Rialytix insights

Top RIA Firms in Burlington, Massachusetts

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Burlington, Massachusetts. This hub covers 9 matching firms with $2.8B in total reported AUM and median AUM of $179.2M.

Firms

Matching current profiles

Total AUM

$2.8B

Reported regulatory AUM

Median AUM

$179.2M

Across firms with AUM

Largest firm

$960.3M

Folium Capital LP

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Folium Capital LP CRD 284801 · Limited Partnership	BURLINGTON, MA	$960.3M Mar 2026	+$24.5M+2.6%	+$121.4M+14.5%	+$281.5M+41.5%	+$700.5M+269.6%	-2 employees-16.7% over 3Y	+1 accounts+14.3% over 3Y
2. Rpg Family Wealth Advisory, LLC CRD 158528 · Limited Liability Company	BURLINGTON, MA	$700.7M Apr 2026	+$110.4M+18.7%	+$280.6M+66.8%	+$360.6M+106.0%	+$598.7M+587.0%	+9 employees+75.0% over 3Y	-824 accounts-57.9% over 3Y
3. Nefpg CRD 105254 · Limited Liability Company	BURLINGTON, MA	$246.1M Mar 2026	+$19.2M+8.5%	+$43.7M+21.6%	+$35.1M+16.6%	+$119.1M+93.8%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
4. Arcadia Funds CRD 166087 · Limited Liability Company	BURLINGTON, MA	$192.8M Mar 2026	-$15.7M-7.5%	-$328.2M-63.0%	-$555.0M-74.2%	+$3.0M+1.6%	-5 employees-35.7% over 3Y	0 accounts+0.0% over 3Y
5. Spring Lake Equity Gp LLC CRD 167613 · Limited Liability Company	BURLINGTON, MA	$179.2M Mar 2026	-$122.7M-40.6%	-$270.8M-60.2%	-$246.8M-57.9%	+$79.2M+79.2%	-3 employees-50.0% over 1Y	-1 accounts-20.0% over 3Y
6. Cornerstone Financial Management LLC CRD 140967 · Limited Liability Company	BURLINGTON, MA	$167.0M Mar 2026	+$31.8M+23.5%	—	—	+$53.1M+46.6%	+3 employees+75.0% over 1Y	+51 accounts+13.0% over 1Y
7. Alcion Ventures, L.p. CRD 160505 · Limited Partnership	BURLINGTON, MA	$153.8M Mar 2026	-$98.5M-39.0%	-$474.2M-75.5%	-$1.0B-87.2%	-$698.3M-81.9%	-9 employees-60.0% over 3Y	-11 accounts-64.7% over 3Y
8. Risk Paradigm Group, LLC CRD 155870 · Limited Liability Company	BURLINGTON, MA	$115.6M Mar 2026	+$16.1M+16.1%	+$53.5M+86.2%	+$68.6M+146.4%	+$81.9M+242.9%	0 employees+0.0% over 3Y	+297 accounts+155.5% over 3Y
9. Charles River Wealth Management, LLC CRD 288017 · Limited Liability Company	BURLINGTON, MA	$110.3M Apr 2026	+$9.5M+9.4%	—	—	+$9.5M+9.4%	0 employees+0.0% over 1Y	+8 accounts+2.4% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.