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Newton One Advisors, LLC (Newark)


Newton One Advisors, LLC is a large advisory firm based in Newark. It manages $199.77 million of regulatory assets for 349 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Delaware, Maryland, New Jersey, and 3 other states.

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Newton One Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Newton One Advisors: assets under management

The assets under management (AUM) of Newton One Advisors, LLC is $199.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 286% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $199.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $572.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Newton One Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newark

The principal office where Newton One Advisors, LLC performs its advisory services is located at 131 Continental Drive, Newark, DE 19713 0000, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 302-731-1326 or by fax 302-455-9089. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.newtononeadvisors.com.


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