Best Financial Advisors in NEWTOWN SQUARE, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in NEWTOWN SQUARE
LOGAN CAPITAL MANAGEMENT, INC.
NEWTOWN SQUARE, PA · Since 1994
ALPHA ARCHITECT
NEWTOWN SQUARE, PA · Since 2010
EQUUS CAPITAL PARTNERS, LTD.
NEWTOWN SQUARE, PA · Since 2011
ETF ARCHITECT
NEWTOWN SQUARE, PA · Since 2014
UP FINTECH ASSET MANAGEMENT
NEWTOWN SQUARE, PA · Since 2018
NEWSQUARE CAPITAL, LLC
NEWTOWN SQUARE, PA · Since 2010
GRAHAM PARTNERS, LLC
NEWTOWN SQUARE, PA · Since 2012
CONCENTUS WEALTH ADVISORS
NEWTOWN SQUARE, PA · Since 2014
ARCHEAN CAPITAL PARTNERS II, L.L.C.
NEWTOWN SQUARE, PA · Since 2018
CAMBRIAN CAPITAL MANAGEMENT, L.L.C.
NEWTOWN SQUARE, PA · Since 2023
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 SQUARE?
The median advisory fee in NEWTOWN SQUARE, PA is 0.95% of assets under management per year, based on Form ADV filings from 10 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.