Investment adviser firms in NEWTON, Massachusetts
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
6 firms · Source months shown: August 2026
- ASCENSUS INVESTMENT ADVISORS, LLCCRD 120632 · NEWTON, MA$12,973,029,698.00Regulatory AUM · August 2026
- CASTANEA PARTNERS INC.CRD 160229 · NEWTON, MA$239,000,000.00Regulatory AUM · August 2026
- GROVE STREET ADVISORS, LLCCRD 111497 · NEWTON, MA$7,143,261,216.00Regulatory AUM · August 2026
- PROFICIO CAPITAL PARTNERS LLCCRD 269931 · NEWTON, MA$5,266,070,265.00Regulatory AUM · August 2026
- RENAISSANCE WEALTH ADVISORS, LLCCRD 300007 · NEWTON, MA$109,897,240.00Regulatory AUM · August 2026
- TREMONT REALTY CAPITAL LLCCRD 283569 · NEWTON, MA$763,324,546.00Regulatory AUM · August 2026