Top 6 financial advisors in Burlington, MA
We've curated a list of the best financial advisors in Burlington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $843,060,759 Number of advisors 12 advisors | |||
| 2 | Assets under management $410,680,844 Number of advisors 17 advisors | |||
| 3 | Assets under management $361,361,493 Number of advisors 10 advisors | |||
| 4 | Assets under management $342,739,784 Number of advisors 13 advisors | |||
| 5 | Assets under management $62,060,325 Number of advisors 7 advisors | |||
| 6 | Assets under management $12,551,921 Number of advisors 2 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Burlington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burlington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Folium Capital Lp
Folium Capital Lp is a financial advisory firm based in Burlington, Massachusetts. It currently has approximately $843,060,759 of assets under management and employs about 12 people. Folium Capital Lp uses a fee structure of a percentage of assets under your management and carried interest.
$843,060,759 under management
12 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
Rpg Family Wealth Advisory, LLC
Rpg Family Wealth Advisory, LLC is a financial advisory firm based in Burlington, Massachusetts. It currently has approximately $410,680,844 of assets under management and employs about 17 people. Rpg Family Wealth Advisory, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$410,680,844 under management
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Affinia Financial Group, LLC
Affinia Financial Group, LLC is a financial advisory firm based in Burlington, Massachusetts. It currently has approximately $361,361,493 of assets under management and employs about 10 people. Affinia Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$361,361,493 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Arcadia Funds
Arcadia Funds, LLC is a registered investment adviser established in 2012, based in Massachusetts. The firm specializes in providing investment management services to clients through separate accounts and private funds. Arcadia Funds primarily focuses on specialty finance assets, particularly in the digital lending space, aiming to achieve high current income and attractive risk-adjusted returns while emphasizing capital preservation. The firm's investment strategy involves in-depth analysis and modeling to select and curate pools of fixed income interests from digital lending programs. Arcadia Funds may use debt to enhance returns for investors and foresees establishing future investment opportunities in loan platforms and specialty finance/fintech sectors. The firm charges a monthly investment management fee based on the assets under management, with fees negotiated on a client-by-client basis. Arcadia Funds may also receive performance-based fees based on the Funds' performance. The firm does not participate in wrap fee programs and does not require prepayment of fees in advance. Arcadia Funds has adopted a Code of Ethics to ensure compliance with regulatory requirements and to address conflicts of interest. The firm does not vote on proxies for client securities and does not accept responsibility for voting proxies, except for ERISA accounts, of which it currently has none. Arcadia Funds maintains custody of client assets with a third-party custodian and has no financial hardships or bankruptcy history. For more information, clients can contact Arcadia Funds directly at 781-418-1049 or visit their website at www.arcadiafunds.com.
$342,739,784 under management
13 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Risk Paradigm Group, LLC
Risk Paradigm Group, LLC is a registered investment advisor specializing in tactical investment strategies primarily using exchange-traded funds (ETFs). Founded in October 2010, the firm focuses on downside protection through quantitative and qualitative analyses. RPg primarily serves Financial Intermediaries and their End Clients, offering Managed ETF Strategies and Principal Protected Investment Strategies. The firm does not typically have a direct advisory relationship with End Clients, instead working through Intermediaries. RPg manages over $99 million in Client assets on a discretionary basis, with fees up to 0.75% annually based on assets under management. The firm does not charge performance-based fees and does not offer proprietary investment funds. Clients have investment discretion, and RPg does not accept or maintain custody of Client funds. The firm's Chief Executive Officer and Chief Investment Officer, David M. Gatti, and Managing Director, James F. Peters, Jr., have extensive financial services experience and are committed to maintaining the security and confidentiality of clients' personal information. RPg's Privacy Policy ensures the protection and limited sharing of clients' personal information, with clients having the right to limit certain sharing practices. For more information, clients can contact RPg at (866) 726-5150 or via email at [email protected].
$62,060,325 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Harbor Point Capital Management, LLC
Harbor Point Capital Management, LLC, established in April 2010, specializes in providing fixed income and asset allocation strategies to individuals and institutions. The firm's investment approach is disciplined, dynamic, and data-driven, focusing on building balanced, diversified, and liquid portfolios. Clients can engage Harbor Point for comprehensive financial planning services, including discretionary and non-discretionary management of investment portfolios. The firm primarily allocates assets among Independent Managers, mutual funds, ETFs, and individual securities. Harbor Point charges an annual wealth management fee based on a tiered percentage of assets under management. The minimum account size is generally $1,000,000, but smaller portfolios may be accepted based on specific criteria. The firm does not charge performance-based fees and does not participate in side-by-side management. Clients receive regular account statements from the custodian and may request additional reports from Harbor Point. The firm may exercise investment discretion on behalf of clients, with the authority to make decisions on securities transactions, timing, and Financial Institutions utilized. Harbor Point does not vote client securities and does not have any disciplinary disclosures. The principal owner, Charles Lavrentios, has a background in finance and accounting and also manages AXIOS Investment Management, LLC.
$12,551,921 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Burlington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burlington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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