FOLIUM CAPITAL LP
Burlington, MA
AUM
$960.3M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
617-307-6501 X103
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA, BURLINGTON
14 advisers found
RPG FAMILY WEALTH ADVISORY, LLC
Burlington, MA
AUM
$700.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(888) 285-8600
NEFPG
Burlington, MA
AUM
$246.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-272-2200
ARCADIA FUNDS
Burlington, MA
AUM
$192.8M
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
781.418.1049
SPRING LAKE EQUITY GP LLC
Burlington, MA
AUM
$179.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Performance-based fees
617 391 6341
CORNERSTONE FINANCIAL MANAGEMENT LLC
Burlington, MA
AUM
$167.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
800-527-1238
ALCION VENTURES, L.P.
Burlington, MA
AUM
$153.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-603-1000
RISK PARADIGM GROUP, LLC
Burlington, MA
AUM
$115.6M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(866) 726-5150
CHARLES RIVER WEALTH MANAGEMENT, LLC
Burlington, MA
AUM
$110.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(781) 270-5400
GREENWAY FINANCIAL ADVISORS LLC
Burlington, MA
AUM
$107.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
339-234-9098
ANDANTE FINANCIAL
Burlington, MA
AUM
$18.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
617-816-4422
INTEGRITY ADVISORS LLC
Burlington, MA
AUM
$7.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
718-501-7515
CURTIN FINANCIAL SERVICES, INC.
Burlington, MA
AUM
$1.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
781-640-8425
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