelier 60
40 DWV Advisors, LLC Essex Junction 55
41 Blue Slate Investment Management Burlington 50
42 Ams Management Essex Junction 41
42 Alpenglow Advisors LLC Killington 41
44 Fenwick Investments, LLC White River Junction 39
45 Arque Advisors, LLC Morgan 32
46 B.W. Belisle Planning & Strategy Company LLC South Burlington 30
47 Evergreen RIA, LLC Dorset 26
48 True North Financial Planning, LLC South Burlington 21
49 Gerard Asset Management, L.L.C. Waterford 20
50 Birchview Capital, LP Burlington 16
51 BTV Capital LLC East Burke 8
52 Long Advisors LLC Middlesex 3
53 Elephant Corner Financial Burlington 1

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

More rankings

Most accounts 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.