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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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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