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RIAs in Newtown, Pennsylvania

Explore 16 RIAs headquartered in Newtown, with $10.5B in combined reported AUM.

RIAs16Headquartered here
Total AUM$10.5BReported regulatory AUM
Total Employees147Reported by these RIAs
% of Total State AUM0.0%% Of total State AUM Reported

All RIAs in Newtown

16 RIAs
Showing 1–16 of 16 RIAs

Main Street Financial Solutions, LLC

NEWTOWN, PA
Reported AUM$2.5B
Employees41
23.8% of city AUMView RIA ↗

Miravast Asset Management, LLC

NEWTOWN, PA
Reported AUM$1.4B
Employees21
13.0% of city AUMView RIA ↗

Mount Lucas Management LP

NEWTOWN, PA
Reported AUM$1.3B
Employees15
12.4% of city AUMView RIA ↗

Insight Advisors, LLC

NEWTOWN, PA
Reported AUM$785.7M
Employees22
7.5% of city AUMView RIA ↗

Jmac Enterprises LLC

NEWTOWN, PA
Reported AUM$722.4M
Employees5
6.9% of city AUMView RIA ↗

Towercrest Capital Management, LLC

NEWTOWN, PA
Reported AUM$717.6M
Employees1
6.8% of city AUMView RIA ↗

Bucks Capital Advisers

NEWTOWN, PA
Reported AUM$670.7M
Employees4
6.4% of city AUMView RIA ↗

Pw Nova Financial Services LLC

NEWTOWN, PA
Reported AUM$654.3M
Employees6
6.2% of city AUMView RIA ↗

Brick & Kyle Associates Inc

NEWTOWN, PA
Reported AUM$491.7M
Employees6
4.7% of city AUMView RIA ↗

Innova Wealth Partners, LLC

NEWTOWN, PA
Reported AUM$288.2M
Employees6
2.7% of city AUMView RIA ↗

46 Peaks Investment Advisory Group

NEWTOWN, PA
Reported AUM$272.1M
Employees5
2.6% of city AUMView RIA ↗

Crossgate Wealth Advisors, LLC

NEWTOWN, PA
Reported AUM$271.9M
Employees6
2.6% of city AUMView RIA ↗

Mount Lucas Index Advisers LLC

NEWTOWN, PA
Reported AUM$170.3M
Employees0
1.6% of city AUMView RIA ↗

Ethos Capital Management, Inc.

NEWTOWN, PA
Reported AUM$155.4M
Employees4
1.5% of city AUMView RIA ↗

Vericrest Private Wealth, LLC

NEWTOWN, PA
Reported AUM$137.8M
Employees2
1.3% of city AUMView RIA ↗

Precidian Funds LLC

NEWTOWN, PA
Reported AUM$17M
Employees3
0.2% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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