AdvisorGrade

Financial advisers in West Newton, MA

4 registered investment adviser firms in West Newton managing $1.3B in assets, based on public SEC Form ADV filings.

Capshift Advisors

West Newton, MA · Est. 2020

Local
Fee-based
AUM
$628M
Per adviser
$70M
Advisers
9

No reported disclosures

Barca Capital, LLC

West Newton, MA · Est. 2021

LocalInternational
Fee-only
AUM
$439M
Per adviser
$219M
Advisers
2

No reported disclosures

Righthand Capital, LLC

West Newton, MA · Est. 2023

Local
Fee-based
AUM
$182M
Per adviser
$91M
Advisers
2

No reported disclosures

Eastward Capital Partners, LLC

West Newton, MA · Est. 2012

Local
Fee-based
AUM
$96M
Per adviser
$14M
Advisers
7

No reported disclosures