Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Newton has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Newton, Massachusetts have an average of 25 years of experience.
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Jonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital
Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66
Minimum Assets Required
$25,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Based on Assets
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Josh Darwin
Regal Financial
Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65
Minimum Assets Required
$10,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Fee-Based
Michael MacLean
CFP®
Mercantile Private Wealth Management
Qualifications
CRD# 5457640
Firm CRD# 5457640
Series 7, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Commissions, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | RWA WEALTH PARTNERS 85 Wells Avenue, Suite 109 Newton, MA, 2459 | $14,717,593,971 | 20276 | 186 | A Percentage of AUM, Hourly charges, Other (MODEL PROVIDER FEE) |
2 | ASCENSUS INVESTMENT ADVISORS, LLC 95 Wells Avenue, Suite 160 Newton, MA, 2459 | $8,481,660,990 | 27 | 46 | A Percentage of AUM, Other (PERCENTAGE OF QUALIFIED TUITION/SFRP PROGRAM MANAGEMENT FEE) |
3 | GROVESTREET 2221 Washington Street, Building 1, Suite 201 Newton, MA, 2462 | $6,952,232,336 | 44 | 37 | Fixed Fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST) |
4 | PROFICIO CAPITAL PARTNERS LLC 300 Washington Street Ste 951, One Gateway Center Newton, MA, 02458-1655 | $3,310,160,575 | 913 | 16 | A Percentage of AUM, Fixed Fees, Performance Based |
5 | REDWOOD INVESTMENTS, LLC One Gateway Center, Suite 802, Suite 802 Newton, MA, 2458 | $1,364,086,057 | 232 | 14 | A Percentage of AUM |
6 | TREMONT REALTY CAPITAL LLC 255 Washington Street, Suite 300 Newton, MA, 02458-1634 | $775,275,594 | 2 | 34 | Performance Based, Other (A PERCENTAGE OF THE EQUITY OF A CLIENT) |
7 | CASTANEA PARTNERS INC. Three Newton Executive Park Ste 304, Newton, MA, 2462 | $715,000,000 | 6 | 8 | A Percentage of AUM, Other (CARRIED INTEREST) |
8 | FINANCIAL PLANNING SOLUTIONS, LLC 134 Rumford Ave, Suite 203 Newton, MA, 2466 | $258,379,739 | 1129 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | BARCA CAPITAL, LLC 275 Grove Street, Suite 2-400 Newton, MA, 2466 | $204,518,520 | 2 | 3 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 156984
Assets Under Management $14,717,593,971
No. Of Clients20276
Clients Per Financial Advisor109
RWA WEALTH PARTNERS is a financial advisory firm situated in Newton, Massachusetts. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20276 clients. The team consists of 186 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 120632
Assets Under Management $8,481,660,990
No. Of Clients27
Clients Per Financial Advisor1
ASCENSUS INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111497
Assets Under Management $6,952,232,336
No. Of Clients44
Clients Per Financial Advisor1
GROVESTREET is a financial advisory firm situated in Newton, Massachusetts. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 44 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 269931
Assets Under Management $3,310,160,575
No. Of Clients913
Clients Per Financial Advisor57
PROFICIO CAPITAL PARTNERS LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 913 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 133028
Assets Under Management $1,364,086,057
No. Of Clients232
Clients Per Financial Advisor17
REDWOOD INVESTMENTS, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 232 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283569
Assets Under Management $775,275,594
No. Of Clients2
Clients Per Financial Advisor0
TREMONT REALTY CAPITAL LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $775M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160229
Assets Under Management $715,000,000
No. Of Clients6
Clients Per Financial Advisor1
CASTANEA PARTNERS INC. is a financial advisory firm situated in Newton, Massachusetts. With a nearly $715M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168211
Assets Under Management $258,379,739
No. Of Clients1129
Clients Per Financial Advisor226
FINANCIAL PLANNING SOLUTIONS, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1129 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 263786
Assets Under Management $204,518,520
No. Of Clients2
Clients Per Financial Advisor1
BARCA CAPITAL, LLC is a financial advisory firm situated in Newton, Massachusetts. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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