Top financial advisors in Newtown Square, PA
We've curated a list of the best financial advisors in Newtown Square, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $2,194,754,713 Number of advisors 69 advisors | |||
| 2 | Assets under management $1,828,451,000 Number of advisors 96 advisors | |||
| 3 | Assets under management $1,654,049,555 Number of advisors 35 advisors | |||
| 4 | Assets under management $679,000,000 Number of advisors 12 advisors | |||
| 5 | Assets under management $527,831,000 Number of advisors 15 advisors |
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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Newtown Square, 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 Square. 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.
Graham Partners, Inc.
Graham Partners, Inc. is a financial advisory firm based in Newtown Square, Pennsylvania. It currently has approximately $2,194,754,713 of assets under management and employs about 69 people. Graham Partners, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
$2,194,754,713 under management
69 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Equus Capital Partners, Ltd.
Equus Capital Partners, Ltd. is a real estate investment management firm established in 1980, managing a portfolio of commercial properties and apartment units across the U.S. The firm offers investment management services exclusively to privately offered pooled investment vehicles, focusing on real estate investments with a value-added, direct operating approach. Equus manages approximately $1.828 billion of assets on a discretionary basis as of December 31, 2022. Clients are charged a Management Fee ranging from ½% to 1-1/2% based on assets invested in the Fund. Equus may also receive Carried Interest from investment proceeds. The firm tailors advisory services to meet the specific needs of each Fund. Equus has a code of ethics ensuring fiduciary responsibility and prohibits the use of material non-public information. The firm has disclosed disciplinary information related to inappropriate conduct at a subsidiary, BPG Management Company-NC, LLC, and has taken corrective actions. Equus' investment strategies include repositioning, development/redevelopment, and recapitalization, with associated risks such as interest-rate risk and liquidity risk. The firm's investment staff continuously monitors each Fund's investments, and reports are provided to clients on conflicts of interest, valuations, and performance. Equus does not provide compensation for client referrals and maintains custody of client securities with qualified custodians. Equus provides investment advisory services under the direction and control of the affiliated general partner of each Fund.
$1,828,451,000 under management
96 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Real Estate Investment
Logan Capital Management, Inc.
Logan Capital Management, Inc. is a financial advisory firm based in Newtown Square, Pennsylvania. It currently has approximately $1,654,049,555 of assets under management and employs about 35 people. Logan Capital Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$1,654,049,555 under management
35 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Concentus Wealth Advisors
Concentus Wealth Advisors, located in Newtown Square, PA, offers wrap fee programs tailored to individual clients' investment objectives, financial goals, and risk tolerance. The firm provides investment management services, including continuous supervision and trading in various investment types such as bonds, equities, ETFs, mutual funds, and alternative investments. Clients can impose restrictions on their accounts, and the firm may adjust investment strategies based on special situations. Additionally, Concentus offers ongoing guidance and planning services, including investment strategy outlines, financial reporting, and milestone meetings. The firm charges an annual percentage-based fee for investment management services, with a maximum annual fee of 1.55% and a minimum quarterly fee of $625. Ongoing guidance and planning services incur an additional flat fee. Clients are not charged performance fees, and the firm acts as a fiduciary, committed to providing fair and full disclosure and acting in clients' best interests at all times. The firm reviews client accounts annually and does not accept proxy authority to vote client securities. Concentus Wealth Advisors discloses its financial industry activities and affiliations, including relationships with Dynasty Financial Partners, LLC, and Purshe Kaplan Sterling Investments, Inc. The firm does not recommend securities in which it has a material financial interest and has no disciplinary information to disclose.
$679,000,000 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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)
Selection Of Other Advisers
Archean Capital Partners Ii, L.l.c.
Archean Capital Partners Ii, L.l.c. is a financial advisory firm based in Newtown Square, Pennsylvania. It currently has approximately $527,831,000 of assets under management and employs about 15 people. Archean Capital Partners Ii, L.l.c. uses a fee structure of a percentage of assets under your management, performance-based fees and revenue share.
$527,831,000 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
REVENUE SHARE
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Newtown Square, 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 Square. 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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