Top 4 financial advisor firms in Burlington

4 SEC-registered financial advisor firms are headquartered in Burlington, MA, with $1.22B in combined regulatory assets under management. The largest by assets are RPG Family Wealth Advisory ($701M), New England Financial Planning Group ($246M) and Cornerstone Financial Management ($167M).

4
Financial advisor firms: $1.22B
Their combined AUM: $207M
Median firm AUM: 1,007
Clients of the top 4

The 4 largest by assets

1
RPG Family Wealth Advisory
RIA
$701M
Regulatory AUM
2
New England Financial Planning Group
RIA
$246M
Regulatory AUM
3
Cornerstone Financial Management
RIA
$167M
0.50% to 1.00% a year
4
Charles River Wealth Management
RIA
$110M
0.50% to 1.10% a year

Profiles of the top 4

No. 1 · RIA

RPG Family Wealth Advisory

RPG Family Wealth Advisory is an investment adviser based in Burlington, MA, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $701 million, as filed on 24 April 2026.

Regulatory AUM: $701M
Clients: 600
Advisory staff: 9
Custodians: Pershing, Fidelity
Headquarters: 25 Burlington Mall Road, Suite 404, Burlington, MA 01803
Phone: 888-285-8600
Website: rpgfamilywealthadvisory.com

No. 2 · RIA

New England Financial Planning Group

New England Financial Planning Group is an investment adviser based in Burlington, MA, registered with the SEC since 1982. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $246 million, as filed on 2 September 2026.

Regulatory AUM: $246M
Clients: 196
Advisory staff: 2
Custodians: Raymond James, Raymond James
Headquarters: 69 Winn Street, Burlington, MA 01803
Phone: 781-272-2200
Website: nefpg.com

No. 3 · RIA

Cornerstone Financial Management

Cornerstone Financial Management is an investment adviser based in Burlington, MA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $167 million, as filed on 26 March 2026.

Cornerstone Financial Management charges 0.50%–1.00% a year for its Investment Management Services.

Regulatory AUM: $167M
Clients: 108
Advisory staff: 4
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity
Headquarters: 10 Mall Road, Suite 301, Burlington, MA 01803-4131
Phone: 800-527-1238
Website: cornerstonefm.com

No. 4 · RIA

Charles River Wealth Management

Charles River Wealth Management is an investment adviser based in Burlington, MA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $110 million, as filed on 30 April 2026.

Charles River Wealth Management charges 0.50%–1.10% a year for its Investment Management Services.

Regulatory AUM: $110M
Clients: 103
Advisory staff: 1
Fee schedule: 0.50% to 1.10% a year
Custodians: Raymond James
Headquarters: 50 Mall Road, Suite 209, Burlington, MA 01803
Phone: 781-270-5400

Questions about financial advisors in Burlington

How many financial advisor firms are headquartered in Burlington?

4 SEC-registered financial advisor firms report their principal office in Burlington, MA, managing $1.22B in regulatory assets between them. The other 4 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Burlington?

RPG Family Wealth Advisory, with $701M in regulatory assets under management on its latest Form ADV. The next largest are New England Financial Planning Group ($246M) and Cornerstone Financial Management ($167M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Burlington?

The median firm manages $207M in regulatory assets. That is the midpoint of the 4 firms headquartered in Burlington.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Burlington?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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