City
Wealth management firms in Burlington, Vermont
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Burlington, Vermont reported $3.8 billion in regulatory assets under management; the largest by assets was One Day in July LLC, with $1.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $3.8 billion
- Average per firm
- $343.9 million
- SEC-registered, of those listed
- 6 of 11 (54.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | One Day in July LLC | SEC | $1.4 billion | 4,011 |
| 2 | Hanson & Doremus Investment Management | SEC | $1.1 billion | 1,557 |
| 3 | Rock Point Advisors, LLC | SEC | $655.7 million | 493 |
| 4 | Birchview Capital, LP | SEC | $239.1 million | 16 |
| 5 | Westview Investment Advisors | SEC | $228.6 million | 476 |
| 6 | 44 North Capital, LLC | SEC | $125.1 million | 438 |
| 7 | Oak Maple Finance, LLC | State | $92.5 million | 186 |
| 8 | Blue Slate Investment Management | State | $14.3 million | 50 |
| 9 | Shipwright Advisors | State | $2.2 million | 64 |
| 10 | Elephant Corner Financial | State | $90,000 | 1 |
| 11 | Tack Wealth | State | $0 | 0 |
Wealth management firms in Vermont, including every city.
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.