Rialytix insights

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 10 matching firms with $57.3B in total reported AUM and median AUM of $2.1B.

Firms

Matching current profiles

Total AUM

$57.3B

Reported regulatory AUM

Median AUM

$2.1B

Across firms with AUM

Largest firm

$29.7B

ETF Architect

Filter by segmentOver $1T $100B to $999B $10B to $99B $1B to $9B $500M to $999M $100M to $500M Below $100M New York California Texas New York, NY Chicago, IL Boston, MA International RIAs

Search RIA markets

Search by city or state

Find state and published city hubs without returning to the main insights page.

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 Feb 2026	+$12.8B+1797.3%	+$13.1B+2921.4%	+$13.1B+3315.4%	+$13.4B+13362.3%	-4 employees-25.0% over 3Y	-103 accounts-43.3% over 3Y
3. Graham Partners, LLC CRD 157049 · Limited Liability Company	NEWTOWN SQUARE, PA	$4.9B Mar 2026	+$952.7M+24.1%	+$2.7B+123.4%	+$2.8B+134.9%	+$3.7B+309.4%	+32 employees+46.4% over 3Y	+10 accounts+41.7% over 3Y
4. Logan Capital Management, INC. CRD 108893 · Corporation	NEWTOWN SQUARE, PA	$3.1B Apr 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. 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
9. 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
10. 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.