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Top 4 financial advisor firms in Newtown Square

4 SEC-registered financial advisor firms are headquartered in Newtown Square, PA, with $4.56B in combined regulatory assets under management. The largest by assets are NewSquare Capital ($2.39B), Strid Group ($1.08B) and Almanack Investment Partners ($946M).

4
Financial advisor firms
$4.56B
Their combined AUM
$1.01B
Median firm AUM
3,106
Clients of the top 4

The 4 largest by assets

  1. 1
    NewSquare Capital

    RIA

    $2.39B

  2. 2
    Strid Group

    RIA

    $1.08B

  3. 3
    Almanack Investment Partners

    RIA

    $946M

  4. 4
    Lynch Investment Planning

    RIA

    $143M

Profiles of the top 4

No. 1 · RIA

NewSquare Capital

NewSquare Capital is an investment adviser based in Newtown Square, PA, registered with the SEC since 2010. 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 $2.39 billion, as filed on 6 February 2026.

NewSquare Capital charges up to 1.75% for its Wrap Fee Program. The brochure does not state whether the rate is annual.

Regulatory AUM
$2.39B
Clients
2,196
Advisory staff
6
Founded
2010
Fee schedule
Up to 1.75%
Headquarters
16 Campus Boulevard, Suite 100, Newtown Square, PA 19073-3229
Phone
610-325-6117
Website
newsquarecapital.com

No. 2 · RIA

Strid Group

Strid Group is an investment adviser based in Newtown Square, PA, registered with the SEC since 2014. 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 $1.08 billion, as filed on 20 March 2026.

Strid Group charges up to 1.50% a year for its Investment Management.

Regulatory AUM
$1.08B
Clients
344
Advisory staff
9
Fee schedule
Up to 1.50% a year
Custodians
Charles Schwab
Headquarters
3803 West Chester Pike, Suite 225, Newtown Square, PA 19073
Phone
610-994-9190
Website
concentus.com

No. 3 · RIA

Almanack Investment Partners

Almanack Investment Partners is an investment adviser based in Newtown Square, PA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $946 million, as filed on 27 July 2026.

Almanack Investment Partners charges 0.05%–2.50% a year for its Investment Advisory Services.

Regulatory AUM
$946M
Clients
426
Advisory staff
13
Fee schedule
0.05% to 2.50% a year
Custodians
Charles Schwab, Fidelity
Headquarters
3803 West Chester Pike, Suite 110, Newtown Square, PA 19073
Phone
484-580-2277
Website
almanackip.com

No. 4 · RIA

Lynch Investment Planning

Lynch Investment Planning is an investment adviser based in Newtown Square, PA, registered with the SEC since 2026. 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 $143 million, as filed on 19 May 2026.

Lynch Investment Planning charges 0.50%–1.25% a year for its Investment Management.

Regulatory AUM
$143M
Clients
140
Advisory staff
3
Fee schedule
0.50% to 1.25% a year
Custodians
Charles Schwab
Headquarters
2 Campus Boulevard, Suite 106, Newtown Square, PA 19073
Phone
484-472-8956
Website
lynchip.com

Questions about financial advisors in Newtown Square

How many financial advisor firms are headquartered in Newtown Square?

4 SEC-registered financial advisor firms report their principal office in Newtown Square, PA, managing $4.56B in regulatory assets between them. The other 8 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 Square?

NewSquare Capital, with $2.39B in regulatory assets under management on its latest Form ADV. The next largest are Strid Group ($1.08B) and Almanack Investment Partners ($946M).

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

How large is a typical financial advisor firm in Newtown Square?

The median firm manages $1.01B in regulatory assets. That is the midpoint of the 4 firms headquartered in Newtown Square.

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

How much do financial advisors in Newtown Square charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.50% 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 Square?

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

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