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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Newton, Massachusetts, also known as the Garden City, is a suburban city just outside Boston. According to the latest studies, the cost of living in Newton is approximately 84% higher than the national average, making it extremely expensive to live in. It would perhaps be beneficial, if you live in an area this expensive, to have a financial advisor help you make your money work. Research has shown that those who work closely with a financial advisor tend to accumulate more wealth over a period of time than those who tried to DIY it. Finding a financial advisor who will work with your specific financial needs in mind could be a bit daunting. There are over 8,000 financial advisors to choose from in the Boston area and over 230 in Newton itself. At WiserAdvisor, we screen financial advisors and create a list of vetted advisors in the area as you can see in the list below. To help make it easier for individuals to find the right advisors that would be best suited for their needs, we also have a free tool to match you to 2-3 screened advisors. You may interview these advisors and choose the one that would work best for you. There is no obligation to hire any of these advisors. This free service can save you a lot of time.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Newton, Massachusetts.
Newton
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
9
non-vetted advisors in your local area. These financial advisors in
Newton, Massachusetts
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Newton, Massachusetts
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Newton, Massachusetts.
| Qualified Financial Advisors in Newton, Massachusetts | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Josh Darwin
REGAL FINANCIAL 669 South St, Needham, MA 02492 |
30 | Not Specified | $100,000.00 | Fee-Based |
| Rich Testa
CFP®, RIA TESTA ASSOCIATES 181 Worcester Street, Natick, MA 01760 |
22 | $17000000 | Not Specified | Fee-Based |
| Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT 6 Felton Ln, West Newbury, MA 01985 |
11 | $90,000,000 | $250,000 | Fee-Only |
| Michael MacLean
CFP® MERCANTILE PRIVATE WEALTH MANAGEMENT 255 Park Ave, STE 1000, Worcester, MA 01609 |
14 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65
Compensation/Fee Fee-Based
Office Location
669 South St,
Needham,
MA
02492
Phone Number
617-281-2721
Josh Darwin is a Registered Investment Advisor who helps investors of all sizes and experince levels. Josh has been helping investors in the markets since he graduated from Tufts in 1991. Josh beleives in holistic investing that starts with sound asset allocation and securities selection. Josh communicates well and provides a high touch advisory service. Josh lives in Needham and Fairhaven MA with his wife Ricki and sons Jack (18) and George (16). Josh enjoys following Boston Sports, golfing, boating, cooking, gardening and following markets of all types.
Regal Investment Advisors focuses on the client relationship to understand your risk tolerance, time horizons, and objectives. We want to know your goals and dreams, and apply our expertise to help you achieve your desired outcome. Our goal is to help you become a better investor and create a financial plan that is right for you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 3152207
Firm CRD# 39543
Series 7, 63, 66 SIE
Compensation/Fee Fee-Based, Based on Assets
Office Location
181 Worcester Street,
Natick,
MA
01760
Phone Number
508-655-2410
I believe that meticulous planning, attention to detail and the importance of a solid foundation are the keys to success in building a business as well as building a successful investment portfolio. Beginning with a get-to-know-you meeting in which we will have a relaxed conversation as we get to know you and you, in turn, get to know us. We will ask you to prioritize your financial goals. We'll then set up a second meeting to suggest options and strategies that can help you meet those goals. At the end of this process, you can decide whether you want to work with us. There is no charge for these initial meetings. Should you decide we are a good fit, we will develop a plan we think will work for you and your financial needs, and we will meet again to refine it and fine-tune it for you. We will never fit you into a preformatted template. And we will never suggest or charge you for services you don't need. Our relationship does not end with the development of your financial plan. We will meet with you regularly to make sure the plan continues to meet your financial needs, both before and after you retire.
At Testa Associates, we take our job of helping you plan for a secure financial future very seriously. That's why our approach is different than many other financial planning firms. The plan we develop with your input typically will include some of the following investment vehicles: Mutual Funds, Stocks, Bonds, Insurance and Annuity Products, IRAs (Roths, Traditional, Rollovers), Keough Plans, 529's. We work with small businesses to help them set up company retirement plans. The plan we develop for your business can include but are not limited to the following products: Rule 144/145 Sales, 401(k) Plans and SEP IRAs. Licensed to offer a variety of insurance, annuity, and 529 plans
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 293420
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
6 Felton Ln,
West Newbury,
MA
01985
Phone Number
978-775-1287
We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
255 Park Ave,
STE 1000,
Worcester,
MA
01609
Phone Number
774-239-1862
As a seasoned Certified Financial Planner® with over 13 years of industry experience, Mike brings objective insight to help his clients effectively address their most important financial priorities. He provides customized advice and investment strategies to affluent individuals, multi-generational families, and small business owners in Massachusetts and across the country. His holistic approach to financial management includes a thorough planning process and personalized strategies for his clients. Mike is a graduate of UMASS-Dartmouth, where he earned a Bachelor of Science in Finance. Prior to forming Mercantile Private Wealth Management, Mike was a Vice President of Investments at Morgan Stanley. Mike has been recognized by Forbes as a Next-Gen Best-In-State Wealth Advisor in 2019. He is actively involved in the community, serving on the Board of Directors for Canines for Disabled Kids, as well as coaching youth Baseball.
