Company lists · Data refreshed September 2026

Top 18 Asset management consulting firms based in Burlington, United States

Name: Asset management consulting firms based in Burlington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 29 companies tracked

RevenueBase identified 29 company matches for asset management consulting firms associated with Burlington, United States as of September 2026 and tracks 661 professional contacts across them, including 420 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Burlington has 29.

This list covers company matches for asset management consulting firms associated with Burlington, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 14, 2026 How this list was built

29Companies

661Contacts tracked

420Verified emails

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The 18 largest asset management consulting firms based in Burlington, United States

Ranked by team size

Top 18 of 29 company matches for asset management consulting firms based in Burlington, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	EBI Consulting	Exact match	Burlington, MA, United StatesHQ recorded Sep 14, 2026	501-1,000	535 contacts →
	Exact match “For 35 years we have been helping investors, lenders, owners, developers, contractors, and property managers reduce risk and optimize their built facilities, infrastructure and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Axial Financial Group	Exact match	Burlington, MA, United StatesHQ recorded Sep 14, 2026	11-50	22 contacts →
	Exact match “Axial Financial Group is a privately-held, independent firm specializing in wealth management, retirement planning, investment planning, and business planning.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Hanson Doremus	Exact match	Burlington, VT, United StatesHQ recorded Sep 14, 2026	11-50	11 contacts →
	Exact match “Hanson+Doremus is a fee-only financial advisor based in Burlington, Vermont, providing investment management and financial planning for individuals, families, and nonprofit…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Community Financial Services Group	Exact match	Burlington, VT, United StatesHQ recorded Sep 14, 2026	11-50	9 contacts →
	Exact match “Community Financial Services Group (CFSG) provides personalized investment management, financial planning, and fiduciary trust services to individuals, families, businesses, and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	1st Opulence Financial	Exact match	Burlington, WI, United StatesHQ recorded Sep 14, 2026	1-10	7 contacts →
	Exact match “1st Opulence Financial helps clients achieve retirement goals and objectives by using specialized strategies built and uniquely tailored for that individual.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Hickok & Boardman Capital Management	Exact match	Burlington, VT, United StatesHQ recorded Sep 14, 2026	11-50	6 contacts →
	Exact match “COMPREHENSIVE PLANNING FOR EVERY ASPECT OF YOUR FINANCIAL LIFE At Hickok & Boardman Capital Management, our commitment to our clients and our community is unwavering.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Pinnacle Private Wealth	Exact match	Burlington, MA, United StatesHQ recorded Sep 14, 2026	11-50	6 contacts →
	Exact match “Invest With Purpose At Pinnacle Private Wealth, our collaborative approach to design customized wealth strategies is paramount in guiding you to invest with purpose.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Rock Point Advisors	Exact match	Burlington, VT, United StatesHQ recorded Sep 14, 2026	11-50	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Westview Investment Advisors	Exact match	Burlington, VT, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Westview Investment Advisors is an independent, fee-only registered investment advisory firm based in Burlington, Vermont.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	OAK Maple Finance, LLC	Exact match	Burlington, VT, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Whether you contact Oak Maple with a financial plan already in place and simply want to have a sounding board or hammer out details, or whether you show up with a shoebox full of…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	NEW England Financial Planning Group, LLC	Exact match	Burlington, MA, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “New England Financial Planning Group is an independent wealth management firm that manages all aspects of our clients' financial lives with diligence and integrity – leaving them…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Helmsman Financial Strategies	Exact match	Burlington, MA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Our mission is to be the Trusted Financial Advisors to a diverse clientele of individuals and be recognized regionally as a leader in the Tax, Financial Planning & Investment…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Milestone Wealth Management NC	Exact match	Burlington, NC, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Milestone Wealth Management is a growing independent wealth management firm working with clients, families and business owners throughout the Burlington, NC area and across the…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	SMB Financial Strategies, LLC	Exact match	Burlington, MA, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Financial planning is a multidimensional process that covers a lot more than your account balance.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Perennial Edge	Exact match	Burlington, MA, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Perennial Edge specializes in working with busy professionals seeking tax-smart financial strategies that address the complex needs of today's modern family.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Prism Capital Management A Fortis Financial Group Company	Exact match	Burlington, WA, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Prism Capital Management, LLC stands out as a boutique independent advisory firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	44 North Capital	Exact match	Burlington, VT, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “44 North Capital is a registered investment advisor (RIA) based in Burlington, VT.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Sequoia Financial Group	Exact match	Burlington, VT, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “At Sequoia Financial Group, we recognize that each client is unique.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 18 of 29 asset management consulting firms based in Burlington, United States

See the full list, filter by size, metro and specialty, and access 420 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Burlington, United States at a glance

As of Sep 14, 2026

63.5%Verified-email coverage

22.8Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

501-1,000

Email recency for this list is measured across the whole United States list rather than for Burlington, so it is reported there. Company counts and contact totals on this page are exact for Burlington, over 29 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Burlington, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 420 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Burlington, United States?

RevenueBase identified 29 company matches for asset management consulting firms associated with Burlington, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

EBI Consulting tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Burlington has 29.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 420 professional contacts with verified work emails tracked across these 29 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.