Rialytix insights

Largest RIA Firms in Newtown Square, Pennsylvania by AUM

Explore registered investment advisers headquartered in Newtown Square, Pennsylvania, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 12 firms with $58.7B in total reported AUM and median AUM of $1.4B.

Firms

Matching current profiles

Total AUM

$58.7B

Reported regulatory AUM

Median AUM

$1.4B

Across firms with AUM

Largest firm

$29.7B

ETF Architect

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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. ETF Architect CRD 171412 · Limited Liability Company	NEWTOWN SQUARE, PA	$29.7B Mar 2026	+$20.6B+224.5%	+$28.5B+2329.7%	+$28.7B+2803.0%	+$29.7B+74817.5%	+35 employees+388.9% over 3Y	+221 accounts+22100.0% over 3Y
2. Alpha Architect CRD 153905 · Limited Liability Company	NEWTOWN SQUARE, PA	$13.5B Aug 2026	+$6.2B+85.6%	+$13.0B+2696.4%	+$13.0B+2635.3%	+$13.4B+13362.3%	-7 employees-36.8% over 3Y	-133 accounts-49.6% over 3Y
3. Graham Partners, LLC CRD 157049 · Limited Liability Company	NEWTOWN SQUARE, PA	$5.0B Jul 2026	+$1.0B+26.6%	+$2.8B+127.8%	+$2.9B+139.6%	+$3.8B+317.4%	+27 employees+39.1% over 3Y	+7 accounts+29.2% over 3Y
4. Logan Capital Management, INC. CRD 108893 · Corporation	NEWTOWN SQUARE, PA	$3.1B Jul 2026	+$365.1M+13.4%	+$845.6M+37.6%	+$856.0M+38.2%	+$1.2B+65.2%	-1 employees-2.9% over 3Y	+199 accounts+11.7% over 3Y
5. Newsquare Capital, LLC CRD 152430 · Limited Liability Company	NEWTOWN SQUARE, PA	$2.4B Feb 2026	+$833.6M+53.5%	+$1.2B+100.6%	+$1.6B+207.3%	+$2.3B+1705.8%	+5 employees+31.3% over 3Y	+1,223 accounts+41.5% over 3Y
6. Equus Capital Partners, LTD. CRD 158719 · Limited Partnership	NEWTOWN SQUARE, PA	$1.7B Mar 2026	-$28.5M-1.6%	+$213.2M+14.0%	+$664.6M+61.8%	+$355.9M+25.7%	-7 employees-5.0% over 3Y	0 accounts+0.0% over 3Y
7. Concentus Wealth Advisors CRD 170052 · Limited Liability Company	NEWTOWN SQUARE, PA	$1.1B Mar 2026	+$178.2M+19.8%	+$377.3M+53.9%	+$426.2M+65.5%	—	0 employees+0.0% over 3Y	+546 accounts+24.5% over 3Y
8. Almanack Investment Partners CRD 282428 · Limited Liability Company	NEWTOWN SQUARE, PA	$945.9M Jul 2026	+$172.5M+22.3%	+$173.4M+22.4%	-$569.3M-37.6%	+$810.9M+600.6%	+5 employees+26.3% over 3Y	-191 accounts-10.1% over 3Y
9. Archean Capital Partners II, L.l.c. CRD 294346 · Limited Liability Company	NEWTOWN SQUARE, PA	$527.8M Mar 2026	$0+0.0%	$0+0.0%	+$106.7M+25.3%	+$245.9M+87.2%	+2 employees+13.3% over 3Y	0 accounts+0.0% over 3Y
10. Cambrian Capital Management, L.l.c. CRD 324623 · Limited Liability Company	NEWTOWN SQUARE, PA	$343.8M Mar 2026	$0+0.0%	+$15.5M+4.7%	—	—	+1 employees+10.0% over 3Y	0 accounts+0.0% over 3Y
11. Gadsden CRD 291195 · Limited Liability Company	NEWTOWN SQUARE, PA	$161.8M Jul 2026	+$12.1M+8.1%	+$7.6M+4.9%	+$63.7M+64.9%	+$116.8M+259.6%	-1 employees-33.3% over 3Y	0 accounts+0.0% over 3Y
12. Lynch Investment Planning, LLC CRD 115956 · Limited Liability Company	NEWTOWN SQUARE, PA	$143.3M May 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total

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 sufficient historical filing data is unavailable for the lookback period.