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Top RIA Firms in Newtown Square, Pennsylvania
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Newtown Square, Pennsylvania. This hub covers 13 matching firms with $58.7B in total reported AUM and median AUM of $1.1B.
Firms
13
Matching current profiles
Total AUM
$58.7B
Reported regulatory AUM
Median AUM
$1.1B
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 Jun 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 |
| 13. Up Fintech Asset Management CRD 285915 · Limited Liability Company | NEWTOWN SQUARE, PA | $1.5M Apr 2026 | +$400.0K+36.4% | -$11.4M-88.4% | -$815.5K-35.2% | +$181.1K+13.7% | -6 employees-75.0% over 3Y | -14 accounts-77.8% 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 sufficient historical filing data is unavailable for the lookback period.