Financial advisers in Burlington, MA

11 registered investment adviser firms in Burlington managing $2.8B in assets, based on public SEC Form ADV filings.

Folium Capital LP

Burlington, MA · Est. 2017

LocalInternational

Fee-only

AUM: $960M
Per adviser: $96M
Advisers: 10

No reported disclosures

Rpg Family Wealth Advisory, LLC

Burlington, MA · Est. 2011

RegionalInternational

Fee-based

AUM: $701M
Per adviser: $78M
Advisers: 9

No reported disclosures

Nefpg

Burlington, MA · Est. 1982

LocalInternational

Fee-based

AUM: $246M
Per adviser: $123M
Advisers: 2

No reported disclosures

Arcadia Funds

Burlington, MA · Est. 2015

LocalInternational

Fee-only

AUM: $193M
Per adviser: $24M
Advisers: 8

No reported disclosures

Spring Lake Equity Gp LLC

Burlington, MA · Est. 2013

Local

Fee-based

AUM: $179M
Per adviser: $90M
Advisers: 2

No reported disclosures

Cornerstone Financial Management LLC

Burlington, MA · Est. 2024

Local

Fee-based

AUM: $167M
Per adviser: $42M
Advisers: 4

No reported disclosures

Alcion Ventures, L.P.

Burlington, MA · Est. 2012

Local

Fee-only

AUM: $154M
Per adviser: $51M
Advisers: 3

No reported disclosures

Risk Paradigm Group, LLC

Burlington, MA · Est. 2011

Local

Fee-only

AUM: $116M
Per adviser: $58M
Advisers: 2

No reported disclosures

Charles River Wealth Management, LLC

Burlington, MA · Est. 2025

Local

Fee-only

AUM: $110M
Per adviser: $110M
Advisers: 1

No reported disclosures

Spring Lake Equity Management LLC

Burlington, MA · Est. 2013

Local

Fee-only

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Eshel Bot

Burlington, MA · Est. 2026

Local

Fee-only

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures