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Top Financial Advisors in Newton, MA

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SmartAsset.com maintains strict editorial integrity. This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, in which SmartAsset is compensated for lead referrals, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Newton, Massachusetts

Finding the right financial advisor to help you manage your money can be tricky. If you're looking for an advisor in Newton, Massachusetts, this list of the town's top financial advisor firms can greatly simplify your search. Below, you’ll find Newton's firms listed in order of the amount of assets each manages, with information detailing their account minimums, fee structures, typical clients, investment strategies and more. SmartAsset has also developed a free financial advisor matching tool that can pair you with up to three financial advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 RWA Wealth Partners RWA Wealth Partners logo Find an Advisor

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 $17,255,241,142 $500,000
  • Investment management
  • Financial planning
  • Tax planning
  • Retirement planning

Minimum Assets

$500,000

Financial Services

  • Investment management
  • Financial planning
  • Tax planning
  • Retirement planning

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What We Use in Our Methodology

To find the top financial advisors in Newton, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.

RWA Wealth Partners

RWA Wealth Partners
Find an Advisor

RWA Wealth Partners is a fee-only firm that works with both high-net-worth and non-high-net-worth individuals, as well as pension and profit sharing plans, charities, state or municipal governments, and businesses.

The firm typically requires a minimum account size of $500,000. Clients can meet this requirement by combining multiple accounts. The firm may also waive the minimum.

RWA offers clients a number of services, including investment management, financial planning, tax planning and retirement planning.

The firm focuses on asset allocation to drive long-term returns and manage risk. RWA adjusts portfolios based on client needs and when market conditions change.

As with other firms, RWA bases investment decisions on client goals, risk tolerance, and constraints.

Clients can get diversified exposure through mutual funds, ETFs, individual securities and private investment funds.

Financial Advisors Near You

Looking for a financial advisor in a nearby city? Here are some other lists of top financial advisors in the area: 

Or check out our in-depth reviews of these financial advisors in the area:

Want to see even more options? Use our free financial advisor matching tool to get connected with advisors who serve your area:

More from SmartAsset

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research

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