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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Addison Advisors LLC Middlebury VT US 41.0 
Bascomb Madison & James Capital Management South Burlington VT US 142.0 
Bennington Financial Planning Group Bennington VT US 40.0 
Birchview Capital, LP Burlington VT US 212.8 
Casey Capital Advisors, LLC Stowe VT US 0.0 
Casey Capital Strategies, LLC Stowe VT US 0.0 
Catamount Asset Management LLC Rutland VT US 50.3 
Champlain Investment Partners, LLC Burlington VT US 7575.3 
Clean Yield Asset Management Norwich VT US 311.2 
Conservest Management Co Woodstock VT US 19.1 
Eley Financial Management, Inc. South Burlington VT US 200.3 
Emg Essex Junction VT US 36.5 
Equinox Financial Advisors, Inc Manchester Center VT US 69.0 
Esi Financial Advisors Montpelier VT US 1080.3 
Farrow Financial Inc Randolph VT US 144.9 
Fine Plan White River Jct VT US 0.0 
Fscap, LLC Burlington VT US 0.0 
Gallagher Flynn Financial Advisors LLC South Burlington VT US 79.3 
Green Mountain Housing Equity Fund, Inc. Burlington VT US 0.0 
Green View Advisors LLC Norwich VT US 16.1 
Gsam Stable Value, LLC Burlington VT US 54295.0 
Hanson & Doremus Investment Management Burlington VT US 356.5 
Hickok & Boardman Financial Planning Burlington VT US 0.0 
Hutner Capital Management Inc. Manchester VT US 137.5 
Intrack Investment Management, Inc. South Burlington VT US 144.8 
Kdp Asset Management Inc Montpelier VT US 431.5 
Kdp Investment Advisors,Inc. Montpelier VT US 0.0 
M.kraus & Company Shelburne VT US 262.9 
Manchester Capital Management LLC Manchester VT US 3265.0 
Maple Capital Management, Inc. Montpelier VT US 750.0 
Maple Capital Management, Inc. Montpelier VT US 750.0 
Milne Financial Planning, Inc. Saint Johnsbury VT US 36.0 
One Day in July LLC Burlington VT US 35.1 
Pathway Financial Advisors, LLC South Burlington VT US 371.7 
Pochop Financial Management, Inc. South Burlington VT US 18.5 
Portfolio Management Of Vermont LLC Warren VT US 6.0 
Poulos Advisors, Inc. South Burlington VT US 8.4 
Prentiss Smith & Company, Inc. Brattleboro VT US 396.2 
Prentiss Smith & Company, Inc. Brattleboro VT US 396.2 
Quantum Leap Capital, LLC South Burlington VT US 0.0 
Rock Point Advisors, LLC Burlington VT US 295.5 
Rock Point Advisors, LLC Burlington VT US 295.5 
Sentinel Asset Management, Inc. Montpelier VT US 28210.0 
Silverlake Wealth Management LLC Williston VT US 116.9 
Skygate Financial Group, LLC Ludlow VT US 44.9 
Sterling Range Financial Management, LLC Jericho VT US 20.8 
Summit Wealth Group LLC White River Junction VT US 286.7 
Thornton Investment Management Pllc South Burlington VT US 39.0 
Underdog Ventures, LLC. Island Pond VT US 0.0 
Vermont Pure Financial, Inc. Shelburne VT US 0.0 
Wealth Management Partners, LLC Manchester Center VT US 0.0 
Westview Investment Advisors, LLC Burlington VT US 167.7 
Williams Financial Management, LLC Bennington VT US 16.5 
Xlcr Capital LLC Burlington VT US 0.0 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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