Benchmarks · Vermont · $500M–$1B AUM
What is a $500M–$1B RIA worth in Vermont?
5 RIAs serving individuals in Vermont have $500M–$1B of AUM on file.
At the middle size the Sica Fletcher SCF Index publishes (about $500M of AUM, $15M of revenue or $5M of EBITDA), practices have traded at 1.4–1.7% of AUM, 2.8–3.4× revenue and 5.7–6.8× EBITDA.
Too few firms for percentiles. See all $500M–$1B firms.
Retirement plans in Vermont
For advisors who serve plans.
Defined-contribution plans' Form 5500 filings, filing year 2024. A percentile is a position in this group of plans, never a judgement on any one plan's fees.
Plan filings
232
Nationally 93,209
Median participants
137
Nationally 121
Median service-provider pay
$57K
Schedule C, 129 plans reported it
Nationally $57K
Form 5500 via 5500mcp.ai · refreshed 3 Sep 2026
Vermont at other sizes
- Under $100M in Vermont0 firms
- $100M–$250M in Vermont10 firms
- $250M–$500M in Vermont8 firms
- $1B–$5B in Vermont6 firms
- $5B and up in Vermont1 firms
$500M–$1B next door
- $500M–$1B in New York99 firms
- $500M–$1B in Massachusetts58 firms
- $500M–$1B in New Hampshire12 firms
Get your firm's number in Claude.
Seven methods on your own figures, with the range and the source of every input.
Sources: U.S. SEC Form ADV, via advmcp.ai, as of 3 Nov 2026 · U.S. Department of Labor Form 5500, via 5500mcp.ai, refreshed 3 Sep 2026 · Sica Fletcher, RIA Valuation Multiples (SCF Index), 2024 edition · CT Acquisitions — RIA and Wealth Management M&A Multiples 2026, Jul 2026