Financial advisers in Newtown, PA
15 registered investment adviser firms in Newtown managing $9.9B in assets, based on public SEC Form ADV filings.
Main Street Financial Solutions, LLC
Newtown, PA · Est. 2020
- AUM
- $2.5B
- Per adviser
- $72M
- Advisers
- 35
No reported disclosures
Miravast Asset Management, LLC
Newtown, PA · Est. 2014
- AUM
- $1.4B
- Per adviser
- $91M
- Advisers
- 15
No reported disclosures
Mount Lucas Management LP
Newtown, PA · Est. 1986
- AUM
- $1.3B
- Per adviser
- $261M
- Advisers
- 5
No reported disclosures
Insight Advisors, LLC
Newtown, PA · Est. 2013
- AUM
- $786M
- Per adviser
- $49M
- Advisers
- 16
No reported disclosures
Jmac Enterprises LLC
Newtown, PA · Est. 2021
- AUM
- $722M
- Per adviser
- $241M
- Advisers
- 3
No reported disclosures
Towercrest Capital Management, LLC
Newtown, PA · Est. 2015
- AUM
- $718M
- Per adviser
- $718M
- Advisers
- 1
No reported disclosures
Pw Nova Financial Services LLC
Newtown, PA · Est. 2024
- AUM
- $654M
- Per adviser
- $109M
- Advisers
- 6
No reported disclosures
Brick & Kyle Associates INC
Newtown, PA · Est. 1998
- AUM
- $492M
- Per adviser
- $164M
- Advisers
- 3
No reported disclosures
Innova Wealth Partners, LLC
Newtown, PA · Est. 2020
- AUM
- $288M
- Per adviser
- $48M
- Advisers
- 6
No reported disclosures
46 Peaks Investment Advisory Group
Newtown, PA · Est. 2020
- AUM
- $272M
- Per adviser
- $91M
- Advisers
- 3
No reported disclosures
Crossgate Wealth Advisors, LLC
Newtown, PA · Est. 2014
- AUM
- $272M
- Per adviser
- $91M
- Advisers
- 3
No reported disclosures
Mount Lucas Index Advisers LLC
Newtown, PA · Est. 2020
- AUM
- $170M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Ethos Capital Management, INC.
Newtown, PA · Est. 2025
- AUM
- $155M
- Per adviser
- $39M
- Advisers
- 4
Vericrest Private Wealth, LLC
Newtown, PA · Est. 2020
- AUM
- $138M
- Per adviser
- $138M
- Advisers
- 1
No reported disclosures
Precidian Funds LLC
Newtown, PA · Est. 2024
- AUM
- $17M
- Per adviser
- $6M
- Advisers
- 3
No reported disclosures