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Financial advisory firms
in Newtown Square, PA.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

2 financial advisors13 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

13 advisory firmsCompare public facts. Verify experience directly.
2 financial advisors13 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ALMANACK INVESTMENT PARTNERSCRD 282428

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALPHA ARCHITECTCRD 153905

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Investment companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARCHEAN CAPITAL PARTNERS II, L.L.C.CRD 294346

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)Selection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAMBRIAN CAPITAL MANAGEMENT, L.L.C.CRD 324623

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)Selection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CONCENTUS WEALTH ADVISORSCRD 170052

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EQUUS CAPITAL PARTNERS, LTD.CRD 158719

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ETF ARCHITECTCRD 171412

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Investment companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GADSDENCRD 291195

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GRAHAM PARTNERS, LLCCRD 157049

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LOGAN CAPITAL MANAGEMENT, INC.CRD 108893

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LYNCH INVESTMENT PLANNING, LLCCRD 115956

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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NEWSQUARE CAPITAL, LLCCRD 152430

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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UP FINTECH ASSET MANAGEMENTCRD 285915

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

High net worth individualsPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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