Best Financial Advisors in WEST NEWTON, Massachusetts
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$439M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in WEST NEWTON
#1
100
BARCA CAPITAL, LLC
WEST NEWTON, MA · Since 2021
$439M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
CAPSHIFT ADVISORS
WEST NEWTON, MA · Since 2020
$628M AUM9 clientsFee: 0%
FiduciaryFee-Only
#3
97
RIGHTHAND CAPITAL, LLC
WEST NEWTON, MA · Since 2023
$182M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
EASTWARD CAPITAL PARTNERS, LLC
WEST NEWTON, MA · Since 2012
$96M AUM7 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 WEST NEWTON?
The median advisory fee in WEST NEWTON, MA is 0.95% of assets under management per year, based on Form ADV filings from 4 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.