Top 10 financial advisor firms in Newtown

10 SEC-registered financial advisor firms are headquartered in Newtown, PA, with $6.29B in combined regulatory assets under management. The largest by assets are Main Street Financial Solutions ($2.51B), Insight Advisors ($786M) and JMAC Enterprises ($722M).

10
Financial advisor firms: $6.29B
Their combined AUM: $390M
Median firm AUM: 5,482
Clients of the top 10

The 10 largest by assets

1
Main Street Financial Solutions
RIA
$2.51B
Up to 2.00% a year
2
Insight Advisors
RIA
$786M
Up to 1.50% a year
3
JMAC Enterprises
RIA
$722M
Up to 1.50% a year
4
PW Nova Financial Services
RIA
$654M
Up to 2.00% a year
5
Brick & Kyle Associates
RIA
$492M
Regulatory AUM
6
Innova Wealth Partners
RIA
$288M
Up to 2.00% a year
7
46 Peaks
RIA
$272M
0.35% to 1.15% a year
8
Crossgate Wealth Advisors
RIA
$272M
0.20% to 1.00% a year
9
Ethos Capital Management
RIA
$155M
Regulatory AUM
10
Vericrest Private Wealth
RIA
$138M
0.85% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Main Street Financial Solutions

Main Street Financial Solutions is an investment adviser based in Newtown, PA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.51 billion, as filed on 10 August 2026.

Main Street Financial Solutions charges up to 2.00% a year for its Investment Management Fees.

Regulatory AUM: $2.51B
Clients: 2,111
Advisory staff: 35
Founded: 2002
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 104 Pheasant Run, Suite 103, Newtown, PA 18940
Phone: 215-259-5021
Website: msfsolutions.com

No. 2 · RIA

Insight Advisors

Insight Advisors is an investment adviser based in Newtown, PA, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $786 million, as filed on 11 May 2026.

Insight Advisors charges up to 1.50% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $786M
Clients: 899
Advisory staff: 16
Founded: 2013
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 10 N. State Street, Newtown, PA 18940
Phone: 215-550-6011
Website: myinsightadvisors.com

No. 3 · RIA

JMAC Enterprises

JMAC Enterprises is an investment adviser based in Newtown, PA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $722 million, as filed on 6 May 2026.

JMAC Enterprises charges up to 1.50% a year for its Wealth Management Services.

Regulatory AUM: $722M
Clients: 183
Advisory staff: 3
Founded: 2017
Fee schedule: Up to 1.50% a year
Custodians: Trade-PMR, Fidelity
Headquarters: 201 South State St, Suite 2a, Newtown, PA 18940
Phone: 267-753-7066
Website: brickhousestrategicwealth.com

No. 4 · RIA

PW Nova Financial Services

PW Nova Financial Services is an investment adviser based in Newtown, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $654 million, as filed on 17 April 2026.

PW Nova Financial Services charges up to 2.00% a year for its Wealth Management and Pension Consulting Services.

Regulatory AUM: $654M
Clients: 733
Advisory staff: 6
Founded: 2024
Fee schedule: Up to 2.00% a year
Custodians: Trade-PMR, Charles Schwab
Headquarters: 201 South State St., Suite 1a, Newtown, PA 18940
Phone: 267-753-7065

No. 5 · RIA

Brick & Kyle Associates

Brick & Kyle Associates is an investment adviser based in Newtown, PA, registered with the SEC since 1998. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $492 million, as filed on 6 April 2026.

Regulatory AUM: $492M
Clients: 427
Advisory staff: 3
Founded: 1984
Headquarters: 905 MT Eyre RD, Newtown, PA 18940
Phone: 215-493-8787
Website: brick-kyle.com

No. 6 · RIA

Innova Wealth Partners

Innova Wealth Partners is an investment adviser based in Newtown, PA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $288 million, as filed on 24 September 2026.

Innova Wealth Partners charges up to 2.00% a year for its Investment Supervisory Services.

Regulatory AUM: $288M
Clients: 521
Advisory staff: 6
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 12 Terry Drive, Suite 203, Newtown, PA 18940
Phone: 888-270-1574
Website: myinnovawealth.com

No. 7 · RIA

46 Peaks

46 Peaks is an investment adviser based in Newtown, PA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $272 million, as filed on 20 April 2026.

46 Peaks charges 0.35%–1.15% a year for its Portfolio Management Services.

Regulatory AUM: $272M
Clients: 135
Advisory staff: 3
Founded: 2019
Fee schedule: 0.35% to 1.15% a year
Custodians: Charles Schwab
Headquarters: 760 Newtown Yardley Road, Suite 114, Newtown, PA 18940
Phone: 215-497-8310
Website: 46peaks.com

No. 8 · RIA

Crossgate Wealth Advisors

Crossgate Wealth Advisors is an investment adviser based in Newtown, PA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $272 million, as filed on 11 March 2026.

Crossgate Wealth Advisors charges 0.20%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $272M
Clients: 183
Advisory staff: 3
Founded: 2001
Fee schedule: 0.20% to 1.00% a year
Custodians: Fidelity
Headquarters: 125 Pheasant Run, Suite 100, Newtown, PA 18940
Phone: 215-860-2234

No. 9 · RIA

Ethos Capital Management

Ethos Capital Management is an investment adviser based in Newtown, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $155 million, as filed on 16 April 2026.

Regulatory AUM: $155M
Clients: 181
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 626 South State Street, Newtown, PA 18940
Phone: 215-968-1820
Website: ethoscapitalmgt.com

No. 10 · RIA

Vericrest Private Wealth

Vericrest Private Wealth is an investment adviser based in Newtown, PA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $138 million, as filed on 25 March 2026.

Vericrest Private Wealth charges 0.85%–1.25% a year for its Investment Management.

Regulatory AUM: $138M
Clients: 109
Advisory staff: 1
Fee schedule: 0.85% to 1.25% a year
Minimum account: $1,000,000
Custodians: Fidelity, Charles Schwab
Headquarters: 41 University Drive, Suite 400, Newtown, PA 18940
Phone: 18889026366
Website: vericrestprivatewealth.com

Questions about financial advisors in Newtown

How many financial advisor firms are headquartered in Newtown?

10 SEC-registered financial advisor firms report their principal office in Newtown, PA, managing $6.29B in regulatory assets between them. The other 4 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Newtown?

Main Street Financial Solutions, with $2.51B in regulatory assets under management on its latest Form ADV. The next largest are Insight Advisors ($786M) and JMAC Enterprises ($722M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Newtown?

The median firm manages $390M in regulatory assets. That is the midpoint of the 10 firms headquartered in Newtown.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Newtown charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Newtown?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Newtown has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Newtown

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