Best Financial Advisors in NEWTON, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in NEWTON
GROVESTREET
NEWTON, MA · Since 2001
ASCENSUS INVESTMENT ADVISORS, LLC
NEWTON, MA · Since 2002
PROFICIO CAPITAL PARTNERS LLC
NEWTON, MA · Since 2015
CASTANEA PARTNERS INC.
NEWTON, MA · Since 2012
TREMONT REALTY CAPITAL LLC
NEWTON, MA · Since 2016
RENAISSANCE WEALTH ADVISORS, LLC
NEWTON, MA · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.