Massachusetts · 25 advisers
Financial Advisors in Newton, Massachusetts
Looking for a financial advisor in Newton, Massachusetts? Falists indexes 25 SEC-registered and state-registered investment advisers in Newton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 18 firms list a website you can visit directly. Firms in this directory manage up to $12.97B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
25
With website
18
Largest AUM
$12.97B
Financial planning
7
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Newton
Ranked by AUM · Fees, team & specialties at a glance
GROVESTREET
Newton, MA
AUM
$7.14B
Team
7 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +2 more
781-263-6100
PROFICIO CAPITAL PARTNERS LLC
Newton, MA
AUM
$5.27B
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-340-8425
TREMONT REALTY CAPITAL LLC
Newton, MA
AUM
$763.3M
Team
18 advisors
Clients
—
Fees
Performance-based fees; A PERCENTAGE OF THE EQUITY OF A CLIENT
617-867-0700
CASTANEA PARTNERS INC.
Newton, MA
AUM
$239.0M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
617-630-2400
PARAGON FINANCIAL ADVISORS
Newton, MA
AUM
$113.0M
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
617-641-2446
RENAISSANCE WEALTH ADVISORS, LLC
Newton, MA
AUM
$109.9M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(617) 663-5595
THURSTON HALL INVESTMENT RESEARCH, LLC
Newton, MA
AUM
$78.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-459-6042
RIDLEY COVE FINANCIAL ADVISORS LLC
Newton, MA
AUM
$41.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-791-3811
INSIGHT FINANCIAL STRATEGISTS
Newton, MA
AUM
$27.8M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
781 489 3994
BALANSTONE, LLC
Newton, MA
AUM
$10.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SUBADVISER FEES
617-958-1490
AUM
$0
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
617-244-9700
WELLESLEY HILLS CAPITAL
Newton, MA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(617) 645-4040
ASCENSUS INVESTMENT ADVISORS, LLC
Newton, MA
AUM
$12.97B
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA
617-454-6400
PARKSTONE INVESTMENTS, LLC
Newton, MA
AUM
$24.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
617-549-2963
TAKAYOSHI WEALTH MANAGEMENT LLC
Newton, MA
AUM
$0
Team
1 advisors
Clients
0
Fees
Fixed fees
(617) 237-6167
More cities in Massachusetts
Common questions
- How many financial advisors are in Newton, Massachusetts?
- 25 registered investment advisers are listed in our Newton directory, sourced from public SEC filings.
- What types of advisors are in Newton?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Newton?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.