Investment advisers in Newton, MA
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Grovestreet | $7.14 billion | 35 | 0 |
| Proficio Capital Partners LLC | $5.27 billion | 23 | 0 |
| Tremont Realty Capital LLC | $763.3 million | 22 | 0 |
| Castanea Partners Inc. | $239.0 million | 6 | 0 |
| Renaissance Wealth Advisors, LLC | $109.9 million | 2 | 0 |