Best Investors Account Sign in

Best financial advisors in Newtown, PA

Registered advisers within 25 miles of Newtown, PA.

Offices
1,410
Firms
543
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,303,877 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
EDWARD JONES
INSIGHT ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
MAIN STREET FINANCIAL SOLUTIONS, LLC
PALADIN RETIREMENT ADVISORS
MERIT FINANCIAL ADVISORS

Investors

BARRY DEAN GESSNER
JOHN MATTHEW MAZIARZ
Bennett Mark Zaba
MARK E CHINN
SCOTT G LEVY
RAUL ALBERTO CALLE
DAVID JOSEPH NOVICK
MICHAEL D EBERT
RICHARD JAMES DEVLIN
FRANK MIGNONI
MICHAEL DOUGLAS HANAHAN
RONALD MARK CHAKLER
Lori A Hoppmann
Shikha Prashar
CHRISTOPHER MICHAEL CICE
Riley Masterson
Geoffrey Joseph Thompson
Stephen M Hill
MICHAEL THOMAS CICE
RYAN SCOTT DAVIES
CARLA L. SIMON
JAMES WONG
KEITH LEE BECKER
WILLIAM WOLF
MATTHEW MCINERNEY
Jeffrey Cholish
Matthew Joseph Charles
BRUCE THOMAS BROLLE
THOMAS JOSEPH MCINERNEY
ERIC WILLIAM LOUGHNANE
DONALD PAUL CORNAGIE
DAVID B MOSKOVITZ
KENNETH J KOVALIK
Fred Aaron Kurtz
Melanie Beth Jimenez
David Jeffrey Samachson
Daniel Joseph Cooney
KENNETH CHRISTOPHER PAUL
William Dougherty
MORRIS FRANCIS LICCIARDELLO
MICHAEL ANTHONY BUKOWSKI
AMY LEIS
Sean Coyle
LINDA KENNEDY PYLES
MICHAEL SCOTT MINTER
Ernest Michael Csak
MATTHEW LEE CHUA
JAMES J BEVILLE
MATTHEW J LITTLE
NICOLAS G VALDES-FAULI
AYMAN EZZAT
Francis Timothy Lapowsky
Erik Paul Kalfus
Matt J Goren
BRETT ROBERT DANKO
THOMAS EDWARD DURKIN
JENNIFER L HUSHION
Branden RUSSELL Sacks
CLIFFORD G. WANG
Jeffrey Scott Beyer
MARK DAVID FRIED
SETH JAMES DIENER
Donovan Louis Stuard
Tevin Deante Hill

Within 25 miles of Newtown, PA, Best Investors lists 543 registered investment advisory firms with 1,410 offices nearby, managing about $21.5T in combined regulatory AUM across 3,303,877 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 Newtown

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM