Top advisors in Newtown Square
We’ve curated a list of the best financial advisors in Newtown Square, take a look at it below
Find an advisor in Newtown Square| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,194,754,713 | 69 advisors | ||
| 2 | $1,828,451,000 | 96 advisors | ||
| 3 | $1,654,049,555 | 35 advisors | ||
| 4 | $679,000,000 | 12 advisors | ||
| 5 | $527,831,000 | 15 advisors |
How we came up with this list
To generate our top financial advisors list in Newtown Square, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newtown Square. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Graham Partners, Inc.
Assets under management
$2,194,754,713
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Equus Capital Partners, Ltd.
Assets under management
$1,828,451,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Real Estate Investment
3. Logan Capital Management, Inc.
Assets under management
$1,654,049,555
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
4. Concentus Wealth Advisors
Assets under management
$679,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
5. Archean Capital Partners Ii, L.l.c.
Assets under management
$527,831,000
Fee structure
A percentage of assets under your management
Performance-based fees
REVENUE SHARE
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Your first meeting is free.