Falists

Massachusetts · 5 advisers

Financial Advisors in West Newton, Massachusetts

Looking for a financial advisor in West Newton, Massachusetts? Falists indexes 5 SEC-registered and state-registered investment advisers in West Newton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $628.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

4

Largest AUM

$628.0M

Financial planning

1

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth3Planning1Trusts2Retirement1Institutional1

Top advisors in West Newton

Ranked by AUM · Fees, team & specialties at a glance

View all 5 →

More cities in Massachusetts

Boston (512)Cambridge (66)Wellesley (29)Waltham (26)Newton (25)Needham (21)Braintree (19)Burlington (16)Hingham (14)Andover (13)Concord (11)Framingham (11)

Common questions

How many financial advisors are in West Newton, Massachusetts?
5 registered investment advisers are listed in our West Newton directory, sourced from public SEC filings.
What types of advisors are in West Newton?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in West Newton?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.