Wealth Manager
    SEC Registered
    Manages Private Funds

    Rock Point Advisors, LLC

    Registered investment advisor · Burlington, Vermont · CRD #130825

    Assets Under Management
    $656M
    Client Accounts
    493
    Employees
    9
    CRD Number
    130825
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Distributors Company Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Rock Point Advisors, LLC

    Rock Point Advisors, LLC is an investment advisory firm focused on practical advice and responsible investing, founded in 2004, and registered with the SEC. It operates in the investment management and financial advisory industry.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Rock Point Advisors, LLC

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    Frequently Asked Questions

    What is Rock Point Advisors, LLC's AUM?

    Rock Point Advisors, LLC reports approximately $656M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Rock Point Advisors, LLC headquartered?

    Rock Point Advisors, LLC is headquartered in Burlington, Vermont.

    What is Rock Point Advisors, LLC's CRD number?

    Rock Point Advisors, LLC's CRD number is 130825. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Rock Point Advisors, LLC manage?

    Rock Point Advisors, LLC manages approximately 493 client accounts according to its latest SEC filing.

    Is Rock Point Advisors, LLC SEC registered?

    Yes, Rock Point Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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