Fiduciary advisors in Burlington, MA

10 registered advisers

Burlington is a Route 128 suburb where Oracle Health (Cerner) and defense contractors generate corporate advisory needs, and 10 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 100%, with 10 firms declining all forms of commission-based compensation. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

ALCION VENTURES, L.P.

Fee-Only, No ConflictsClean Record
Burlington, MassachusettsCRD #160505
Typical Fee--
AUM$252M
Minimum--
Clients8

ARCADIA FUNDS

Fee-Only, No ConflictsClean Record
Burlington, MassachusettsCRD #166087
Typical Fee--
AUM$208M
Minimum--
Clients5

CHARLES RIVER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, MassachusettsCRD #288017
Typical Fee--
AUM$110M
Minimum--
Clients343

CORNERSTONE FINANCIAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, MassachusettsCRD #140967
Typical Fee--
AUM$135M
Minimum--
Clients393

FOLIUM CAPITAL LP

Fee-Only, No ConflictsClean Record
Burlington, MassachusettsCRD #284801
Typical Fee--
AUM$936M
Minimum--
Clients8

NEFPG

Fee-Only, No ConflictsClean Record
Burlington, MassachusettsCRD #105254
Typical Fee--
AUM$227M
Minimum--
Clients709

RISK PARADIGM GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Burlington, MassachusettsCRD #155870
Typical Fee--
AUM$99M
Minimum--
Clients444

RPG FAMILY WEALTH ADVISORY, LLC

Fee-OnlyAlso Compensated via Product Sales
Burlington, MassachusettsCRD #158528
Typical Fee--
AUM$590M
Minimum--
Clients1,960

SPRING LAKE EQUITY GP LLC

Fee-Only, No ConflictsClean Record
Burlington, MassachusettsCRD #167613
Typical Fee--
AUM$295M
Minimum--
Clients4

SPRING LAKE EQUITY MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Burlington, MassachusettsCRD #167251
Typical Fee--
AUM--
Minimum--
Clients--
Fiduciary Advisors in Burlington, Massachusetts | FiduciaryListings