Rock Point Advisors, LLC

Rock Point Advisors, LLC (CRD# 130825) is a financial advisory firm headquartered in Burlington, VT. They manage $274,595,841 in 448 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    275
    MILLION
  • Total Number of Accounts
    448
    ACCOUNTS
  • Average Account Value
    $612,937
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MA, ME, NH, NY, TX, VA, VT, WA

Financial Advisors at Rock Point Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy A. Humphrey
CRD#: 5568212
77 College Street, Burlington, VT 05401
96
Wealthminder
score

Timothy Humphrey (CRD# 5568212) is an Investment Advisor Representative working at Rock Point Advisors, LLC in Burlington, VT and has over 8 years of experience in the finance industry.

2
Todd A. Wulfson
CRD#: 2837408
77 College Street, 4th Floor, Burlington, VT 05401
96
Wealthminder
score

Todd Wulfson (CRD# 2837408) is an Investment Advisor Representative working at Rock Point Advisors, LLC in Burlington, VT and has over 19 years of experience in the finance industry.

3
Michael L. Huffman
CRD#: 1367117
77 College Street, 4th Floor, Burlington, VT 05401
90
Wealthminder
score

Michael Huffman (CRD# 1367117) is an Investment Advisor Representative working at Rock Point Advisors, LLC in Burlington, VT and has 1 year of experience in the finance industry.

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