Top 9 advisors in Newton
We’ve curated a list of the best financial advisors in Newton, take a look at it below
Find an advisor in Newton1. Rwa Wealth Partners
Assets under management
$14,485,188,280
Fee structure
A percentage of assets under your management
Hourly charges
MODEL PROVIDER FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Estate Planning, Tax Return Preparation & Filing; Model Provider
2. Grovestreet
Assets under management
$6,726,093,052
Fee structure
Fixed fees
Performance-based fees
A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
3. Proficio Capital Partners LLC
Assets under management
$2,935,273,170
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
4. Redwood Investments, LLC
Assets under management
$1,364,086,057
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Tremont Realty Capital LLC
Assets under management
$749,984,874
Fee structure
Performance-based fees
A PERCENTAGE OF THE EQUITY OF A CLIENT
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Jonathan D. Pond, LLC
Assets under management
$346,394,000
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Financial Planning Solutions, LLC
Assets under management
$236,387,259
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Barca Capital, LLC
Assets under management
$204,518,520
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Renaissance Wealth Advisors, LLC
Assets under management
$85,366,361
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
How we came up with this list
To generate our top financial advisors list in Newton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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