Falists

Massachusetts · 16 advisers

Financial Advisors in Burlington, Massachusetts

Looking for a financial advisor in Burlington, Massachusetts? Falists indexes 16 SEC-registered and state-registered investment advisers in Burlington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 15 firms list a website you can visit directly. Firms in this directory manage up to $960.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

16

With website

15

Largest AUM

$960.3M

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth14Planning8Trusts8Retirement3Institutional4

Top advisors in Burlington

Ranked by AUM · Fees, team & specialties at a glance

View all 16 →

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

Full profileVisit site →

More cities in Massachusetts

Boston (512)Cambridge (66)Wellesley (29)Waltham (26)Newton (25)Needham (21)Braintree (19)Hingham (14)Andover (13)Concord (11)Framingham (11)Woburn (11)

Common questions

How many financial advisors are in Burlington, Massachusetts?
16 registered investment advisers are listed in our Burlington directory, sourced from public SEC filings.
What types of advisors are in Burlington?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Burlington?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.