Financial advisers in Newton, MA
6 registered investment adviser firms in Newton managing $26.5B in assets, based on public SEC Form ADV filings.
Ascensus Investment Advisors, LLC
Newton, MA · Est. 2002
Regional
- AUM
- $13.0B
- Per adviser
- $6.5B
- Advisers
- 2
No reported disclosures
Grovestreet
Newton, MA · Est. 2001
Regional
- AUM
- $7.1B
- Per adviser
- $1.0B
- Advisers
- 7
No reported disclosures
Proficio Capital Partners LLC
Newton, MA · Est. 2015
RegionalInternational
- AUM
- $5.3B
- Per adviser
- $479M
- Advisers
- 11
No reported disclosures
Tremont Realty Capital LLC
Newton, MA · Est. 2016
Local
- AUM
- $763M
- Per adviser
- $42M
- Advisers
- 18
No reported disclosures
Castanea Partners INC.
Newton, MA · Est. 2012
Local
- AUM
- $239M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
Renaissance Wealth Advisors, LLC
Newton, MA · Est. 2026
Local
- AUM
- $110M
- Per adviser
- $55M
- Advisers
- 2
No reported disclosures