City
Wealth management firms in Newtown Square, Pennsylvania
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Newtown Square, Pennsylvania reported $4.6 billion in regulatory assets under management; the largest by assets was Newsquare Capital, LLC, with $2.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $4.6 billion
- Average per firm
- $662.8 million
- SEC-registered, of those listed
- 4 of 7 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Newsquare Capital, LLC | SEC | $2.4 billion | 4,168 |
| 2 | Concentus Wealth Advisors | SEC | $1.1 billion | 2,778 |
| 3 | Almanack Investment Partners | SEC | $945.9 million | 1,700 |
| 4 | Lynch Investment Planning, LLC | SEC | $143.3 million | 410 |
| 5 | MC2 Financial Advisers, Inc. | State | $66.1 million | 69 |
| 6 | Prime Solutions Financial Services Corp. | State | $14.2 million | 46 |
| 7 | Breakthrough Investing, LLC | State | $0 | 0 |
Wealth management firms in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.