Top financial advisors in Newtown, PA

We’ve curated a list of the best financial advisors in Newtown, take a look at it below.

# Company Assets under management Number of advisors
1
Assets under management
$1,541,211,198
Number of advisors
41 advisors
$1,541,211,198 41 advisors
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We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

Methodology

To generate our top financial advisors list in Newtown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newtown. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
  • Main Street Financial Solutions, LLC

    Main Street Financial Solutions, LLC is a registered investment adviser offering financial planning, consultation, and investment management services. The firm was established in New Jersey in June 2002 and later domiciled in Pennsylvania in January 2018. The principal owner is Brett Danko, and the firm was registered as an investment adviser in 2009. Main Street Financial Solutions manages over $2.4 billion in regulatory assets under management, with both discretionary and non-discretionary management options available. For financial planning services, the firm offers a broad range of services, including cash flow planning, asset allocation, retirement planning, and more. Clients have discretion over decisions and are not obligated to act on recommendations. Investment management services primarily involve allocating client assets among various mutual funds, ETFs, individual securities, and options based on client objectives and risk tolerance. The firm recommends the use of Charles Schwab & Co., Fidelity, SEI, and Pershing as custodians for client accounts. Main Street Financial Solutions receives support services from these custodians, including access to investment products, research, and technology. The firm may aggregate client trades for best execution and may receive economic benefits from custodians for maintaining client assets with them. Main Street Financial Solutions does not provide legal or tax advice and does not vote on proxy issues for client securities. The firm does not have any disciplinary events, and clients are encouraged to review account statements from custodians and reports from the firm. The firm does not disclose financial information as it does not solicit prepayments exceeding $1,200 or have financial conditions impairing client commitments.

    $1,541,211,198 under management

    41 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    CONSULTING FEES BASED ON ASSETS UNDER ADVISEMENT

    Services offered

    Financial Planning Services
    Portfolio Management For Individuals And/or Small Businesses
    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

Commitment

We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

Methodology

To generate our top financial advisors list in Newtown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Newtown. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.

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