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Data / Investment advisers / Serving charitable organizations / Vermont

Investment advisers in Vermont serving charitable organizations: 24 firms

24 SEC registered investment advisers with a main office in Vermont report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $773 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Champlain Investment Partners, LLC.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get charitable organizations advisers in VermontWatch new advisers in Vermont
  • 24Advisers
  • $773 millionAUM from this client type
  • 24Advisers over $100 million
  • November 2, 2026File date

Advisers in Vermont serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Champlain Investment Partners, LLCBurlington26$406.8 million$10.18 billionadviserinfo.sec.gov
Manchester Capital Management LLCManchester7$84.2 million$2.83 billionadviserinfo.sec.gov
Maple Capital Management, Inc.Montpelier11$55.6 million$2.58 billionadviserinfo.sec.gov
Hanson & Doremus Investment ManagementBurlington27$46.7 million$1.06 billionadviserinfo.sec.gov
Intrack Investment Management, Inc.South BurlingtonFewer than 5$30.9 million$275.7 millionadviserinfo.sec.gov
Clean Yield Asset ManagementNorwich11$25.3 million$571.2 millionadviserinfo.sec.gov
NLG Capital LLCMontpelier1$23.8 million$46.55 billionadviserinfo.sec.gov
One Day in July LLCBurlington14$20 million$1.36 billionadviserinfo.sec.gov
M. Kraus & CompanyShelburne5$16.6 million$559.3 millionadviserinfo.sec.gov
Bennington Financial Planning GroupBennington6$14.5 million$281.5 millionadviserinfo.sec.gov
Broadlake Financial ManagementSouth Burlington10$12.6 million$409.6 millionadviserinfo.sec.gov
Rock Point Advisors, LLCBurlington5$9.9 million$655.7 millionadviserinfo.sec.gov
Prentiss Smith & Company, Inc.Brattleboro10$7.6 million$453.1 millionadviserinfo.sec.gov
Silverlake Wealth Management LLCWilliston13$6.1 million$849.1 millionadviserinfo.sec.gov
Westview Investment AdvisorsBurlingtonFewer than 5$3.3 million$228.6 millionadviserinfo.sec.gov
Copper Leaf Financial, LLCWilliston18$2.9 million$219.6 millionadviserinfo.sec.gov
Milne Financial Planning, Inc.Saint Johnsbury3$1.9 million$111.3 millionadviserinfo.sec.gov
Williams Financial, LLCNorth Bennington3$1.2 million$209.9 millionadviserinfo.sec.gov
Esi Financial AdvisorsMontpelier4$1.2 million$2.78 billionadviserinfo.sec.gov
Marble Trail AdvisorsMiddleburyFewer than 5$820,077$582.7 millionadviserinfo.sec.gov
Hutner Capital Management Inc.ManchesterFewer than 5$428,755$271.2 millionadviserinfo.sec.gov
Equinox Financial Advisors, Inc.Manchester CenterFewer than 5$282,713$110.9 millionadviserinfo.sec.gov
Otto & Associates, Inc.NorwichFewer than 5$142,749$286.6 millionadviserinfo.sec.gov
Farrow Financial IncSouth Burlington1$60,637$280.1 millionadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.