Fiduciary advisors in Newton, MA
6 registered advisers
For Newton investors who want a fiduciary standard, 6 SEC-registered firms operate in the area. 6 of those firms are fee-only, meaning the advisor's income comes entirely from client-paid fees.
ASCENSUS INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$13.0B
Minimum--
Clients10
BARCA CAPITAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$324M
Minimum--
Clients2
CASTANEA PARTNERS INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$246M
Minimum--
Clients5
GROVESTREET
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.9B
Minimum--
Clients45
PROFICIO CAPITAL PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.0B
Minimum--
Clients1,302
TREMONT REALTY CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$763M
Minimum--
Clients2