Adviser Record

Investment advisers in Newtown Square, PA

12 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in PA

FirmAssetsEmployeesDisclosures
ETF Architect$29.74 billion440
Alpha Architect$13.50 billion120
Graham Partners, LLC$5.00 billion960
Logan Capital Management, Inc.$3.10 billion340
Newsquare Capital, LLC$2.39 billion210
Equus Capital Partners, Ltd.$1.74 billion1330
Concentus Wealth Advisors$1.08 billion120
Almanack Investment Partners$945.9 million240
Archean Capital Partners Ii, L.L.C.$527.8 million170
Cambrian Capital Management, L.L.C.$343.8 million110
Gadsden$161.8 million20
Lynch Investment Planning, LLC$143.3 million30