Investment advisers in Newton, MA
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Proficio Capital Partners LLC | $8.17 billion | 25 | 0 |
| Grovestreet | $7.14 billion | 35 | 0 |
| Tremont Realty Capital LLC | $763.3 million | 22 | 0 |
| Castanea Partners Inc. | $239.0 million | 6 | 0 |
| Weber Capital Management LLC | $120.2 million | 2 | 0 |
| Renaissance Wealth Advisors, LLC | $109.9 million | 2 | 0 |