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Start your Watchlist55 investment advisory firms are registered with a main office in Vermont, together advising $77B for 23,718 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Montpelier · SEC-registered
|
$46.5B | 10 | 54 | Clean |
| 2 |
Burlington · SEC-registered
|
$10.2B | 84 | 32 | Clean |
| 3 |
Manchester · SEC-registered
|
$2.8B | 234 | 38 | Clean |
| 4 |
Montpelier · SEC-registered
|
$2.8B | 12,379 | 500 | Flagged |
| 5 |
Montpelier · SEC-registered
|
$2.6B | 1,597 | 27 | Clean |
| 6 |
South Burlington · SEC-registered
|
$1.6B | 253 | 11 | Clean |
| 7 |
Burlington · SEC-registered
|
$1.4B | 1,381 | 23 | Clean |
| 8 |
Burlington · SEC-registered
|
$1.1B | 622 | 14 | Clean |
| 9 |
Williston · SEC-registered
|
$849.1M | 1,072 | 13 | Clean |
| 10 |
Burlington · SEC-registered
|
$655.7M | 243 | 9 | Clean |
| 11 |
Middlebury · SEC-registered
|
$582.7M | 368 | 9 | Clean |
| 12 |
Norwich · SEC-registered
|
$571.2M | 257 | 9 | Clean |
| 13 |
Shelburne · SEC-registered
|
$559.3M | 228 | 5 | Clean |
| 14 |
Brattleboro · SEC-registered
|
$453.1M | 319 | 8 | Clean |
| 15 |
South Burlington · SEC-registered
|
$409.6M | 463 | 5 | Clean |
| 16 |
Shelburne · SEC-registered
|
$318.9M | 324 | 3 | Clean |
| 17 |
Norwich · SEC-registered
|
$286.6M | 152 | 6 | Clean |
| 18 |
Bennington · SEC-registered
|
$281.5M | 386 | 3 | Clean |
| 19 |
South Burlington · SEC-registered
|
$280.1M | 195 | 4 | Clean |
| 20 |
Burlington · SEC-registered
|
$277.4M | 13 | 12 | Clean |
| 21 |
South Burlington · SEC-registered
|
$275.7M | 189 | 4 | Clean |
| 22 |
Manchester · SEC-registered
|
$271.2M | 120 | 4 | Clean |
| 23 |
Burlington · SEC-registered
|
$239.1M | 12 | 6 | Clean |
| 24 |
Burlington · SEC-registered
|
$228.6M | 165 | 5 | Clean |
| 25 |
Williston · SEC-registered
|
$219.6M | 155 | 4 | Clean |
| 26 |
North Bennington · SEC-registered
|
$209.9M | 267 | 7 | Clean |
| 27 |
Essex Junction · SEC-registered
|
$156.6M | 15 | 1 | Clean |
| 28 |
South Burlington · SEC-registered
|
$150.4M | 121 | 3 | Clean |
| 29 |
Burlington · SEC-registered
|
$125.1M | 438 | 3 | Clean |
| 30 |
South Burlington · SEC-registered
|
$120.5M | 333 | 5 | Clean |
| 31 |
Saint Johnsbury · State-registered
|
$111.3M | 119 | 3 | Clean |
| 32 |
Manchester Center · State-registered
|
$110.9M | 312 | 2 | Clean |
| 33 |
S Burlington · SEC-registered
|
$106.5M | 308 | 2 | Clean |
| 34 |
Burlington · State-registered
|
$92.5M | 54 | 5 | Clean |
| 35 |
Manchester Center · State-registered
|
$60.4M | 113 | 3 | Clean |
| 36 |
South Burlington · State-registered
|
$57.0M | 80 | 4 | Clean |
| 37 |
Chester · State-registered
|
$39.8M | 62 | 1 | Clean |
| 38 |
South Burlington · State-registered
|
$37.1M | 71 | 1 | Clean |
| 39 |
Rutland · State-registered
|
$25.5M | 105 | 3 | Clean |
| 40 |
White River Junction · State-registered
|
$15.4M | 45 | 1 | Clean |
| 41 |
Burlington · State-registered
|
$14.3M | 23 | 1 | Clean |
| 42 |
South Burlington · State-registered
|
$5.5M | 13 | 1 | Clean |
| 43 |
Burlington · State-registered
|
$2.2M | 18 | 1 | Clean |
| 44 |
South Burlington · State-registered
|
- | - | 1 | Clean |
| 45 |
Burlington · State-registered
|
- | - | 0 | Clean |
| 46 |
Burlington · State-registered
|
- | - | 0 | Clean |
| 47 |
South Burlington · State-registered
|
- | - | 0 | Clean |
| 48 |
Manchester Center · State-registered
|
- | - | 1 | Clean |
| 49 |
Burlington · State-registered
|
- | - | 0 | Clean |
| 50 |
Burlington · State-registered
|
- | - | 0 | Clean |
| 51 |
Burlington · State-registered
|
- | - | 0 | Clean |
| 52 |
Shelburne · State-registered
|
- | - | 0 | Clean |
| 53 |
Burlington · State-registered
|
- | - | 0 | Clean |
| 54 |
Burlington · State-registered
|
- | - | 0 | Clean |
| 55 |
Hartland · State-registered
|
- | - | 0 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Vermont by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.