Finding a Top Financial Advisor Firm in Burlington, Massachusetts
If you’re searching for a financial advisor in Burlington, Massachusetts, you came to the right place. The financial experts at SmartAsset conducted hours of research to find top registered investment advisors (RIAs) in the city. Advisors at these firms have a legal fiduciary duty always to provide advice in the best interests of their clients. Alternatively, try using SmartAsset's free financial advisor matching tool to connect with advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||RPG Family Wealth Advisory Find an Advisor||$421,471,827||No set account minimum|| || |
Minimum AssetsNo set account minimum
|2||Affinia Financial Group Find an Advisor||$377,543,432||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||New England Financial Planning Group Find an Advisor||$247,400,000||$500,000|| || |
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What We Use in Our Methodology
To find the top financial advisors in Burlington, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.
RPG Family Wealth Advisory
RPG Family Wealth Advisory doesn’t require a minimum account size to provide asset management services. So it’s no surprise that it works with both non-high-net-worth and high-net-worth clients, as well as pension and profit sharing plans, charitable organizations and businesses.
RPG Family Wealth Advisory, which is a fee-based firm, is affiliated with third-party financial institutions. In turn, certain representatives earn sales commissions. This arrangement can pose potential conflicts of interest. However, RIAs must uphold their fiduciary duty to provide advice in the best interests of their clients.
RPG Family Wealth Advisory Background
RPG Family Wealth Advisory was founded in 2011. It’s a wholly-owned subsidiary of Risk Paradigm Group Holdings, LLC, which explains the initials in the firm’s name. The advisory team is led by CEO and CIO David M. Gatti. He has more than 25 years of experience in portfolio management. Before joining RPG, he held a position at Twin Lights Group of Morgan Stanley Smith Barney, where he specialized in designing customized hedge fund portfolios.
RPG Family Wealth Advisory Investment Strategy
RPG Family Wealth Advisory builds and manages portfolios tailored to the risk tolerance and goals of its clients. These portfolios may invest in such securities as equity securities, individual fixed income securities, mutual funds, exchange-traded funds (ETFs), options and limited partnerships. When analyzing individual securities like stocks, the firm engages in technical and fundamental analysis.
Affinia Financial Group
Affinia Financial Group doesn’t impose a minimum account size for investment advisory services and works with both non-high-net-worth and high-net-worth individuals.
Some members of Affinia Financial Group are affiliated with third-party insurance companies and broker-dealers. They earn commissions, an arrangement that has the potential of affecting their recommendations. That said, these advisors must uphold their fiduciary duty of providing advice in the best interests of their clients.
Affinia Financial Group Background
John Nadworny & Cynthia Haddad founded Affinia Financial Group in 2019 after spending nearly three decades working together in the financial advisory industry. They both currently own the firm.
The firm provides financial planning, special needs financial planning and portfolio management services.
Affinia Financial Group Investment Strategy
Affinia Financial conducts meetings with clients to understand their needs, goals and risk tolerance. This information helps advisors build diversified portfolios that are aligned with client profiles. The firm generally recommends mutual funds, exchange-traded funds (ETFs), stocks and bonds. But it would consider other securities if deemed appropriate.
The firm generally engages in long-term investing. But it may trade securities due to market trends or changes to the client’s situation.
New England Financial Planning Group
New England Financial Planning Group (NEFPG) requires a minimum account size of $500,000 for asset management services. The firm works with both non-high-net-worth and high-net-worth individuals.
Some representatives of NEFPG are licensed insurance agents or broker-dealer representatives. These dual roles can create potential conflicts of interest, though the firm's fiduciary duty requires it to act in clients' best interests at all times.
New England Financial Planning Group Background
New England Financial Planning Group can trace its roots back to the 1980s when it was founded and registered with the SEC. Its owner is Richard Wojcik. His team offers ongoing asset management services. They can also provide advice on:
- Business planning
- Tax management
- Estate planning
- Cash flow management
- Retirement savings
New England Financial Planning Group Investment Strategy
Through New England Financial Planning Group, clients have access to various investment accounts offered by Raymond James Financial Services. Advisors monitor holdings in these accounts and provide ongoing management or guidance. These accounts may invest in various securities including mutual funds and exchange-traded funds (ETFs).