SEC-registered investment advisers in Burlington
8 SEC-registered investment advisers are headquartered in Burlington, MA, with $2.67B in combined regulatory assets under management. 4 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 8
- Investment advisers
- $2.67B
- Combined regulatory AUM
- 4
- Financial advisor firms
All 8 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Folium Capital | Private funds | $960M |
| RPG Family Wealth Advisory | RIA | $701M |
| New England Financial Planning Group | RIA | $246M |
| Arcadia Funds | Private funds | $193M |
| Spring Lake Equity GP | Private funds | $179M |
| Cornerstone Financial Management | RIA | $167M |
| Risk Paradigm Group | Asset manager | $116M |
| Charles River Wealth Management | RIA | $110M |
Folium Capital$960M
- Type
- Private funds
- Type
- RIA
- Type
- RIA
Arcadia Funds$193M
- Type
- Private funds
- Type
- Private funds
- Type
- RIA
Risk Paradigm Group$116M
- Type
- Asset manager
- Type
- RIA
Burlington at a glance
Advisers headquartered here, by type
8
advisers
- Financial advisor firms (RIAs)$1.22B regulatory AUM4 (50%)
- Private fund managers$1.33B regulatory AUM3 (38%)
- Institutional managers$116M regulatory AUM1 (13%)
Other cities in Massachusetts
- Boston326
- Waltham16
- Wellesley16
- Needham13
- Braintree12
- Cambridge10
- Andover7
- Beverly7
- Woburn7
- Concord6
- Dedham6
- Framingham6