Best Financial Advisors in NEWTOWN, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in NEWTOWN
PRECIDIAN FUNDS LLC
NEWTOWN, PA · Since 2024
INNOVA WEALTH PARTNERS, LLC
NEWTOWN, PA · Since 2020
MIRAVAST ASSET MANAGEMENT, LLC
NEWTOWN, PA · Since 2014
MOUNT LUCAS INDEX ADVISERS LLC
NEWTOWN, PA · Since 2020
VERICREST PRIVATE WEALTH, LLC
NEWTOWN, PA · Since 2020
PW NOVA FINANCIAL SERVICES LLC
NEWTOWN, PA · Since 2024
BRICK & KYLE ASSOCIATES INC
NEWTOWN, PA · Since 1998
CROSSGATE WEALTH ADVISORS, LLC
NEWTOWN, PA · Since 2014
TOWERCREST CAPITAL MANAGEMENT, LLC
NEWTOWN, PA · Since 2015
MAIN STREET FINANCIAL SOLUTIONS, LLC
NEWTOWN, PA · Since 2020
46 PEAKS INVESTMENT ADVISORY GROUP
NEWTOWN, PA · Since 2020
JMAC ENTERPRISES LLC
NEWTOWN, PA · Since 2021
ETHOS CAPITAL MANAGEMENT, INC.
NEWTOWN, PA · Since 2025
MOUNT LUCAS MANAGEMENT LP
NEWTOWN, PA · Since 1986
INSIGHT ADVISORS, LLC
NEWTOWN, PA · Since 2013
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in NEWTOWN?
The median advisory fee in NEWTOWN, PA is 0.95% of assets under management per year, based on Form ADV filings from 15 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.