Mercantile Private Wealth Management was founded with a determination to provide informed, unbiased, and customized advice to help clients reach their goals. We believe forging long-term relationships that serve you well is at the heart of everything we do.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Top Financial Advisor Firms in Newton, Massachusetts (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| CAPITAL ADVISORS GROUP, INC
29 Crafts Street , Suite 270, Newton, MA 2458 |
$24,081,825,908 | 151 |
A percentage of AUM Fixed fees Performance Based Other (A MINIMUM FEE OF UP TO $625.00 PER QUARTER MAY BE CHARGED.) |
| ASCENSUS INVESTMENT ADVISORS, LLC
95 Wells Avenue , Suite 160, Newton, MA 2459 |
$9,417,451,024 | 27 |
A percentage of AUM Other (PERCENTAGE OF QUALIFIED TUITION/SFRP PROGRAM MANAGEMENT FEE) |
| GROVESTREET
2221 Washington Street , Building 1, Suite 201, Newton, MA 2462 |
$8,638,984,745 | 43 |
Fixed fees Performance Based Other (A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST) |
| ADVISER INVESTMENTS
85 Wells Avenue , Suite 109, Newton, MA 2459 |
$7,249,890,965 | 12259 |
A percentage of AUM Hourly charges Other (MODEL PROVIDER FEE) |
| PROFICIO CAPITAL PARTNERS LLC
300 Washington Street Ste 601 , One Gateway Center, Newton, MA 02458-1655 |
$2,856,308,685 | 788 |
A percentage of AUM Fixed fees Performance Based |
| REDWOOD INVESTMENTS, LLC
One Gateway Center, Suite 802 , Suite 802, Newton, MA 2458 |
$2,198,985,463 | 203 |
A percentage of AUM |
| CASTANEA PARTNERS INC.
Three Newton Executive Park Ste 304, Newton, MA 2462 |
$937,000,000 | 6 |
A percentage of AUM Other (CARRIED INTEREST) |
| EXCALIBUR MANAGEMENT CORP
Three Newton Executive Park , 2223 Washington Street, Suite 202, Newton, MA 02462-1433 |
$571,985,553 | 819 |
A percentage of AUM Fixed fees |
| TREMONT REALTY CAPITAL LLC
255 Washington Street , Suite 300, Newton, MA 02458-1634 |
$456,279,478 | 2 |
Performance Based Other (A PERCENTAGE OF THE EQUITY OF A CLIENT) |
| JONATHAN D. POND, LLC
300 Washington Street; One Gateway Center , Suite 413, Newton, MA 2458 |
$398,763,287 | 181 |
A percentage of AUM Hourly charges Subscription fees |
| BARCA CAPITAL, LLC
275 Grove Street , Suite 2-400, Newton, MA 2466 |
$297,430,314 | 2 |
A percentage of AUM Performance Based |
| FINANCIAL PLANNING SOLUTIONS, LLC
120 Wells Avenue, Newton, MA 2459 |
$215,294,824 | 1010 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Garon Financial Inc. Inquire with Garon |
233 Needham Street, Suite 300, Newton, MA 02464 | 617-454-1070 |
| Renaissance Wealth Advisors Inquire with Renaissance |
275 Grove Street, Suite 2-400, Newton, MA 02466 | 617-663-5595 |
| Michael Fernandes Inquire with Michael |
1126 Beacon St, Newton, MA 02461 | 781-752-5616 |
| GW Marketing Services Inquire with GW |
18 Ripley Terrace, Newton, MA 02459 | 508-395-2500 |
| Edward Jones Inquire with Edward |
130 Rumford Avenue, Suite 101, Newton, MA 02466 | 617-527-4505 |
| Edward Jones Inquire with Edward |
130 Rumford Avenue, Suite 101, Newton, MA 02466 | 617-527-4505 |
| Edward Jones Inquire with Edward |
130 Rumford Avenue, Suite 101, Newton, MA 02466 | 617-527-4505 |
| Evelina Fitzgerald Inquire with Evelina |
1197 Centre Street, Newton, MA 02459 | 617-680-8952 |
| Edward Jones Inquire with Edward |
130 Rumford Avenue, Suite 101, Newton, MA 02466 | 617-527-4505 |
Grow your AUM with pre-qualified leads!
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