Firms by city
Registered investment advisers in Newton, MA
5 SEC-registered advisers headquartered in Newton, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Proficio Capital Partners | Newton, MA | $8.17B |
| Grove Street Advisors | Newton, MA | $7.14B |
| Tremont Realty Capital | Newton, MA | $763M |
| Castanea Partners | Newton, MA | $239M |
| Renaissance Wealth Advisors | Newton, MA | $110M |
- Headquarters
- Newton, MA
- Regulatory AUM
- $8.17B
- Headquarters
- Newton, MA
- Regulatory AUM
- $7.14B
- Headquarters
- Newton, MA
- Regulatory AUM
- $763M
- Headquarters
- Newton, MA
- Regulatory AUM
- $239M
- Headquarters
- Newton, MA
- Regulatory AUM
- $110M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Newton on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Massachusetts.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.