Rpg Family Wealth Advisory, LLC

Rpg Family Wealth Advisory, LLC (CRD# 158528) is a financial advisory firm headquartered in Burlington, MA. They manage $366,369,000 in 1,672 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    1,672
    ACCOUNTS
  • Average Account Value
    $219,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, MA, ME, MI, MN, NH, NY, PA, TX

Financial Advisors at Rpg Family Wealth Advisory, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Kim Aylesworth
CRD#: 4086629
2617 Canterbury Trail, Atlanta, GA 30324
93
Wealthminder
score

Kim Aylesworth (CRD# 4086629) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.

2
Juan Donabedian
CRD#: 4595528
25 Burlington Mall Road, Suite 307, Burlington, MA 01803
93
Wealthminder
score

Juan Donabedian (CRD# 4595528) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 14 years of experience in the finance industry.

3
Deborah B. Friend
CRD#: 4257503
25 Burlington Mall Road, Suite 307, Burlington, MA 01803
93
Wealthminder
score

Deborah Friend (CRD# 4257503) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 16 years of experience in the finance industry.

4
Samuel M. Kiefer
CRD#: 2833958
25 Burlington Mall Road, Suite 307, Burlington, MA 01803
93
Wealthminder
score

Samuel Kiefer (CRD# 2833958) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 20 years of experience in the finance industry.

5
Hugh P. Maginnis
CRD#: 2971733
25 Burlington Mall Road, Suite 307, Burlington, MA 01803
93
Wealthminder
score

Hugh Maginnis (CRD# 2971733) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 19 years of experience in the finance industry.

6
Adam B. Reinking
CRD#: 5441139
25 Burlington Mall Road, Suite 307, Burlington, MA 01803
93
Wealthminder
score

Adam Reinking (CRD# 5441139) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 9 years of experience in the finance industry.

7
Adam Hull
CRD#: 5827223
25 Burlington Mall Road, Suite 307, Burlington, MA 01803
90
Wealthminder
score

Adam Hull (CRD# 5827223) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 6 years of experience in the finance industry.

8
William T. Eaton
CRD#: 1395701
25 Burlington Mall Road, Suite 307, Burlington, MA 01803
83
Wealthminder
score

William Eaton (CRD# 1395701) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 32 years of experience in the finance industry.

9
David M. Gatti
CRD#: 2415422
25 Burlington Mall Road, Suite 307, Burlington, MA 01803
83
Wealthminder
score

David Gatti (CRD# 2415422) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 23 years of experience in the finance industry.

10
Mitchell A. Goldfeld
CRD#: 1903537
25 Burlington Mall Road, Suite 307, Burlington, MA 01803
83
Wealthminder
score

Mitchell Goldfeld (CRD# 1903537) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Burlington, MA and has over 28 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.