Investment adviser firms in NEWTOWN, Pennsylvania
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
15 firms · Source months shown: August 2026
- 46 PEAKS LLCCRD 306902 · NEWTOWN, PA$272,139,518.00Regulatory AUM · August 2026
- BRICK & KYLE ASSOCIATES INCCRD 107771 · NEWTOWN, PA$491,727,277.00Regulatory AUM · August 2026
- CROSSGATE WEALTH ADVISORS, LLCCRD 121856 · NEWTOWN, PA$271,873,742.00Regulatory AUM · August 2026
- ETHOS CAPITAL MANAGEMENT, INC.CRD 313145 · NEWTOWN, PA$155,381,974.00Regulatory AUM · August 2026
- INNOVA WEALTH PARTNERS, LLCCRD 168500 · NEWTOWN, PA$288,186,234.00Regulatory AUM · August 2026
- INSIGHT ADVISORS, LLCCRD 168057 · NEWTOWN, PA$785,650,000.00Regulatory AUM · August 2026
- JMAC ENTERPRISES LLCCRD 312710 · NEWTOWN, PA$722,428,889.00Regulatory AUM · August 2026
- MAIN STREET FINANCIAL SOLUTIONS, LLCCRD 305834 · NEWTOWN, PA$2,508,000,000.00Regulatory AUM · August 2026
- MIRAVAST ASSET MANAGEMENT, LLCCRD 168582 · NEWTOWN, PA$1,364,394,378.00Regulatory AUM · August 2026
- MOUNT LUCAS INDEX ADVISERS LLCCRD 310820 · NEWTOWN, PA$170,299,594.00Regulatory AUM · August 2026
- MOUNT LUCAS MANAGEMENT LPCRD 108255 · NEWTOWN, PA$1,303,500,000.00Regulatory AUM · August 2026
- PRECIDIAN FUNDS LLCCRD 156974 · NEWTOWN, PA$17,000,000.00Regulatory AUM · August 2026
- PW NOVA FINANCIAL SERVICES LLCCRD 333595 · NEWTOWN, PA$654,328,582.00Regulatory AUM · August 2026
- TOWERCREST CAPITAL MANAGEMENT, LLCCRD 152069 · NEWTOWN, PA$717,601,381.00Regulatory AUM · August 2026
- VERICREST PRIVATE WEALTH, LLCCRD 311111 · NEWTOWN, PA$137,811,340.00Regulatory AUM · August 2026