Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Newton Square, PA
Every SEC-registered investment adviser representative at a firm office in Newton Square, with the firms that employ the most of them.
3 registered advisors work in Newton Square; the most are at Mariner Independent (1). 2 list the CFP designation and 0 are also registered broker representatives.
Firms with the most advisors in Newton Square
| Firm | Advisors in Newton Square |
|---|---|
| Mariner Independent news | 1 |
| Pathstone | 1 |
| Wills Financial Group, LLC | 1 |
Advisors in Newton Square, A to Z
CFP advisors in Newton Square →- Shane LanduePathstone
- Aaron MazerMariner Independent · Certified Financial Planner
- Adam J. MehrerWills Financial Group, LLC · Certified Financial Planner
Other cities in Pennsylvania
All of Pennsylvania →Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173
Questions
How many financial advisors are in Newton Square, PA?
3 investment adviser representatives are registered at firm offices in Newton Square, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Newton Square?
Mariner Independent, with 1 registered advisors in Newton Square, followed by Pathstone with 1.
How do I check a financial advisor in Newton Square?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.