Top 6 advisors in Burlington
We’ve curated a list of the best financial advisors in Burlington, take a look at it below
Find an advisor in Burlington| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $843,060,759 | 12 advisors | ||
| 2 | $410,680,844 | 17 advisors | ||
| 3 | $361,361,493 | 10 advisors | ||
| 4 | $342,739,784 | 13 advisors | ||
| 5 | $62,060,325 | 7 advisors | ||
| 6 | $12,551,921 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Burlington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burlington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Folium Capital Lp
Assets under management
$843,060,759
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Rpg Family Wealth Advisory, LLC
Assets under management
$410,680,844
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Affinia Financial Group, LLC
Assets under management
$361,361,493
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Arcadia Funds
Assets under management
$342,739,784
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Risk Paradigm Group, LLC
Assets under management
$62,060,325
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
6. Harbor Point Capital Management, LLC
Assets under management
$12,551,921
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Your first meeting is free.