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Best financial advisors in NEWTON, PA

Registered advisers within 25 miles of NEWTON, PA.

Offices
8
Firms
5
Combined AUM
$1.12T
Firm-wide filings, not assets booked only here
Clients
126K
125,906 clients when Item 5C has a number
Avg / client
$8.86M
Combined AUM ÷ clients

Nearby offices

Firms

APOLLON WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PARK AVENUE SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.

Investors

RICHARD VICTOR SIMKUS
ROBERT JOSEPH SAVINO
CHRISTOPHER MICHAEL CICE
DAVID JOSEPH NOVICK
MICHAEL D EBERT
DAVID B MOSKOVITZ
NICHOLAS PANAGIOTAKIS
SUSAN ANN REID
RORY MICHAEL BANKS

Within 25 miles of NEWTON, PA, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $1.12T in combined regulatory AUM across 125,906 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in NEWTON

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 2 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 3 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 4 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM 5 APOLLON WEALTH MANAGEMENT, LLC 197 clients · 145 advisers $11.6B AUM