Best Financial Advisors in NEWTON, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$5.3B
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in NEWTON
#1
100
GROVESTREET
NEWTON, MA · Since 2001
$7.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
95
ASCENSUS INVESTMENT ADVISORS, LLC
NEWTON, MA · Since 2002
$13.0B AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
CASTANEA PARTNERS INC.
NEWTON, MA · Since 2012
$239M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
PROFICIO CAPITAL PARTNERS LLC
NEWTON, MA · Since 2015
$5.3B AUM11 clientsFee: 0%
FiduciaryFee-Only
#5
95
TREMONT REALTY CAPITAL LLC
NEWTON, MA · Since 2016
$763M AUM18 clientsFee: 0%
FiduciaryFee-Only
#6
95
RENAISSANCE WEALTH ADVISORS, LLC
NEWTON, MA · Since 2026
$110M AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in NEWTON?
The median advisory fee in NEWTON, MA is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.