Best Financial Advisors in BURLINGTON, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BURLINGTON
NEFPG
BURLINGTON, MA · Since 1982
CORNERSTONE FINANCIAL MANAGEMENT LLC
BURLINGTON, MA · Since 2024
RISK PARADIGM GROUP, LLC
BURLINGTON, MA · Since 2011
ALCION VENTURES, L.P.
BURLINGTON, MA · Since 2012
SPRING LAKE EQUITY MANAGEMENT LLC
BURLINGTON, MA · Since 2013
FOLIUM CAPITAL LP
BURLINGTON, MA · Since 2017
CHARLES RIVER WEALTH MANAGEMENT, LLC
BURLINGTON, MA · Since 2025
ESHEL BOT
BURLINGTON, MA · Since 2026
ARCADIA FUNDS
BURLINGTON, MA · Since 2015
SPRING LAKE EQUITY GP LLC
BURLINGTON, MA · Since 2013
RPG FAMILY WEALTH ADVISORY, LLC
BURLINGTON, MA · Since 2011
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BURLINGTON?
The median advisory fee in BURLINGTON, MA is 0.95% of assets under management per year, based on Form ADV filings from 11 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.