Firms by city
Registered investment advisers in Newtown, PA
14 SEC-registered advisers headquartered in Newtown, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
14 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Main Street Financial Solutions | Newtown, PA | $2.51B |
| Miravast Asset Management | Newtown, PA | $1.36B |
| Mount Lucas Management | Newtown, PA | $1.3B |
| Insight Advisors | Newtown, PA | $786M |
| JMAC Enterprises | Newtown, PA | $722M |
| Towercrest Capital Management | Newtown, PA | $718M |
| PW Nova Financial Services | Newtown, PA | $654M |
| Brick & Kyle Associates | Newtown, PA | $492M |
| Innova Wealth Partners | Newtown, PA | $288M |
| 46 Peaks | Newtown, PA | $272M |
| Crossgate Wealth Advisors | Newtown, PA | $272M |
| Mount Lucas Index Advisers | Newtown, PA | $170M |
| Ethos Capital Management | Newtown, PA | $155M |
| Vericrest Private Wealth | Newtown, PA | $138M |
- Headquarters
- Newtown, PA
- Regulatory AUM
- $2.51B
- Headquarters
- Newtown, PA
- Regulatory AUM
- $1.36B
- Headquarters
- Newtown, PA
- Regulatory AUM
- $1.3B
- Headquarters
- Newtown, PA
- Regulatory AUM
- $786M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $722M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $718M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $654M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $492M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $288M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $272M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $272M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $170M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $155M
- Headquarters
- Newtown, PA
- Regulatory AUM
- $138M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Newtown on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.