Fiduciary advisors in Newtown Square, PA
10 registered advisers
Newtown Square is SAP America's headquarters and a Main Line suburb where pharmaceutical and tech wealth converge, and 10 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 9 of the 10 registered practices, or about 90% of the local market. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.
ALPHA ARCHITECT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$13.5B
Minimum--
Clients135
ARCHEAN CAPITAL PARTNERS II, L.L.C.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$528M
Minimum--
Clients3
CAMBRIAN CAPITAL MANAGEMENT, L.L.C.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$344M
Minimum--
Clients3
CONCENTUS WEALTH ADVISORS
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$899M
Minimum--
Clients2,578
EQUUS CAPITAL PARTNERS, LTD.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.8B
Minimum--
Clients9
ETF ARCHITECT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$16.0B
Minimum--
Clients195
GRAHAM PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.9B
Minimum--
Clients31
LOGAN CAPITAL MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.7B
Minimum--
Clients1,703
NEWSQUARE CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.4B
Minimum--
Clients4,168
UP FINTECH ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1M
Minimum--
Clients3