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Largest SEC-Registered Investment Advisors (RIAs) in Vermont

Largest SEC-Registered Investment Advisors (RIAs) in Vermont

As of July 2024, per latest ADV filings

1. NLG CAPITAL, INC.

Assets Under Management: $35,941,367,795

Client Accounts:  8

2. CHAMPLAIN INVESTMENT PARTNERS, LLC

Assets Under Management: $17,319,756,035

Client Accounts:  119

3. MANCHESTER CAPITAL MANAGEMENT LLC

Assets Under Management: $3,688,455,226

Client Accounts:  1,684

4. ESI FINANCIAL ADVISORS

Assets Under Management: $2,124,751,345

Client Accounts:  11,558

5. MAPLE CAPITAL MANAGEMENT, INC.

Assets Under Management: $1,723,412,484

Client Accounts:  2,649

6. TRG INVESTMENT ADVISORS, LLC

Assets Under Management: $912,966,295

Client Accounts:  519

7. ONE DAY IN JULY LLC

Assets Under Management: $797,669,157

Client Accounts:  3,148

8. PATHWAY FINANCIAL ADVISORS, LLC

Assets Under Management: $782,973,506

Client Accounts:  912

9. HANSON & DOREMUS INVESTMENT MANAGEMENT

Assets Under Management: $736,675,665

Client Accounts:  1,390

10. ROCK POINT ADVISORS, LLC

Assets Under Management: $527,281,163

Client Accounts:  483

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