Top Financial Advisors in Newtown, Pennsylvania
Finding the right financial advisor in Newtown is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Newtown, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Newtown, PA.
Find the Best Financial Advisor Firms in Newtown:
MAIN STREET FINANCIAL SOLUTIONS, LLC
CRD#: 305834
Address: 503 E. Washington Avenue Suite 1c, Newtown, PA 18940
Clients: 1,386
Average Clients per Advisor: 47
AUM: $ 1.6B
JMAC ENTERPRISES LLC
CRD#: 312710
Address: 201 South State St Suite 2a, Newtown, PA 18940
Clients: 249
Average Clients per Advisor: 49
AUM: $ 854M
INSIGHT ADVISORS, LLC
CRD#: 168057
Address: 10 N. State Street, Newtown, PA 18940
Clients: 1,802
Average Clients per Advisor: 94
AUM: $ 574M
TOWERCREST CAPITAL MANAGEMENT, LLC
CRD#: 152069
Address: 41 University Drive Suite 400, Newtown, PA 18940
Clients: 40
Average Clients per Advisor: 40
AUM: $ 510M
CORDATUS WEALTH MANAGEMENT LLC
CRD#: 282871
Address: 10 North State St 1st Floor, Newtown, PA 18940
Clients: 115
Average Clients per Advisor: 38
AUM: $ 398M
BRICK & KYLE ASSOCIATES INC
CRD#: 107771
Address: 905 Mt Eyre Rd, Newtown, PA 18940
Clients: 55
Average Clients per Advisor: 18
AUM: $ 347M
How We Chose the Top Financial Advisors in Newtown, Pennsylvania
To create this list of top financial advisor firms in Newtown, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Newtown has to offer.
Search Financial Advisors in Newtown, Pennsylvania
Jeffrey Thorne Sloan
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Alan Jacobson
Registered Affiliation(s):MORGAN STANLEY
Philip E Zimmerman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Debra Lynn Schatzki
Registered Affiliation(s):BPP WEALTH SOLUTIONS, LLC
David Michael Briegs
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gregory Charles Sarian
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Robert Willever
Registered Affiliation(s):HORNOR, TOWNSEND & KENT, LLC
Christopher A Lewis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lisa A Morrison
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Yale J Levey
Registered Affiliation(s):NEXT GENERATION WEALTH PLANNING, LLC
Kenneth Richard Blackmon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mary-claire Macdonald
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Andrew Gordon Yorgey
Registered Affiliation(s):VANGUARD ADVISERS, INC.
Rachel R Cohen
Registered Affiliation(s):MORGAN STANLEY
Rocco Anthony Vernisi
Registered Affiliation(s):MORGAN STANLEY
Frank John Stettner
Registered Affiliation(s):VALLEY NATIONAL ADVISERS INC
Albert Abraham Fox
Registered Affiliation(s):MORGAN STANLEY
David Michael Caccese
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Michelle Lynn Heide
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Charles Kendall Hill
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kevin Francis Crook
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Kenneth Jay Katcher
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Edward Michael Penberthy
Registered Affiliation(s):MORGAN STANLEY
Todd Alexander Little
Registered Affiliation(s):LPL FINANCIAL LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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