Financial advisors in Newtown, PA

191 match · page 2 of 7

Kenneth Paul
Financial advisor at Main Street Financial Solutions, LLC
Main Street Financial Solutions, LLC · $2.51B AUM
CFP®VerifiedFinancial planning
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Linda Pyles
Financial advisor at Main Street Financial Solutions, LLC
Main Street Financial Solutions, LLC · $2.51B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lori Hoppmann
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Louis Fancher
Financial advisor at 46 Peaks Investment Advisory Group
46 Peaks Investment Advisory Group · $272.1M AUM
CFP®VerifiedFinancial planning
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Maryann Wagner
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Matt Goren
Financial advisor at Main Street Financial Solutions, LLC
Main Street Financial Solutions, LLC · $2.51B AUM
CFP®VerifiedFinancial planning
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Matthew Mulholland
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
CFP®VerifiedFinancial planning
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Michael Bukowski
Financial advisor at Main Street Financial Solutions, LLC
Main Street Financial Solutions, LLC · $2.51B AUM
CFP®VerifiedFinancial planning
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Michael Minter
Financial advisor at Main Street Financial Solutions, LLC
Main Street Financial Solutions, LLC · $2.51B AUM
CFP®VerifiedFinancial planning
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Michael Smith
Financial advisor at Pw Nova Financial Services LLC
Pw Nova Financial Services LLC · $654.3M AUM
CFP®VerifiedFinancial planning
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Morgan Zafonte
Financial advisor at Jmac Enterprises LLC
Jmac Enterprises LLC · $722.4M AUM
CFP®VerifiedFinancial planning
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Nickolaus Von Dohlen
Financial advisor at Crossgate Wealth Advisors, LLC
Crossgate Wealth Advisors, LLC · $271.9M AUM
CFP®VerifiedFinancial planning
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Nicolas Valdes-Fauli
Financial advisor at Main Street Financial Solutions, LLC
Main Street Financial Solutions, LLC · $2.51B AUM
CFP®VerifiedFinancial planning
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Patrick Hehir
Financial advisor at Andrew Garrett, Inc.
Andrew Garrett, Inc. · $521.3M AUM
CFP®VerifiedFinancial planning
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Patrick Seiler
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Robert Macaulay
Financial advisor at Jmac Enterprises LLC
Jmac Enterprises LLC · $722.4M AUM
CFP®VerifiedFinancial planning
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Ryan Evans
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Scott Levy
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Conner
Financial advisor at Ethos Capital Management, Inc.
Ethos Capital Management, Inc. · $155.4M AUM
CFP®VerifiedFinancial planning
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Steven Toto
Financial advisor at Ethos Capital Management, Inc.
Ethos Capital Management, Inc. · $155.4M AUM
CFP®VerifiedFinancial planning
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Susan Allen
Financial advisor at Great Valley Advisor Group, LLC
Great Valley Advisor Group, LLC · $10.6B AUM
CFP®VerifiedFinancial planning
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William Davis
Financial advisor at Vericrest Private Wealth, LLC
Vericrest Private Wealth, LLC · $137.8M AUM
CFP®VerifiedFinancial planning
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William Dougherty
Financial advisor at Main Street Financial Solutions, LLC
Main Street Financial Solutions, LLC · $2.51B AUM
CFP®VerifiedFinancial planning
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Adam Amorn
Financial advisor at Premier Prosperity Advisors LLC
Premier Prosperity Advisors LLC · $11.7M AUM
VerifiedFinancial planning
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Andreas Wiersbitzky
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Andrew Albano
Financial advisor at Lri Investments
Lri Investments · $2.78B AUM
VerifiedFinancial planning
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Anjali Khatwani
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Anthony Ferrandino
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
VerifiedFinancial planning
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Anthony Petsis
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Barry Gessner
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Newtown, PA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Newtown, PA.

How this list works

Before you hire an advisor in Newtown, PA