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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Newtown, PA

Every SEC-registered investment adviser representative at a firm office in Newtown, with the firms that employ the most of them.

190 registered advisors work in Newtown; the most are at UBS Financial Services Inc. (18). 54 list the CFP designation and 118 are also registered broker representatives.

Firms with the most advisors in Newtown

FirmAdvisors in Newtown
UBS Financial Services Inc. news18
Main Street Financial Solutions, LLC17
Raymond James & Associates, Inc. news16
Cambridge Investment Research Advisors, Inc. news12
Insight Advisors, LLC9
Rockefeller Capital Management news9
Osaic Wealth, Inc. news7
Edward Jones news6
Innova Wealth Partners, LLC6
Lri Investments6
Pw Nova Financial Services LLC6
Brick & Kyle Associates Inc.5
Great Valley Advisor Group, LLC5
Rockefeller Financial LLC news5
Anthony Petsis & Associates Inc.4
LPL Financial LLC news4
Tiaa-Cref Individual & Institutional Services, LLC4
46 Peaks Investment Advisory Group3
Andrew Garrett Inc.3
Crossgate Wealth Advisors, LLC3
Equitable Advisors, LLC news3
Ethos Capital Management, Inc.3
Jmac Enterprises LLC3
Kestra Advisory Services, LLC news3
Strategic Advisers LLC3

Advisors in Newtown, A to Z

CFP advisors in Newtown →

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 200Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173King Of Prussia 172

Questions

How many financial advisors are in Newtown, PA?

190 investment adviser representatives are registered at firm offices in Newtown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 118 of them are also registered as broker representatives, and 54 list the CFP designation.

Which firm has the most financial advisors in Newtown?

UBS Financial Services Inc., with 18 registered advisors in Newtown, followed by Main Street Financial Solutions, LLC with 17.

How do I check a financial advisor in Newtown?

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.