RIA Intel›Advisers›Massachusetts›BURTON, WILLIAM LAWRENCE

BURTON, WILLIAM LAWRENCE

Advisory

SAUGUS, MA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in MA

#1,218

of 1,590 advisers by AUM

Average account

$211K

across 180 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$38M

Discretionary AUM$0

Non-Discretionary AUM$38M

Discretionary %0%

Total Clients101

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

101 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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