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Find The Best Financial Advisors in Newtown Square, 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 Square, Pennsylvania
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Newtown Square, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and non-vetted financial advisors in Newtown Square, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Newtown Square, 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 Square, Pennsylvania
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Top Financial Advisor Firms in Newtown Square, Pennsylvania (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| VERITABLE LP 6022 West Chester Pike, Newtown Square, PA, 19073 | 130758 | $16,533,192,757 | 3674 | A Percentage of AUM, Fixed Fees |
| LOGAN CAPITAL MANAGEMENT, INC. 3843 West Chester Pike, Suite 150 Newtown Square, PA, 19073 | 108893 | $2,250,178,689 | 1699 | A Percentage of AUM, Fixed Fees |
| GRAHAM PARTNERS, INC. 3811 West Chester Pike, Building 2, Suite 200 Newtown Square, PA, 19073-2325 | 157049 | $2,194,754,713 | 24 | A Percentage of AUM, Performance Based |
| EQUUS CAPITAL PARTNERS, LTD. Ellis Preserve, 3843 West Chester Pike Newtown Square, PA, 19073-2304 | 158719 | $1,828,451,000 | 10 | A Percentage of AUM, Performance Based |
| NEWSQUARE CAPITAL, LLC 16 Campus Boulevard, Suite 100 Newtown Square, PA, 19073-3229 | 152430 | $1,187,432,629 | 3230 | A Percentage of AUM, Fixed Fees, Other (SEPARATE ACCOUNT MANAGER) |
| INVERNESS GRAHAM INVESTMENTS, INC. 1275 Drummers Lane, Suite 300 Newtown Square, PA, 19073 | 157632 | $918,054,366 | 14 | A Percentage of AUM, Performance Based |
| CONCENTUS WEALTH ADVISORS 3803 West Chester Pike, Suite 225 Newtown Square, PA, 19073 | 170052 | $700,000,000 | 2232 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ARCHEAN CAPITAL PARTNERS II, L.L.C. Veritable Lp, 6022 West Chester Pike Newtown Square, PA, 19073 | 294346 | $527,831,000 | 3 | A Percentage of AUM, Performance Based, Other (REVENUE SHARE) |
| CAMBRIAN CAPITAL MANAGEMENT, L.L.C. 6022 West Chester Pike, Newtown Square, PA, 19073 | 324623 | $328,333,003 | 3 | A Percentage of AUM, Performance Based, Other (REVENUE SHARE) |
| UP FINTECH ASSET MANAGEMENT 18 Campus Boulevard, Suite 100 Newtown Square, PA, 19073 | 285915 | $12,884,509 | 18 | A Percentage of AUM |
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