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Find The Best Financial Advisors in Newtown, Pennsylvania

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Newtown, Pennsylvania

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Newtown, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and non-vetted financial advisors in Newtown, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Newtown, Pennsylvania have an average of 23 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Newtown, Pennsylvania

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Michael Scavullo

Solebury Investment Group, Llc.

215-794-3393

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Barbara Rowens

Barbara Rowens Financial

215-355-0989

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Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

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Peter Gellman

Palmerston Group Advisors, LLC

732-248-5777

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Andrew Rosen

Diversified, LLC

302-765-3500

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Jim Bernstein

QEX Asset Management

609-848-8408

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Frank Lepore

Bleakley Financial Group

973-244-4237

Top Financial Advisor Firms in Newtown, Pennsylvania (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
MAIN STREET FINANCIAL SOLUTIONS, LLC
503 E. Washington Avenue, Suite 1c
Newtown, PA, 18940
305834 $1,575,472,221 5424 A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES BASED ON ASSETS UNDER ADVISEMENT)
MOUNT LUCAS MANAGEMENT LP
405 South State Street,
Newtown, PA, 18940
108255 $1,217,600,000 21 A Percentage of AUM, Performance Based
MIRAVAST ASSET MANAGEMENT, LLC
405 South State St., 1st Floor
Newtown, PA, 18940
168582 $1,133,597,874 6 A Percentage of AUM, Fixed Fees, Performance Based
JMAC ENTERPRISES LLC
201 South State St, Suite 2a
Newtown, PA, 18940
312710 $854,010,643 1114 A Percentage of AUM, Fixed Fees
INSIGHT ADVISORS, LLC
10 N. State Street,
Newtown, PA, 18940
168057 $574,000,000 2136 A Percentage of AUM, Hourly charges, Fixed Fees
TOWERCREST CAPITAL MANAGEMENT, LLC
41 University Drive, Suite 400
Newtown, PA, 18940
152069 $510,454,352 1301 A Percentage of AUM, Hourly charges
CORDATUS WEALTH MANAGEMENT LLC
10 North State St, 1st Floor
Newtown, PA, 18940
282871 $398,208,551 841 A Percentage of AUM, Fixed Fees
BRICK & KYLE ASSOCIATES INC
905 Mt Eyre Rd,
Newtown, PA, 18940
107771 $347,113,222 392 A Percentage of AUM
MOUNT LUCAS INDEX ADVISERS LLC
405 South State Street,
Newtown, PA, 18940
310820 $261,425,874 1 A Percentage of AUM
PWA FINANCIAL
503 E Washington Ave., Suite 1b
Newtown, PA, 18940
165369 $205,700,997 889 A Percentage of AUM
46 PEAKS INVESTMENT ADVISORY GROUP
760 Newtown Yardley Road, Suite 114
Newtown, PA, 18940
306902 $187,974,393 389 A Percentage of AUM, Fixed Fees
INNOVA WEALTH PARTNERS, LLC
12 Terry Drive, Suite 203
Newtown, PA, 18940
168500 $163,420,000 1107 A Percentage of AUM, Fixed Fees
VERICREST PRIVATE WEALTH, LLC
41 University Drive, Suite 400
Newtown, PA, 18940
311111 $139,968,139 265 A Percentage of AUM
TWENTY ACRE CAPITAL LP
790 Newtown Yardley Road, Suite 425
Newtown, PA, 18940
306381 $123,400,689 4 A Percentage of AUM, Performance Based
VALMAR STRATEGIC WEALTH LLC
41 University Drive, Suite 400
Newtown, PA, 18940
328023 $0 0 A Percentage of AUM, Fixed Fees

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