{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most high net worth clients in Vermont","lead":"As of October 2, 2026, Maple Capital Management, Inc. ranked #1 in Vermont in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 654.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most high net worth clients","how_it_is_computed":"Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) 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.","unit":"count","scope":"Vermont","firms_listed":46,"rows":[{"rank":1,"crd":130209,"firm":"Maple Capital Management, Inc.","city":"Montpelier","state":"VT","value":654,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130209/"},{"rank":2,"crd":284335,"firm":"One Day in July LLC","city":"Burlington","state":"VT","value":379,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284335/"},{"rank":3,"crd":165525,"firm":"Silverlake Wealth Management LLC","city":"Williston","state":"VT","value":254,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165525/"},{"rank":4,"crd":108045,"firm":"Hanson & Doremus Investment Management","city":"Burlington","state":"VT","value":250,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108045/"},{"rank":5,"crd":327552,"firm":"44 North Capital, LLC","city":"Burlington","state":"VT","value":217,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327552/"},{"rank":6,"crd":124801,"firm":"Pathway Financial Advisors, LLC","city":"South Burlington","state":"VT","value":200,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124801/"},{"rank":7,"crd":154744,"firm":"Marble Trail Advisors","city":"Middlebury","state":"VT","value":188,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154744/"},{"rank":8,"crd":104826,"firm":"Clean Yield Asset Management","city":"Norwich","state":"VT","value":155,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104826/"},{"rank":9,"crd":110003,"firm":"Manchester Capital Management LLC","city":"Manchester","state":"VT","value":153,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110003/"},{"rank":10,"crd":130825,"firm":"Rock Point Advisors, LLC","city":"Burlington","state":"VT","value":150,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130825/"},{"rank":11,"crd":106749,"firm":"M. Kraus & Company","city":"Shelburne","state":"VT","value":131,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106749/"},{"rank":12,"crd":341785,"firm":"Silver Birch Financial LLC","city":"Middlebury","state":"VT","value":124,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341785/"},{"rank":13,"crd":110526,"firm":"Farrow Financial Inc","city":"South Burlington","state":"VT","value":99,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110526/"},{"rank":14,"crd":105057,"firm":"Broadlake Financial Management","city":"South Burlington","state":"VT","value":95,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105057/"},{"rank":15,"crd":312253,"firm":"Antoine Williams & Associates Wealth Management, LLC","city":"Shelburne","state":"VT","value":91,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312253/"},{"rank":16,"crd":285378,"firm":"Copper Leaf Financial, LLC","city":"Williston","state":"VT","value":78,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285378/"},{"rank":17,"crd":107896,"firm":"Hutner Capital Management Inc.","city":"Manchester","state":"VT","value":76,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107896/"},{"rank":17,"crd":109493,"firm":"Otto & Associates, Inc.","city":"Norwich","state":"VT","value":76,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109493/"},{"rank":19,"crd":305655,"firm":"Westview Investment Advisors","city":"Burlington","state":"VT","value":66,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305655/"},{"rank":20,"crd":137038,"firm":"Williams Financial, LLC","city":"North Bennington","state":"VT","value":63,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137038/"},{"rank":21,"crd":106450,"firm":"Intrack Investment Management, Inc.","city":"South Burlington","state":"VT","value":56,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106450/"},{"rank":22,"crd":141905,"firm":"Poulos Advisors, Inc.","city":"South Burlington","state":"VT","value":55,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141905/"},{"rank":23,"crd":312716,"firm":"Equinox Financial Advisors, Inc.","city":"Manchester Center","state":"VT","value":39,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312716/"},{"rank":24,"crd":165310,"firm":"Quantum Leap Capital, LLC","city":"South Burlington","state":"VT","value":38,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165310/"},{"rank":25,"crd":116346,"firm":"Milne Financial Planning, Inc.","city":"St. Johnsbury","state":"VT","value":34,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116346/"},{"rank":26,"crd":164893,"firm":"Sterling Range Financial Management, LLC","city":"Jericho","state":"VT","value":32,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164893/"},{"rank":27,"crd":144862,"firm":"Arque Advisors, LLC","city":"Morgan","state":"VT","value":28,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144862/"},{"rank":28,"crd":322908,"firm":"Oak Maple Finance, LLC","city":"Burlington","state":"VT","value":24,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322908/"},{"rank":29,"crd":323281,"firm":"Stage 2 Planning Partners LLC","city":"S Burlington","state":"VT","value":23,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323281/"},{"rank":30,"crd":168180,"firm":"B.W. Belisle Planning & Strategy Company LLC","city":"South Burlington","state":"VT","value":20,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168180/"},{"rank":30,"crd":172299,"firm":"The Alchemist Fund","city":"Montpelier","state":"VT","value":20,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/172299/"},{"rank":32,"crd":332847,"firm":"Blue Slate Investment Management","city":"Burlington","state":"VT","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332847/"},{"rank":33,"crd":299845,"firm":"HWC Financial","city":"Manchester Center","state":"VT","value":11,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299845/"},{"rank":34,"crd":110928,"firm":"Prentiss Smith & Company, Inc.","city":"Brattleboro","state":"VT","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110928/"},{"rank":34,"crd":116184,"firm":"Emg","city":"South Burlington","state":"VT","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116184/"},{"rank":34,"crd":299867,"firm":"Soaring Wealth LLC","city":"Bristol","state":"VT","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299867/"},{"rank":37,"crd":116191,"firm":"Gerard Asset Management, L.L.C.","city":"Waterford","state":"VT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116191/"},{"rank":37,"crd":154148,"firm":"DWV Advisors, LLC","city":"Essex Junction","state":"VT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154148/"},{"rank":37,"crd":323315,"firm":"AFS Wealth Management LLC","city":"Chester","state":"VT","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323315/"},{"rank":40,"crd":170290,"firm":"BTV Capital LLC","city":"East Burke","state":"VT","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170290/"},{"rank":41,"crd":167342,"firm":"Fenwick Investments, LLC","city":"White River Junction","state":"VT","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167342/"},{"rank":42,"crd":322839,"firm":"Long Advisors LLC","city":"Middlesex","state":"VT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322839/"},{"rank":42,"crd":333737,"firm":"The Alchemists, LLC","city":"Stamford","state":"VT","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333737/"},{"rank":44,"crd":324526,"firm":"Evergreen RIA, LLC","city":"Dorset","state":"VT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324526/"},{"rank":44,"crd":329816,"firm":"Shipwright Advisors","city":"Burlington","state":"VT","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329816/"},{"rank":46,"crd":170555,"firm":"True North Financial Planning, LLC","city":"South Burlington","state":"VT","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170555/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most high net worth clients, nationally","url":"https://advisoriq.com/ria/rankings/most-hnw-clients/"},{"title":"RIA market data for Vermont","url":"https://advisoriq.com/ria/states/vermont/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-hnw-clients/vermont/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-hnw-clients/vermont/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}