Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Pw Nova Financial Services LLC financial advisors in Newtown, PA

Every SEC-registered investment adviser representative at a Pw Nova Financial Services LLC office in Newtown, A to Z.

The short answer

5 registered advisors work at Pw Nova Financial Services LLC in Newtown, out of 6 at the firm nationwide; it ranks number 11 in the city by advisors. 3 list the CFP designation and 1 are also registered broker representatives.

Pw Nova Financial Services LLC advisors in Newtown, A to Z

Every Pw Nova Financial Services LLC advisor →

Pw Nova Financial Services LLC advisors in every city and state →Pw Nova Financial Services LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Pw Nova Financial Services LLC advisors in other cities

Miami Beach, FL 1

Other firms in Newtown

All Newtown advisors →

UBS Financial Services Inc. 18Main Street Financial Solutions, LLC 17Raymond James & Associates, Inc. 16Cambridge Investment Research Advisors, Inc. 12Insight Advisors, LLC 9Rockefeller Capital Management 9Osaic Wealth, Inc. 7Edward Jones 6Innova Wealth Partners, LLC 6Lri Investments 6Brick & Kyle Associates Inc. 5Great Valley Advisor Group, LLC 5

Questions

How many financial advisors does Pw Nova Financial Services LLC have in Newtown?

5 investment adviser representatives are registered at Pw Nova Financial Services LLC offices in Newtown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.

Is Pw Nova Financial Services LLC one of the largest advisor employers in Newtown?

Pw Nova Financial Services LLC ranks number 11 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.

How do I check a Pw Nova Financial Services LLC advisor in Newtown?

Each advisor below links to a profile with their registrations, exams, designations 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 Pw Nova Financial Services LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.