Skip to content

Financial Advisors in Burlington, MA: 2026 rankings

502 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Burlington: Terranova & Associates CPA, LLC, RFA Score 71/100; 4.9★ from 282 Google reviews.

  2. 26

    Most-reviewed: American Consumer Credit Counseling, Inc., 4,572 Google reviews at 5.0★, the most of 502 ranked; ranked #26.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

502 Burlington financial advisors are ranked here by RFA Score, from eight published factors. 125 open Saturdays and 17 open Sundays, based on posted hours. The median Google rating is 4.6★ across 502 rated firms.

Top 10 financial advisors in Burlington at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Burlington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Terranova & Associates CPA, LLC714.9★ (282)Danvers, 12 mi away—Top score
2SHP Financial705.0★ (50)Woburn, 2 mi away——
3Harding Financial and Insurance705.0★ (42)Burlington——
4Balance Wealth Advisors705.0★ (143)Wellesley, 13 mi away——
5Merchant Cost Consulting705.0★ (159)Boston, 14 mi away——
6IPX1031: Patricia Flowers, CES®705.0★ (120)Boston, 12 mi away——
7Stonehearth Capital Management705.0★ (127)Danvers, 13 mi away——
8Total Financial Freedom LLC695.0★ (112)Winthrop, 14 mi awayEvenings—
9Josh Andreasen - Edelman Financial Engines695.0★ (29)Burlington——
10McAdam Financial694.9★ (120)Boston, 13 mi away——

All 502 financial advisors in Burlington, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 SHP Financial

    Based in Woburn, 2 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    400 Tradecenter Dr Ste 7810, Woburn, MA 01801
    View profile for SHP Financial(508) 746-2400

  10. #10 McAdam Financial

    Based in Boston, 13 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 120 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    101 Federal St Suite 1900, Boston, MA 02110
    View profile for McAdam Financial(857) 263-7759

  13. #13 Spano Dawicki & Witt

    Based in Saugus, 9 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 72 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    605 Broadway 2nd Floor, Saugus, MA 01906
    View profile for Spano Dawicki & Witt(781) 231-7800

  17. #17 Alpha Taxes

    Based in Medford, 8 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 66 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    394 Main St, Medford, MA 02155
    View profile for Alpha Taxes(781) 393-0101

  18. #18 Markham Group, Inc.

    Based in Leominster, 20 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 153 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 153 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    20 Central Ave #2, Ayer, MA 01432
    View profile for Markham Group, Inc.(978) 772-0800

  20. #20 Mondy Friend Capital

    Based in Winchester, 5 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    28 Church St #14, Winchester, MA 01890
    View profile for Mondy Friend Capital(888) 480-8247

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 502 ranked financial advisors here; the rest are on their profiles.

financial advisors in Burlington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26American Consumer Credit Counseling, Inc.675.0★ (4,572)10 mi
27Kelly Financial Services LLC674.9★ (161)22 mi
28Turner & Costa, P.C.674.8★ (73)12 mi
29Edelman Financial Engines674.8★ (16)In Burlington
30Shervin Sadr - Financial Planner675.0★ (50)13 mi
31Perennial Edge675.0★ (13)In Burlington
32Bank of America (with Drive-thru ATM)674.4★ (96)9 mi
33Salem Five Bank674.6★ (39)6 mi
34Acacia Insurance, Inc.674.8★ (38)8 mi
35Birch Financial Partners675.0★ (26)7 mi
36Caleb Harty, Financial Advisor - Harty Financial674.9★ (41)11 mi
37TNG Private Wealth - Ameriprise Financial Services, LLC675.0★ (19)5 mi
38Pension & Wealth Management Advisors675.0★ (35)11 mi
39OpenRoad Wealth Advisors675.0★ (35)11 mi
40Greenway Financial Advisors LLC675.0★ (11)In Burlington
41Coromandel Wealth Strategies664.9★ (20)5 mi
42Savant Wealth Management664.9★ (19)4 mi
43Carlos Pichardo: Primerica - Financial Services665.0★ (46)14 mi
44Guardian Financial Services, LLC665.0★ (76)19 mi
45Finances for Feminists665.0★ (63)18 mi
46Oliver Capital Management665.0★ (31)10 mi
47Beacon Pointe Advisors665.0★ (31)10 mi
48HUB International664.5★ (41)7 mi
49Sentinel Group664.1★ (113)6 mi
50Apex Retirement Services664.8★ (19)5 mi

Also serving Burlington

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Burlington
BusinessGoogle ratingDistance
B&H GroupIn Burlington
Condon & Co Wealth Advisors5.0★ (1)In Burlington
Cornerstone Financial GroupIn Burlington
Crown Financial Services1.0★ (1)In Burlington
Evergreen Financial Partners of Raymond James5.0★ (1)In Burlington
First Command2.0★ (1)In Burlington
First Command Financial Advisor - Charles Cady5.0★ (1)In Burlington
Kristen Ragusin - Raymond JamesIn Burlington
Merrill Lynch Financial Advisor Dylan CarrafielloIn Burlington
Merrill Lynch Financial Advisor Heather ScearceIn Burlington
Merrill Lynch Financial Advisor Hovsep BalmanoukianIn Burlington
Merrill Lynch Financial Advisor Joshua CotterIn Burlington
Merrill Lynch Financial Advisor Meaghan AndersonIn Burlington
New England Financial Planning Group5.0★ (1)In Burlington
Pinnacle Private Wealth5.0★ (1)In Burlington
Raymond James & AssociatesIn Burlington
SMB Financial Strategies5.0★ (1)In Burlington
Strive Partners LLCIn Burlington
The Zaccardi Group - Raymond JamesIn Burlington
TMMC Inc5.0★ (1)In Burlington

How we ranked Burlington financial advisors

We scored 502 Burlington financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Burlington data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Burlington: frequently asked questions

Which financial advisor has the highest RFA Score in Burlington?

By RFA Score, the highest-ranked financial advisor in Burlington, MA is Terranova & Associates CPA, LLC with an RFA Score of 71/100. It has 4.9★ from 282 Google reviews. SHP Financial (#2) and Harding Financial and Insurance (#3) follow. We ranked 502 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Burlington?

RankedFinancialAdvisors ranks 502 financial advisors serving Burlington, MA. 9 of them are based in Burlington; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Burlington work on weekends?

125 of 502 ranked financial advisors post Saturday hours and 17 post Sunday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#15) and NJB Accounting Solutions, LLC (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Burlington financial advisors have?

The median Google rating among 502 rated financial advisors in Burlington is 4.6★, with a median of 12 reviews. American Consumer Credit Counseling, Inc. has the most, 4,572 reviews, and ranks #26. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Burlington count in this ranking?

Yes, if they are within 25 mi of the Burlington city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Burlington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Burlington a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Burlington

  1. November 2026: RFA Scores recalculated for 502 financial advisors serving Burlington.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Burlington pages