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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

33 firms manage $77 billionVermont

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 460
    NLG Capital LLCMontpelier, VT · 10 clientsAsset managerHybridEquity Services, Inc.
    J.P. Morgan 100%
    $47B
  2. 1352
    Champlain Investment Partners, LLCBurlington, VT · 84 clientsAsset managerHybrid
    BNY 52%J.P. Morgan 27%
    $10B
  3. 2930
    Manchester Capital Management LLCManchester, VT · 234 clientsWealth manager
    Schwab 100%
    $2.8B
  4. 2972
    ESI Financial AdvisorsMontpelier, VT · 12,379 clientsBroker-dealer firmHybrid
    Fidelity 90%
    $2.8B
  5. 3109
    Maple Capital Management, Inc.Montpelier, VT · 1,597 clientsWealth manager
    Schwab 100%
    $2.6B
  6. 4050
    Pathway Financial Advisors, LLCSouth Burlington, VT · 253 clientsWealth manager
    Schwab 60%Fidelity 28%
    $1.6B
  7. 4530
    One DAY in July LLCBurlington, VT · 1,381 clientsWealth manager
    Schwab 100%
    $1.4B
  8. 5194
    Hanson & Doremus Investment ManagementBurlington, VT · 622 clientsWealth manager
    Schwab 100%
    $1.1B
  9. 5901
    Silverlake Wealth Management LLCWilliston, VT · 1,072 clientsWealth managerHybrid
    Fidelity 70%Schwab 30%
    $849M
  10. 6780
    Rock Point Advisors, LLCBurlington, VT · 243 clientsWealth manager
    Schwab 88%
    $656M
  11. 7211
    Marble Trail AdvisorsMiddlebury, VT · 368 clientsWealth manager
    Schwab 63%Pershing 37%
    $583M
  12. 7284
    Clean Yield Asset ManagementNorwich, VT · 257 clientsWealth manager
    Schwab 100%
    $571M
  13. 7382
    M. Kraus & CompanyShelburne, VT · 228 clientsWealth manager
    Schwab 100%
    $559M
  14. 8234
    Prentiss Smith & Company, Inc.Brattleboro, VT · 319 clientsWealth manager
    Schwab 83%
    $453M
  15. 8682
    Broadlake Financial ManagementSouth Burlington, VT · 463 clientsWealth manager
    Fidelity 86%
    $410M
  16. 9861
    Antoine Williams & Associates Wealth Management, LLCShelburne, VT · 324 clientsWealth manager
    SEI 100%
    $319M
  17. 10392
    Otto & Associates, Inc.Norwich, VT · 152 clientsWealth manager
    Schwab 100%
    $287M
  18. 10501
    Bennington Financial Planning GroupBennington, VT · 386 clientsBroker-dealer firmHybridD. B. McKenna & Co., Inc.
    Raymond James 100%
    $281M
  19. 10520
    Farrow Financial IncSouth Burlington, VT · 195 clientsWealth manager
    Schwab 95%
    $280M
  20. 10582
    Teucrium Investment Advisors, LLCBurlington, VT · 13 clientsAsset managerHybrid
    No custodian reported
    $277M
  21. 10608
    Intrack Investment Management, Inc.South Burlington, VT · 189 clientsWealth manager
    Fidelity 100%
    $276M
  22. 10689
    Hutner Capital Management Inc.Manchester, VT · 120 clientsWealth manager
    Pershing 74%BNY 26%
    $271M
  23. 11318
    Birchview Capital, LPBurlington, VT · 12 clientsWealth manager
    Goldman Sachs 54%Morgan Stanley 46%
    $239M
  24. 11556
    Westview Investment AdvisorsBurlington, VT · 165 clientsWealth manager
    Fidelity 54%Schwab 46%
    $229M
  25. 11782
    Copper Leaf Financial, LLCWilliston, VT · 155 clientsWealth manager
    Fidelity 68%Schwab 32%
    $220M
  26. 12015
    Williams Financial, LLCNorth Bennington, VT · 267 clientsWealth manager
    Schwab 100%
    $210M
  27. 13470
    DWV Advisors, LLCEssex Junction, VT · 15 clientsWealth manager
    State Street 52%Fiduciary Trust 23%
    $157M
  28. 13670
    Poulos Advisors, Inc.South Burlington, VT · 121 clientsWealth manager
    Fidelity 66%Schwab 34%
    $150M
  29. 14532
    44 North Capital, LLCBurlington, VT · 438 clientsWealth managerWrap sponsor
    Fidelity 100%
    $125M
  30. 14699
    Quantum Leap Capital, LLCSouth Burlington, VT · 333 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  31. 15045
    Milne Financial Planning, Inc.Saint Johnsbury, VT · 119 clientsWealth manager
    Schwab 100%
    $111M
  32. 15062
    Equinox Financial Advisors, Inc.Manchester Center, VT · 312 clientsWealth manager
    Schwab 100%
    $111M
  33. 15234
    Stage 2 Planning Partners LLCS Burlington, VT · 308 clientsWealth manager
    Assetmark Brokerage 93%
    $106M

RIAs by state