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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 6 vetted financial advisors and 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 28 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
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Top Financial Advisor Firms in Newton, Massachusetts (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| RWA WEALTH PARTNERS 85 Wells Avenue, Suite 109 Newton, MA, 2459 | 156984 | $14,717,593,971 | 20276 | A Percentage of AUM, Hourly charges, Other (MODEL PROVIDER FEE) |
| ASCENSUS INVESTMENT ADVISORS, LLC 95 Wells Avenue, Suite 160 Newton, MA, 2459 | 120632 | $8,481,660,990 | 27 | A Percentage of AUM, Other (PERCENTAGE OF QUALIFIED TUITION/SFRP PROGRAM MANAGEMENT FEE) |
| GROVESTREET 2221 Washington Street, Building 1, Suite 201 Newton, MA, 2462 | 111497 | $6,952,232,336 | 44 | 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 | $3,310,160,575 | 913 | A Percentage of AUM, Fixed Fees, Performance Based |
| REDWOOD INVESTMENTS, LLC One Gateway Center, Suite 802, Suite 802 Newton, MA, 2458 | 133028 | $1,364,086,057 | 232 | A Percentage of AUM |
| TREMONT REALTY CAPITAL LLC 255 Washington Street, Suite 300 Newton, MA, 02458-1634 | 283569 | $775,275,594 | 2 | Performance Based, Other (A PERCENTAGE OF THE EQUITY OF A CLIENT) |
| CASTANEA PARTNERS INC. Three Newton Executive Park Ste 304, Newton, MA, 2462 | 160229 | $715,000,000 | 6 | A Percentage of AUM, Other (CARRIED INTEREST) |
| FINANCIAL PLANNING SOLUTIONS, LLC 134 Rumford Ave, Suite 203 Newton, MA, 2466 | 168211 | $258,379,739 | 1129 | A Percentage of AUM, Hourly charges, Fixed Fees |
| BARCA CAPITAL, LLC 275 Grove Street, Suite 2-400 Newton, MA, 2466 | 263786 | $204,518,520 | 2 | A Percentage of AUM, Performance Based |
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