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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

CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGIC ADVISERS LLC
SAVVI FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HOUBEN PLANNING ASSOCIATES INC.
LPL FINANCIAL LLC
1414 VENTURES
INTERCONTINENTAL REAL ESTATE CORPORATION
INTERCONTINENTAL CAPITAL MANAGEMENT, LLC
TIMBERLAND INVESTMENT RESOURCES, LLC
ONEAMERICA SECURITIES, INC.
BEACON POINTE ADVISORS, LLC
TECTONIC VENTURES MANAGEMENT, LLC
EDWARD JONES

Investors

Sofia Levina
DONALD A COHEN
Jonas Cole Killeen
TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH
Jacob Vigneau
QIN ZHAO
JONATHAN CHRISTOPHER ERB
Hali Rose Morrison
Rivers Edwards
DAVID M CAROLAN
MEIHUA TU
KYLE PATRICK BREDICE
Erin O'Brien
Jamie Katherine OBrien
Bryan Christopher Matson
James Hill
Zachary Frisella
Thomas Michael Ellwanger
Jared Albert Bishop
Map K On
Harrison Seitz
ANDREW W. KASKI
ALEXANDER CHI-HO TJIE
CLAUDIA V ROZAS
ERIK DOUCETTE
PETER J SMAIL
WESTON HEWINS
BRENDAN BOYLE
MATTHEW WROBEL
INAS ALAWAM
STEVEN JOSEPH KASHIAN
ANDREW ALVAREZ
ALEXANDRA LECLAIR
ALISON FRANCES KAHL
BRIAN ROGERS-BOTELLIO
AIDAN JAMES CARUCCI
ABRAHAM ROBERT SHAHROOZ
ROBERT ALLEN FITZGERALD
THOMAS B WALKER
ALASDAIR M. SWETT
BRIDGET A. SKEFFINGTON
SARAH HAMILTON OTT
ROBERT LEONHARDT
BRIAN RICHARD HARRISON
CHRISTOPHER MICHAEL MORAN
STAVROS EFTHIMIOS KOKKOTOS
GEORGIA NMN MOURTZINOU
ALEXANDER MICHAEL SAUER-BUDGE
ADRIAN B BECKER
KEVIN MICHAEL DALEY
ANTHONY DEMOSTHENES MARKEN
Griffin O Barriere
JEFFREY LAWRENCE HOUBEN
WILLIAM T JACOBS
TOM EDMON JOHNSON
THOMAS VINCENT ALESSI
JOHN PAUL ORTHMAN
GARY ABBOTT DOODLESACK
CRAIG E RICHARDSON
Vikas Issar
JOANN R NAPOLI-WINANT
William John George
GEORGE THOMAS GATZUNIS
Bolaji Richard Odusanya
Vivian Cam
Peter Rodis
JOHN PRICE HUNTINGTON
JOHN VINCENT DILORENZO
JOHN WILLIAM BREEDLOVE
Melanie R Krupa
Jerry Thomas Alberico
Andrew Francis Holmes
LYMAN HOOD JACKSON
RICHARD HOWARD FINGERMAN
Dillon Frederick Driscoll
Matthew Louis Barrand
ALEXANDRE MIGUEL OLIVEIRA
Brandon Bergert
Olivia Martha Harrison
MARIE ELIZABETH ST. CLARE
CHRISTOPHER CARL ANDRYSIAK
EDWARD JOSEPH SAMP

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