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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 13 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 22 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
267-477-2018
Top Financial Advisor Firms in Newtown, Pennsylvania (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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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