GROVESTREET
Newton, MA
AUM
$7.14B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +2 more
781-263-6100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA, NEWTON
14 advisers found
PROFICIO CAPITAL PARTNERS LLC
Newton, MA
AUM
$5.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-340-8425
TREMONT REALTY CAPITAL LLC
Newton, MA
AUM
$763.3M
Wealth Mgmt
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
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
617-630-2400
PARAGON FINANCIAL ADVISORS
Newton, MA
AUM
$113.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
617-641-2446
RENAISSANCE WEALTH ADVISORS, LLC
Newton, MA
AUM
$109.9M
Financial PlanningWealth MgmtTrusts & Estates
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
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-459-6042
RIDLEY COVE FINANCIAL ADVISORS LLC
Newton, MA
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
617-791-3811
INSIGHT FINANCIAL STRATEGISTS
Newton, MA
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
781 489 3994
BALANSTONE, LLC
Newton, MA
AUM
$10.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SUBADVISER FEES
617-958-1490
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
617-244-9700
ASCENSUS INVESTMENT ADVISORS, LLC
Newton, MA
AUM
$12.97B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA
617-454-6400
Full profileNo website
PARKSTONE INVESTMENTS, LLC
Newton, MA
AUM
$24.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
617-549-2963
Full profileNo website
TAKAYOSHI WEALTH MANAGEMENT LLC
Newton, MA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Fixed fees
(617) 237-6167
Full profileNo website