The Gold Standard Directory

The best financial advisors in Newton, MA

B
#1GOLD STANDARD PICK
Balance Wealth Advisors
Financial advisors, Newton, MA
5.0 stars144 reviews
IInsight Financial Strategists LLC logo
#2
Insight Financial Strategists LLC
Financial advisors, Newton, MA
5.0 stars6 reviews
KKaplan Financial Services logo
#3
Kaplan Financial Services
Financial advisors, Newton, MA
5.0 stars6 reviews
LLightship Wealth Strategies, Inc. logo
#4
Lightship Wealth Strategies, Inc.
Financial advisors, Newton, MA
5.0 stars4 reviews
T
#5
TGA Capital Management
Financial advisors, Newton, MA
5.0 stars3 reviews
G
#6
Gage Wealth Advisors
Financial advisors, Newton, MA
5.0 stars1 reviews
GGreen Century Funds logo
#7
Green Century Funds
Financial advisors, Newton, MA
4.3 stars4 reviews

How the order is set: in each area and niche, the highest Google rating among businesses with at least 25 Google reviews comes first, a tie goes to more reviews, and businesses with fewer reviews follow. The first card is the Gold Standard Pick. Ratings, reviews and contact details are from our own scan of the area. Nobody can pay for a place. Updated November 15, 2026.

The Gold Standard Directory by The Algo Vision.

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