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 9 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 20 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.