Investment advisers in Burlington, MA
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Folium Capital LP | $960.3 million | 10 | 0 |
| Rpg Family Wealth Advisory, LLC | $700.7 million | 21 | 3 |
| Nefpg | $246.1 million | 6 | 0 |
| Arcadia Funds | $192.8 million | 9 | 0 |
| Spring Lake Equity Gp LLC | $179.2 million | 3 | 0 |
| Cornerstone Financial Management LLC | $167.0 million | 7 | 0 |
| Risk Paradigm Group, LLC | $115.6 million | 7 | 3 |
| Charles River Wealth Management, LLC | $110.3 million | 1 | 0 |
| Eshel Bot | $0 | 7 | 0 |
| Spring Lake Equity Management LLC | $0 | 3 | 0 |