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Best Financial Advisors near West Newton, Massachusetts


To help Americans find the best financial advisors in West Newton, Massachusetts, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in West Newton, Massachusetts.


1. Ballentine Partners
   (781) 314-1300
230 Third Avenue, Suite 6. Waltham, MA

Ballentine Partners, registered in 2010, manages $7.9 billion for 231 clients.

2. Fiduciary Investment Advisors
   (866) 466-9412
Wellesley Office Park 20 William Street, Suite 165, Wellesley, Massachusetts

Fiduciary Investment Advisors, registered in 2006, manages $5.0 billion for 224 clients.

3. Sensible Financial Planning and Management
   (781) 642-0890
203 Crescent Street, Suite 404. Waltham, MA

Sensible Financial Planning and Management, registered in 2005, manages $535.8 million for 266 clients.

4. The Relaxing Retirement Coach
   (781) 235-7550
Wellesley Office Park, 80 William Street, Suite 260. Wellesley, MA

The Relaxing Retirement Coach, registered in 2008, manages $417.5 million for 270 clients.

5. Aevitas Wealth Management
   (781) 239-1180
Multiple Locations

Aevitas Wealth Management, registered in 2007, manages $465.6 million for 423 clients.

6. EPG Incorporated
   (781) 235-2666
60 William Street Wellesley, MA

EPG Incorporated, registered in 1996, manages $2.6 billion for 68 clients.

7. Beaumont Financial Partners
   (781) 400-2800
250 1st Avenue, Suite 101. Needham, MA

Beaumont Financial Partners, registered in 2000, manages $2.2 billion for 1,234 clients.

8. F L Putnam Investment Management Co.
   (800) 344-3435
20 William Street, Suite G40 Wellesley, MA

F L Putnam Investment Management Co., registered in 1984, manages $2.8 billion for 1,145 clients.

9. Fairfield Financial Advisors
   (781) 431-1119
The Wellesley Office Park, 20 William Street, Ste 260. Wellesley, MA

Fairfield Financial Advisors, registered in 1993, manages $214.3 million for 177 clients.

10. Redwood Investments
   (617) 467-3000
One Gateway Center, Suite 802, Suite 802. Newton, MA

Redwood Investments, registered in 2004, manages $2.0 billion for 178 clients.

11. Geller & Lehmann
   (617) 419-1049
775 Commonwealth Avenue, Newton Centre, Massachusetts

Geller & Lehmann, registered in 2012, manages $155.7 million for 57 clients.

12. Windrose Advisors
   (617) 421-1750
Watermill Center, 800 South Street, Suite 600. Waltham, MA

Windrose Advisors, registered in 2009, manages $1.8 billion for 79 clients.

13. Castanea Partners
   (617) 630-2400
Three Newton Executive Park Ste 304 Newton, MA

Castanea Partners, registered in 2012, manages $984.0 million for 6 clients.

14. New England Private Wealth Advisors
   (781) 416-1700
36 Washington Street, Suite 280 Wellesley, MA

New England Private Wealth Advisors, registered in 2005, manages $2.1 billion for 307 clients.

15. Retirement Wealth Advisors
   (617) 630-8787
189 Wells Ave., Newton, Massachusetts

Retirement Wealth Advisors, registered in 2007, manages $2.0 billion for 19,411 clients.

16. Montis Financial
   (781) 541-5057
230 Third Avenue, Third Floor. Waltham, MA

Montis Financial, registered in 2012, manages $613.4 million for 250 clients.

17. Copeland Capital Management
   (781) 431-6123
62 Walnut St, 3rd Floor, Wellesley, Massachusetts

Copeland Capital Management, registered in 2007, manages $2.4 billion for 1,719 clients.

18. AAFCPAs Wealth Management
   (617) 205-9100
Multiple Locations

AAFCPAs Wealth Management, registered in 2012, manages $300.8 million for 172 clients.

19. Savvi Financial
   (781) 583-7011
465 Waverley Oaks RD, Ste 315. Waltham, MA

Savvi Financial, registered in 2013, manages $13.5 million for 81 clients.

20. Savvi Financial
   (781) 583-7011
Multiple Locations

Savvi Financial, registered in 2013, manages $13.5 million for 81 clients.



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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Top Cities for Massachusetts


Arlington Heights, Massachusetts Arlington, Massachusetts Belmont, Massachusetts New Town, Massachusetts Nonantum, Massachusetts North Waltham, Massachusetts Waltham, Massachusetts Watertown, Massachusetts Waverley, Massachusetts West Newton, Massachusetts

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