Investment advisers in Newtown, PA
16 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Main Street Financial Solutions, LLC | $2.51 billion | 41 | 2 |
| Miravast Asset Management, LLC | $1.36 billion | 21 | 0 |
| Mount Lucas Management LP | $1.30 billion | 15 | 0 |
| Insight Advisors, LLC | $785.6 million | 22 | 3 |
| Jmac Enterprises LLC | $722.4 million | 5 | 0 |
| Towercrest Capital Management, LLC | $717.6 million | 1 | 0 |
| Pw Nova Financial Services LLC | $654.3 million | 6 | 0 |
| Brick & Kyle Associates Inc | $491.7 million | 6 | 0 |
| Innova Wealth Partners, LLC | $288.2 million | 6 | 0 |
| 46 Peaks Investment Advisory Group | $272.1 million | 5 | 0 |
| Crossgate Wealth Advisors, LLC | $271.9 million | 6 | 0 |
| Mount Lucas Index Advisers LLC | $170.3 million | 0 | 0 |
| Ethos Capital Management, Inc. | $155.4 million | 4 | 1 |
| Vericrest Private Wealth, LLC | $137.8 million | 2 | 0 |
| Precidian Funds LLC | $17.0 million | 3 | 0 |
| Bucks Capital Advisers | $0 | 2 | 0 |