Data / Investment advisers / Pennsylvania / Newtown
Investment advisers in Newtown, PA: 17 firms, $10.5 billion in AUM
17 investment advisers have their main office in Newtown, Pennsylvania: 16 SEC registered and 1 exempt reporting. The registered advisers report $10.5 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Main Street Financial Solutions, LLC with $2.5 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 17Advisers
- 16SEC registered
- 1Exempt reporting
- $10.5 billionTotal AUM
- 15Advisers over $100 million
- 3Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | Newtown | $2.51 billion | 5,846 | 41 | Not listed | (215) 259-5021 | tblfinancial.com | adviserinfo.sec.gov |
| Miravast Asset Management, LLC | Newtown | $1.36 billion | 9 | 21 | 3 | (267) 615-6613 | miravast.com | adviserinfo.sec.gov |
| Mount Lucas Management LP | Newtown | $1.30 billion | 12 | 15 | 1 | (267) 759-3500 | mtlucas.com | adviserinfo.sec.gov |
| Insight Advisors, LLC | Newtown | $785.7 million | 2,487 | 22 | Not listed | (215) 550-6011 | adviserinfo.sec.gov | |
| Jmac Enterprises LLC | Newtown | $722.4 million | 183 | 5 | Not listed | (267) 753-7066 | brickhousestrategicwealth.com | adviserinfo.sec.gov |
| Towercrest Capital Management, LLC | Newtown | $717.6 million | 1,461 | 1 | Not listed | (215) 809-2000 | adviserinfo.sec.gov | |
| Bucks Capital Advisers | Newtown | $670.7 million | 1,117 | 4 | Not listed | (267) 907-6650 | buckscap.com | adviserinfo.sec.gov |
| PW Nova Financial Services LLC | Newtown | $654.3 million | 1,713 | 6 | Not listed | (267) 753-7065 | jwnova.com | adviserinfo.sec.gov |
| Brick & Kyle Associates Inc | Newtown | $491.7 million | 427 | 6 | Not listed | (215) 493-8787 | brick-kyle.com | adviserinfo.sec.gov |
| Innova Wealth Partners, LLC | Newtown | $288.2 million | 521 | 6 | Not listed | (888) 270-1574 | myinnovawealth.com | adviserinfo.sec.gov |
| 46 Peaks Investment Advisory Group | Newtown | $272.1 million | 445 | 5 | Not listed | (215) 497-8310 | 46peaks.com | adviserinfo.sec.gov |
| Crossgate Wealth Advisors, LLC | Newtown | $271.9 million | 758 | 6 | Not listed | (215) 860-2234 | adviserinfo.sec.gov | |
| Mount Lucas Index Advisers LLC | Newtown | $170.3 million | 1 | 0 | Not listed | (267) 759-3500 | adviserinfo.sec.gov | |
| Ethos Capital Management, Inc. | Newtown | $155.4 million | 463 | 4 | Not listed | (215) 968-1820 | adviserinfo.sec.gov | |
| Vericrest Private Wealth, LLC | Newtown | $137.8 million | 401 | 2 | Not listed | (888) 902-6366 | vericrestprivatewealth.com | adviserinfo.sec.gov |
| Precidian Funds LLC | Newtown | $17 million | 11 | 3 | Not listed | (908) 781-0560 | precidianfunds.com | adviserinfo.sec.gov |
| Kingbird Investment Management | Newtown | Not listed | Not listed | Not listed | 7 | (267) 757-8700 | adviserinfo.sec.gov |
Advisers in Newtown that manage private funds
3 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Kingbird Investment Management | Newtown | PA | 7 | Not listed | Not listed | Not listed | 7 | $74.4 million | Not listed | adviserinfo.sec.gov |
| Miravast Asset Management, LLC | Newtown | PA | 3 | Not listed | 3 | Not listed | Not listed | $474.4 million | $1.36 billion | adviserinfo.sec.gov |
| Mount Lucas Management LP | Newtown | PA | 1 | 1 | Not listed | Not listed | Not listed | $201.8 million | $1.30 billion | adviserinfo.sec.gov |
Newest SEC registrations in Newtown
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Bucks Capital Advisers | Newtown | PA | August 6, 2026 | $670.7 million | buckscap.com | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.