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Best financial advisors in Newton, MA

Registered advisers within 25 miles of Newton, MA.

Offices
2,359
Firms
1,183
Combined AUM
$42.2T
Firm-wide filings, not assets booked only here
Clients
3.55M
3,547,938 clients when Item 5C has a number
Avg / client
$11.9M
Combined AUM ÷ clients

Nearby offices

Firms

PROFICIO CAPITAL PARTNERS LLC
LOGIKOS CAPITAL MANAGEMENT
DAKOTA WEALTH, LLC
ACCELERATE RETIREMENT
CSENGE ADVISORY GROUP, LLC
TREMONT REALTY CAPITAL LLC
SEMANTEON CAPITAL MANAGEMENT, LP
STRATEGIC WEALTH PARTNERS, LTD.
VV CAPITAL MANAGEMENT, LP
INSIGHT FINANCIAL STRATEGISTS
CAPITAL ADVISORS GROUP, INC
INTEGRATED WEALTH CONCEPTS LLC
TRIPLE SUMMIT ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
MUTUAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC INSTITUTIONS, INC.
TAKAYOSHI WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC

Investors

PETER WALTER KRONBERG
TAYLOR LYNN KALE
NICOLE' CHARLES MEREDITH KEANE
JONATHAN DAVIDSON POND
John McQuade Cole
Patrick Henry Casserly
Jordan Smith
Joseph Campedelli
ANTHONY CHRISTIAN GILLAIZEAU
CHRISTOPH CHEN
JAMES CAMPBELL WOOD
KATE ELIZABETH RYAN
MARC BRADFORD ST. ANDRE
LANCE PAN
BENJAMIN KLOPP CAMPBELL
JEFFREY STANN LEVINE
WEI WANG
ANDREW JED MASON
HAMID MICHAEL OMID
Juan Sebastian Restrepo Vanegas
RENATA I SCHINDLER
NATHAN STEVEN ZIELONKA

Within 25 miles of Newton, MA, Best Investors lists 1,183 registered investment advisory firms with 2,359 offices nearby, managing about $42.2T in combined regulatory AUM across 3,547,938 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Newton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 1 clients $5.69T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 GEODE CAPITAL MANAGEMENT, LLC $1.74T AUM 5 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 6 WELLINGTON MANAGEMENT COMPANY LLP 52 clients · 1 advisers $1.43T AUM 7 SSGA FUNDS MANAGEMENT, INC. 52 clients $1.42T AUM 8 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM