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- Custodian
- Barclays · Charles Schwab & Company · Fidelity/NFS · Jackson National Life · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-30-2004
- Office Locations
- 1
Office Locations
About Rock Point Advisors, LLC
Rock Point Advisors is a Burlington, VT wealth advisory firm (founded 2004) providing fiduciary financial planning and discretionary investment management built around client-developed plans and long-term investing. The firm emphasizes responsible/ESG-aware portfolio construction and risk management, with portfolios implemented heavily using ETFs, and publishes quarterly market commentary for clients and prospects.
Reported data analysis
What the numbers show
Between September 17, 2025 and March 24, 2026, reported AUM increased 17.0%, from $560.4M to $655.7M.
Across 5 reported observations, AUM increased 18.4% between August 23, 2022 and March 24, 2026, from $553.6M to $655.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 243 clients, or 48.6 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Rock Point Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL LEIGHTON HUFFMAN
Financial Advisor, General Partner, President
- CRD
- #1367117
- Ownership
- 50% but less than 75%
TODD ALAN WULFSON
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #2837408
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Jackson Adrien Bargiello
--
- CRD
- #8209393
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $655,711,792 | $1,330,044 |
| Non-Discretionary | $0 | -- |
| Total | $655,711,792 | $1,330,044 |
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Separately Managed Accounts
SMA allocation detail is available
Rock Point Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Rock Point Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.