Falists

Pennsylvania · 21 advisers

Financial Advisors in Newtown, Pennsylvania

Looking for a financial advisor in Newtown, Pennsylvania? Falists indexes 21 SEC-registered and state-registered investment advisers in Newtown — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 20 firms list a website you can visit directly. Firms in this directory manage up to $2.51B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

21

With website

20

Largest AUM

$2.51B

Financial planning

15

Filter by specialty

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

AllWealth17Planning15Trusts13Retirement10Institutional11

Top advisors in Newtown

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

View all 21 →

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)Allentown (13)

Common questions

How many financial advisors are in Newtown, Pennsylvania?
21 registered investment advisers are listed in our Newtown directory, sourced from public SEC filings.
What types of advisors are in Newtown?
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?
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.