MAIN STREET FINANCIAL SOLUTIONS, LLC
Newtown, PA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
215-259-5021
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
21 advisers found
MIRAVAST ASSET MANAGEMENT, LLC
Newtown, PA
AUM
$1.36B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
267-615-6613
MOUNT LUCAS MANAGEMENT LP
Newtown, PA
AUM
$1.30B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
267-759-3500
INSIGHT ADVISORS, LLC
Newtown, PA
AUM
$785.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-550-6011
JMAC ENTERPRISES LLC
Newtown, PA
AUM
$722.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
267-753-7066
TOWERCREST CAPITAL MANAGEMENT, LLC
Newtown, PA
AUM
$717.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-809-2000
PW NOVA FINANCIAL SERVICES LLC
Newtown, PA
AUM
$654.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
267-753-7065
BRICK & KYLE ASSOCIATES INC
Newtown, PA
AUM
$491.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
215-493-8787
INNOVA WEALTH PARTNERS, LLC
Newtown, PA
AUM
$288.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(888) 270-1574
46 PEAKS INVESTMENT ADVISORY GROUP
Newtown, PA
AUM
$272.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-497-8310
CROSSGATE WEALTH ADVISORS, LLC
Newtown, PA
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(215) 860-2234
ETHOS CAPITAL MANAGEMENT, INC.
Newtown, PA
AUM
$155.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
215-968-1820
VERICREST PRIVATE WEALTH, LLC
Newtown, PA
AUM
$137.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
1 (888) 902-6366
THRIFT FINANCIAL, INC.
Newtown, PA
AUM
$42.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
215-234-3074
GAGE WEALTH MANAGEMENT GROUP
Newtown, PA
AUM
$19.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(267) 352-3293
PALADIN RETIREMENT ADVISORS
Newtown, PA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-860-3101
ANTHONY PETSIS & ASSOCIATES INC.
Newtown, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Hourly charges
215-968-6638
MOUNT LUCAS INDEX ADVISERS LLC
Newtown, PA
AUM
$170.3M
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM
267-759-3500
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