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Find The Best Financial Advisors in Newton, Massachusetts

Newton, Massachusetts, a suburban city situated just outside the Saint Paul metropolitan area, has a cost of living that is 49% higher than the national average. It may be important for residents to seek the help of a financial advisor to make the most of their savings and increase the returns from their investments. This may be easier said than done, but connecting with the right financial advisor could help ensure Newton residents find the best financial plan in place that fits their specific lifestyle. With over 1850 financial advisors available in the city, FinancialAdvisor.net helps simplify the financial advisor search process so that you can connect with a professional advisor based on your specific needs.

How To Find The Best Financial Advisors in Newton , Massachusetts

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Newton, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 9 non-vetted financial advisors in Newton, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Newton, Massachusetts have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Newton , Massachusetts

advisor

Savant Wealth Management

Savant Wealth Management

call781-235-7550

advisor

Jordan Cohne

Clarity Wealth Advisors

call508-219-0301

advisor

Robert Capone

Engineered Wealth Solutions

call978-420-4015

Top Financial Advisor Firms in Newton, Massachusetts(Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
RWA WEALTH PARTNERS
85 Wells Avenue, Suite 109
Newton, MA, 02459
156984 $15,423,271,608 19495 A percentage of AUM, Hourly charges, Other (MODEL PROVIDER FEE)
ASCENSUS INVESTMENT ADVISORS, LLC
95 Wells Avenue, Suite 160
Newton, MA, 02459
120632 $9,878,077,323 10 A percentage of AUM, Other (PERCENTAGE OF PROGRAM MANAGEMENT FEE AND PERCENTAGE OF AUA)
GROVESTREET
2221 Washington Street, Building 1, Suite 201
Newton, MA, 02462
111497 $6,484,561,795 46 Fixed fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST)
PROFICIO CAPITAL PARTNERS LLC
300 Washington Street Ste 951, One Gateway Center
Newton, MA, 02458-1655
269931 $2,974,544,510 1194 A percentage of AUM, Fixed fees, Performance Based
TREMONT REALTY CAPITAL LLC
255 Washington Street, Suite 300
Newton, MA, 02458-1634
283569 $751,604,093 3 Performance Based, Other (A PERCENTAGE OF THE EQUITY OF A CLIENT)
CASTANEA PARTNERS INC.
Three Newton Executive Park Ste 304,
Newton, MA, 02462
160229 $423,000,000 6 A percentage of AUM, Other (CARRIED INTEREST)
BARCA CAPITAL, LLC
275 Grove Street, Suite 2-400
Newton, MA, 02466
263786 $287,309,048 2 A percentage of AUM, Performance Based
FINANCIAL PLANNING SOLUTIONS, LLC
134 Rumford Ave, Suite 203
Newton, MA, 02466
168211 $283,642,698 1174 A percentage of AUM, Hourly charges, Fixed fees
SEMANTEON CAPITAL MANAGEMENT, LP
580 Washington St., Suite C
Newton, MA, 02458
289196 $227,828,637 3 A percentage of AUM, Performance Based

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