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Fastest Growing RIAs
in Vermont

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Poulos Advisors, Inc.
South Burlington, 
VT
3 Year Grow Rate:
76%
AUM (MM):
$44

#

Pathway Financial Advisors, LLC
South Burlington, 
VT
3 Year Grow Rate:
68%
AUM (MM):
$626

#

Sterling Range Financial Management, LLC
Jericho, 
VT
3 Year Grow Rate:
60%
AUM (MM):
$33

#

Clean Yield Asset Management
Norwich, 
VT
3 Year Grow Rate:
51%
AUM (MM):
$469

#

Rock Point Advisors, LLC
Burlington, 
VT
3 Year Grow Rate:
32%
AUM (MM):
$391

#

M.Kraus & Company
Shelburne, 
VT
3 Year Grow Rate:
32%
AUM (MM):
$347

#

Manchester Capital Management LLC
Manchester, 
VT
3 Year Grow Rate:
28%
AUM (MM):
$4,164

#

Hutner Capital Management Inc.
Manchester, 
VT
3 Year Grow Rate:
21%
AUM (MM):
$167

#

Farrow Financial Inc
Wells River, 
VT
3 Year Grow Rate:
21%
AUM (MM):
$175

#

Green View Advisors LLC
Franklin, 
VT
3 Year Grow Rate:
12%
AUM (MM):
$18

#

KDP Asset Management, Inc.
Montpelier, 
VT
3 Year Grow Rate:
7%
AUM (MM):
$462

#

B.W. Belisle Planning & Strategy Company LLC
South Burlington, 
VT
3 Year Grow Rate:
4%
AUM (MM):
$17
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