Financial advisers in Newtown Square, PA
13 registered investment adviser firms in Newtown Square managing $58.7B in assets, based on public SEC Form ADV filings.
Etf Architect
Newtown Square, PA · Est. 2014
- AUM
- $29.7B
- Per adviser
- $5.0B
- Advisers
- 6
No reported disclosures
Alpha Architect
Newtown Square, PA · Est. 2010
- AUM
- $13.5B
- Per adviser
- $2.7B
- Advisers
- 5
No reported disclosures
Graham Partners, LLC
Newtown Square, PA · Est. 2012
- AUM
- $5.0B
- Per adviser
- $62M
- Advisers
- 81
No reported disclosures
Logan Capital Management, INC.
Newtown Square, PA · Est. 1994
- AUM
- $3.1B
- Per adviser
- $206M
- Advisers
- 15
No reported disclosures
Newsquare Capital, LLC
Newtown Square, PA · Est. 2010
- AUM
- $2.4B
- Per adviser
- $399M
- Advisers
- 6
No reported disclosures
Equus Capital Partners, Ltd.
Newtown Square, PA · Est. 2011
- AUM
- $1.7B
- Per adviser
- $40M
- Advisers
- 43
No reported disclosures
Concentus Wealth Advisors
Newtown Square, PA · Est. 2014
- AUM
- $1.1B
- Per adviser
- $120M
- Advisers
- 9
No reported disclosures
Almanack Investment Partners
Newtown Square, PA · Est. 2016
- AUM
- $946M
- Per adviser
- $73M
- Advisers
- 13
No reported disclosures
Archean Capital Partners II, L.L.C.
Newtown Square, PA · Est. 2018
- AUM
- $528M
- Per adviser
- $75M
- Advisers
- 7
No reported disclosures
Cambrian Capital Management, L.L.C.
Newtown Square, PA · Est. 2023
- AUM
- $344M
- Per adviser
- $69M
- Advisers
- 5
No reported disclosures
Gadsden
Newtown Square, PA · Est. 2018
- AUM
- $162M
- Per adviser
- $162M
- Advisers
- 1
No reported disclosures
Lynch Investment Planning, LLC
Newtown Square, PA · Est. 2026
- AUM
- $143M
- Per adviser
- $48M
- Advisers
- 3
No reported disclosures
Up Fintech Asset Management
Newtown Square, PA · Est. 2018
- AUM
- $2M
- Per adviser
- $750,000
- Advisers
- 2
No reported disclosures