Falists

Pennsylvania · 12 advisers

Financial Advisors in Newtown Square, Pennsylvania

Looking for a financial advisor in Newtown Square, Pennsylvania? Falists indexes 12 SEC-registered and state-registered investment advisers in Newtown Square — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $29.74B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

12

With website

12

Largest AUM

$29.74B

Financial planning

5

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth12Planning5Trusts8Retirement5Institutional6

Top advisors in Newtown Square

Ranked by AUM · Fees, team & specialties at a glance

View all 12 →

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in Newtown Square, Pennsylvania?
12 registered investment advisers are listed in our Newtown Square directory, sourced from public SEC filings.
What types of advisors are in Newtown Square?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Newtown Square?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.