Financial advisers in Newtown Square, PA
11 registered investment adviser firms in Newtown Square managing $57.5B in assets, based on public SEC Form ADV filings.
Etf Architect
Newtown Square, PA · Est. 2014
Regional
- AUM
- $29.7B
- Per adviser
- $5.0B
- Advisers
- 6
No reported disclosures
Alpha Architect
Newtown Square, PA · Est. 2010
RegionalInternational
- AUM
- $13.5B
- Per adviser
- $2.7B
- Advisers
- 5
No reported disclosures
Graham Partners, LLC
Newtown Square, PA · Est. 2012
Regional
- AUM
- $4.9B
- Per adviser
- $57M
- Advisers
- 86
No reported disclosures
Logan Capital Management, INC.
Newtown Square, PA · Est. 1994
RegionalInternational
- AUM
- $3.1B
- Per adviser
- $206M
- Advisers
- 15
No reported disclosures
Newsquare Capital, LLC
Newtown Square, PA · Est. 2010
Regional
- AUM
- $2.4B
- Per adviser
- $399M
- Advisers
- 6
No reported disclosures
Equus Capital Partners, Ltd.
Newtown Square, PA · Est. 2011
Regional
- AUM
- $1.7B
- Per adviser
- $40M
- Advisers
- 43
No reported disclosures
Concentus Wealth Advisors
Newtown Square, PA · Est. 2014
LocalInternational
- AUM
- $1.1B
- Per adviser
- $120M
- Advisers
- 9
No reported disclosures
Archean Capital Partners II, L.L.C.
Newtown Square, PA · Est. 2018
Local
- AUM
- $528M
- Per adviser
- $75M
- Advisers
- 7
No reported disclosures
Cambrian Capital Management, L.L.C.
Newtown Square, PA · Est. 2023
Local
- AUM
- $344M
- Per adviser
- $69M
- Advisers
- 5
No reported disclosures
Lynch Investment Planning, LLC
Newtown Square, PA · Est. 2026
Local
- AUM
- $143M
- Per adviser
- $48M
- Advisers
- 3
No reported disclosures
Up Fintech Asset Management
Newtown Square, PA · Est. 2018
Local
- AUM
- $2M
- Per adviser
- $750,000
- Advisers
- 2
No reported disclosures