City
Wealth management firms in Newtown, Pennsylvania
As of October 2, 2026, 17 wealth management firms, including broker-dealer firms, with their main office in Newtown, Pennsylvania reported $6.4 billion in regulatory assets under management; the largest by assets was Main Street Financial Solutions, LLC, with $2.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 17
- Regulatory assets under management
- $6.4 billion
- Average per firm
- $378.5 million
- SEC-registered, of those listed
- 11 of 17 (64.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Main Street Financial Solutions, LLC | SEC | $2.5 billion | 5,846 |
| 2 | Insight Advisors, LLC | SEC | $785.7 million | 2,487 |
| 3 | Jmac Enterprises LLC | SEC | $722.4 million | 183 |
| 4 | PW Nova Financial Services LLC | SEC | $654.3 million | 1,713 |
| 5 | Brick & Kyle Associates Inc | SEC | $491.7 million | 427 |
| 6 | Innova Wealth Partners, LLC | SEC | $288.2 million | 521 |
| 7 | 46 Peaks Investment Advisory Group | SEC | $272.1 million | 445 |
| 8 | Crossgate Wealth Advisors, LLC | SEC | $271.9 million | 758 |
| 9 | Ethos Capital Management, Inc. | SEC | $155.4 million | 463 |
| 10 | Vericrest Private Wealth, LLC | SEC | $137.8 million | 401 |
| 11 | Kej Financial Advisors | State | $82.3 million | 112 |
| 12 | Thrift Financial, Inc. | State | $42.0 million | 57 |
| 13 | Premier Prosperity Advisors LLC | State | $11.7 million | 34 |
| 14 | Paladin Retirement Advisors | State | $11.6 million | 63 |
| 15 | Anthony Petsis & Associates Inc. | State | $0 | 0 |
| 16 | Bucks Capital Advisers | SEC | $0 | 0 |
| 17 | Maximum Asset Strategies | 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.