City
Wealth management firms in Newton, Massachusetts
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Newton, Massachusetts reported $1.3 billion in regulatory assets under management; the largest by assets was Mayport Wealth Management, with $694.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $83.4 million
- SEC-registered, of those listed
- 3 of 16 (18.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Mayport Wealth Management | SEC | $694.9 million | 756 |
| 2 | Paragon Financial Advisors | State | $113.0 million | 319 |
| 3 | Renaissance Wealth Advisors, LLC | SEC | $109.9 million | 459 |
| 4 | Triple Summit Advisors, LLC | SEC | $108.5 million | 412 |
| 5 | Brock Hill Wealth Management | State | $87.0 million | 175 |
| 6 | Thurston Hall Investment Research, LLC | State | $78.0 million | 138 |
| 7 | Ridley Cove Financial Advisors LLC | State | $41.2 million | 221 |
| 8 | Dorfman Value Investments LLC | State | $35.3 million | 69 |
| 9 | Insight Financial Strategists | State | $27.8 million | 84 |
| 10 | Parkstone Investments, LLC | State | $24.0 million | 14 |
| 11 | Balanstone, LLC | State | $10.8 million | 9 |
| 12 | Ess Capital Services | State | $3.2 million | 2 |
| 13 | Emma Research LLC | State | $0 | 0 |
| 14 | Philip J. Sagan Financial Consulting, Inc. | State | $0 | 0 |
| 15 | Takayoshi Wealth Management LLC | State | $0 | 0 |
| 16 | Wellesley Hills Capital Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
Wealth management firms in Massachusetts, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.