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
Nancy A Rainer-wallace
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew Gordon Yorgey
Registered Affiliation(s):VANGUARD ADVISERS, INC.
Hemant Sadashiv Ranadive
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Russell Baker
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Gerald Jay Klatz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Rachel R Cohen
Registered Affiliation(s):MORGAN STANLEY
Rocco Anthony Vernisi
Registered Affiliation(s):MORGAN STANLEY
Deborah Marie Tustin
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
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
Charles Fox Steege
Registered Affiliation(s):SFG INVESTMENT ADVISORS, INC.
Peter Eugene Black
Registered Affiliation(s):MORGAN STANLEY
Edwin R Mcdevitt
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Lydia Carreiro Sheckels
Registered Affiliation(s):WESCOTT FINANCIAL ADVISORY GROUP LLC
Michelle Lynn Heide
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher James Kearon
Registered Affiliation(s):MORGAN STANLEY
David Douglas Vermeil
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Charles Kendall Hill
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David James Dominici
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Richard Grobman
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Jane Elizabeth Morgan
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Mitchell Jeffrey Metz
Registered Affiliation(s):RTD FINANCIAL ADVISORS INC
Donald Paul Delmonte
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, 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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