ETF ARCHITECT
Newtown Square, PA
AUM
$29.74B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1.215.330.4476
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA, NEWTOWN SQUARE
12 advisers found
ALPHA ARCHITECT
Newtown Square, PA
AUM
$13.50B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
+1.215.882.9983
GRAHAM PARTNERS, LLC
Newtown Square, PA
AUM
$4.90B
Wealth Mgmt
Team
86 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-408-0500
LOGAN CAPITAL MANAGEMENT, INC.
Newtown Square, PA
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215-569-1100
NEWSQUARE CAPITAL, LLC
Newtown Square, PA
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-325-6117
EQUUS CAPITAL PARTNERS, LTD.
Newtown Square, PA
AUM
$1.74B
Wealth Mgmt
Team
43 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-355-3200
CONCENTUS WEALTH ADVISORS
Newtown Square, PA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(610) 994-9190
ARCHEAN CAPITAL PARTNERS II, L.L.C.
Newtown Square, PA
AUM
$527.8M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
610-640-9551
CAMBRIAN CAPITAL MANAGEMENT, L.L.C.
Newtown Square, PA
AUM
$343.8M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
610-640-9551
LYNCH INVESTMENT PLANNING, LLC
Newtown Square, PA
AUM
$143.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(484) 472-8956
MC2 FINANCIAL ADVISERS, INC.
Newtown Square, PA
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-353-7777
UP FINTECH ASSET MANAGEMENT
Newtown Square, PA
AUM
$1.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
480-631-4700