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Top RIA Firms in Newtown, Pennsylvania
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Newtown, Pennsylvania. This hub covers 15 matching firms with $9.9B in total reported AUM and median AUM of $491.7M.
Firms
15
Matching current profiles
Total AUM
$9.9B
Reported regulatory AUM
Median AUM
$491.7M
Across firms with AUM
Largest firm
$2.5B
Main Street Financial Solutions, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Main Street Financial Solutions, LLC CRD 305834 · Limited Liability Company | NEWTOWN, PA | $2.5B Mar 2026 | +$13.4M+0.5% | +$932.5M+59.2% | +$1.1B+82.7% | +$1.6B+177.9% | 0 employees+0.0% over 3Y | +422 accounts+7.8% over 3Y |
| 2. Miravast Asset Management, LLC CRD 168582 · Limited Liability Company | NEWTOWN, PA | $1.4B Mar 2026 | +$221.6M+19.4% | +$542.7M+66.0% | +$741.7M+119.1% | +$1.3B+2264.6% | +3 employees+16.7% over 3Y | +4 accounts+80.0% over 3Y |
| 3. Mount Lucas Management LP CRD 108255 · Limited Partnership | NEWTOWN, PA | $1.3B Mar 2026 | +$182.9M+16.3% | +$85.9M+7.1% | -$27.7M-2.1% | -$191.5M-12.8% | +1 employees+7.1% over 3Y | -9 accounts-42.9% over 3Y |
| 4. Insight Advisors, LLC CRD 168057 · Limited Liability Company | NEWTOWN, PA | $785.6M May 2026 | +$73.3M+10.3% | +$211.7M+36.9% | +$194.9M+33.0% | — | +2 employees+10.0% over 3Y | +351 accounts+16.4% over 3Y |
| 5. Jmac Enterprises LLC CRD 312710 · Limited Liability Company | NEWTOWN, PA | $722.4M May 2026 | -$196.4M-21.4% | -$131.6M-15.4% | — | — | 0 employees+0.0% over 3Y | -931 accounts-83.6% over 3Y |
| 6. Towercrest Capital Management, LLC CRD 152069 · Limited Liability Company | NEWTOWN, PA | $717.6M Mar 2026 | +$84.6M+13.4% | +$110.8M+18.3% | +$256.4M+55.6% | +$608.3M+556.3% | 0 employees+0.0% over 3Y | +220 accounts+17.7% over 3Y |
| 7. Pw Nova Financial Services LLC CRD 333595 · Limited Liability Company | NEWTOWN, PA | $654.3M Apr 2026 | +$346.4M+112.5% | — | — | — | +3 employees+100.0% over 1Y | +1,144 accounts+201.1% over 1Y |
| 8. Brick & Kyle Associates INC CRD 107771 · Corporation | NEWTOWN, PA | $491.7M Apr 2026 | +$94.0M+23.6% | +$115.0M+30.5% | +$239.1M+94.7% | +$344.7M+234.5% | -1 employees-14.3% over 3Y | +3 accounts+0.7% over 3Y |
| 9. Innova Wealth Partners, LLC CRD 168500 · Limited Liability Company | NEWTOWN, PA | $288.2M Feb 2026 | +$60.0M+26.3% | +$110.7M+62.4% | +$153.5M+114.0% | — | +1 employees+20.0% over 3Y | -426 accounts-45.0% over 3Y |
| 10. 46 Peaks Investment Advisory Group CRD 306902 · Limited Liability Company | NEWTOWN, PA | $272.1M Apr 2026 | +$59.8M+28.2% | +$84.2M+44.8% | +$108.2M+66.0% | — | +1 employees+25.0% over 3Y | +56 accounts+14.4% over 3Y |
| 11. Crossgate Wealth Advisors, LLC CRD 121856 · Limited Liability Company | NEWTOWN, PA | $271.9M Mar 2026 | +$35.7M+15.1% | +$85.8M+46.1% | +$110.6M+68.6% | +$215.7M+384.2% | 0 employees+0.0% over 3Y | +17 accounts+2.3% over 3Y |
| 12. Mount Lucas Index Advisers LLC CRD 310820 · Limited Liability Company | NEWTOWN, PA | $170.3M Mar 2026 | -$164.0M-49.1% | -$91.1M-34.9% | +$143.9M+545.7% | +$143.9M+545.7% | — | 0 accounts+0.0% over 3Y |
| 13. Ethos Capital Management, INC. CRD 313145 · Corporation | NEWTOWN, PA | $155.4M Apr 2026 | +$26.2M+20.3% | — | — | +$26.2M+20.3% | +1 employees+33.3% over 1Y | +34 accounts+7.9% over 1Y |
| 14. Vericrest Private Wealth, LLC CRD 311111 · Limited Liability Company | NEWTOWN, PA | $137.8M Mar 2026 | +$10.6M+8.3% | +$16.7M+13.8% | +$36.6M+36.1% | — | 0 employees+0.0% over 3Y | +293 accounts+271.3% over 3Y |
| 15. Precidian Funds LLC CRD 156974 · Limited Liability Company | NEWTOWN, PA | $17.0M Jan 2026 | +$15.5M+1033.3% | +$17.0M+169999900.0% | +$17.0M+169999900.0% | -$147.0M-89.6% | 0 employees+0.0% over 3Y | +10 accounts+1000.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.