# Rock Point Advisors

Rock Point Advisors is a Bank / Wealth / Trust based in Burlington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Burlington, United States
- **Region:** North America
- **Address:** Burlington, VT, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** rockpointadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/rock-point-advisors

## Regulatory record

- **CRD number:** 130825
- **SEC file number:** 801-62923
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130825

## About

Founded in 2004 and based in Burlington, Vermont, Rock Point Advisors operates as a fiduciary wealth advisory firm. The firm structures its engagements around financial planning and long-term investment management for individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. Its public commentary anchors on behavioral discipline — reminding clients during the Q1 2026 selloff that diversified portfolios often outlast alarming headlines. The firm constructs multi-asset-class portfolios guided by client-specific plans rather than model-tracking benchmarks. Public insights reference US and developed international equities, fixed-income resilience during tariff shocks, and sustained corporate earnings tied to artificial-intelligence infrastructure spending. Rock Point integrates tax-aware planning with strategic asset allocation, though it does not publicly break out alternatives, direct co-investment, or private-fund commitments. Its Q4 2025 commentary noted that US stocks returned 17% — a figure achieved only by clients who held through the February-to-May drawdown. Rock Point has not disclosed team size, AUM, or additional office locations. Its website centers on Burlington, Vermont, and the firm does not operate a LinkedIn presence. Adjacent vehicles — such as philanthropic foundations or club-deal networks — are absent from public materials. No principal names or ownership structure appear in available records. Rock Point’s structural differentiator is its fiduciary-only mandate in a market segment crowded with broker-dealer hybrids.

## Questions

### Is Rock Point Advisors a fiduciary?

Yes. Rock Point Advisors states its financial planning and investment management efforts are guided by its fiduciary duty to clients. This means the firm is legally obligated to put client interests ahead of its own, a structural commitment that differentiates it from broker-dealers operating under a suitability standard.

### Does Rock Point Advisors manage institutional assets?

Rock Point serves individuals, trusts, partnerships, corporations, retirement plans, and charitable organizations. The firm does not publicly distinguish between its retail and institutional books or report dedicated institutional mandates.

### Where is Rock Point Advisors located?

The firm is headquartered in Burlington, Vermont, United States. No additional offices, advisor networks, or regional hubs appear in its public materials or third-party records.

### Who runs investment decisions at Rock Point Advisors?

Rock Point has not publicly named any principals, portfolio managers, or investment committee members. No LinkedIn profile, ADV filings summary, or press coverage identifies the individuals responsible for asset-allocation or security-selection decisions.

## Related profiles

- [Rockmount Seed Investments](https://altss.com/profile/rockmount-seed-investments)
- [Rockpool Investments](https://altss.com/profile/rockpool-investments)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/rock-point-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology