Vermont Business Magazine:
Best Financial Planning / Investment Firm

April 2023

We are delighted to be named the 2023 Best Financial Planning / Investment Firm by Vermont Business Magazine. One Day In July Financial Advisors work tirelessly to provide the highest level of service possible to a wide variety of clients throughout Vermont and across the country. By using index funds, charging low fees, and acting as fiduciaries on all accounts, for all clients, we aim to continue improving the state of investment management as we expand across the United States.

From Vermont Business Magazine: "VermontBiz has spent the last 50-plus years forging its relationship with Vermont's business community and the BOB Awards provides an opportunity to tell us, other readers and the rest of the state which companies in Vermont have the best products and services for businesses. This is the eighth year that VermontBiz has surveyed its readers to find the Best of the Best companies in Vermont."

Vermont Business Magazine Award Winners List

This award is being published in the May 2023 issue of Vermont Business Magazine. One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm in Vermont award on April 10, 2023. Winners of VermontBiz's BOB Awards are determined by a survey of Vermont Business Magazine readers. ODIJ did not pay an application fee to be considered for inclusion in this list. ODIJ is not affiliated with VermontBiz or Vermont Business Magazine.

Source: SmartAsset: "100 Fastest Growing RIAs: These Financial Advisor Firms Pull Ahead in 2023."

Ranked Among Top 30 Fastest Growing RIAs - SmartAsset Study

September 2023

A SmartAsset study released in September 2023 listed One Day In July among the 30 fastest growing registered investment advisory firms (RIAs) in the US.

The number of registered investment advisory firms (RIAs) has been rapidly increasing as more and more people have realized the value of working with a financial advisor who is a fiduciary on all accounts, for all clients.

SmartAsset looked at more than 1,700 RIAs for this study and ranked them based on changes in client account totals and assets under management (AUM) between 2020 and 2023.

Out of over 1,700 firms, One Day In July ranked 29th.

One Day In July started in 2016 with a single office in Burlington, Vermont. Today we have offices in New York, New Hampshire, and Pennsylvania, and we service clients across the United States. As we grow, we remain committed to providing personalized service and fiduciary financial advice while helping our clients avoid the high investment fees that we often find in competitors’ portfolios. We are fee-only fiduciary financial advisors.

Firms were ranked based on changes in client account totals and assets under management (AUM) between 2020 and 2023. Firms were only considered if they had at least $500 million in AUM, had no regulatory disclosures related to disciplinary action, and offered financial planning services. SmartAsset released the list on 9/6/2023.

Named to Citywire RIA's
List of the Fastest Growing Advisors in 2022

July 2022

Referring to One Day In July, Citywire writes:
"This RIA owes its intriguing branding to the 2015 epiphany that inspired founder Dan Cunningham to open the firm. Its website explains that after learning about the volume of market gains investors miss out on due to a combination of poor decisions and high fees, ‘Dan had had enough. It was July 22, 2015, and on that one day in July, he decided this was going to change.’"

"In a December press release celebrating the firm’s crossing of $500m in AUM, Cunningham put it bluntly: ‘if you are paying 1% or more in fees, and many people are, we believe you are paying too much.’"

This designation was published in the "50 Growers Across America 2022" Report published by Citywire. Citywire relies on public information to compile its list of fast growing advisory firms. ODIJ did not pay an application fee to be considered for inclusion in this list. ODIJ is not affiliated with Citywire.