City
Wealth management firms in Burlington, Massachusetts
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Burlington, Massachusetts reported $1.4 billion in regulatory assets under management; the largest by assets was RPG Family Wealth Advisory, LLC, with $700.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $151.9 million
- SEC-registered, of those listed
- 5 of 9 (55.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | RPG Family Wealth Advisory, LLC | SEC | $700.7 million | 600 |
| 2 | Nefpg | SEC | $246.1 million | 709 |
| 3 | Cornerstone Financial Management LLC | SEC | $167.0 million | 444 |
| 4 | Charles River Wealth Management, LLC | SEC | $110.3 million | 343 |
| 5 | Greenway Financial Advisors LLC | State | $107.1 million | 270 |
| 6 | Andante Financial | State | $18.8 million | 69 |
| 7 | Integrity Advisors LLC | State | $15.3 million | 31 |
| 8 | Curtin Financial Services, Inc. | State | $1.5 million | 2 |
| 9 | Eshel Bot | SEC | $0 | 0 |
Wealth management firms in Massachusetts, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.