Newton One Advisors

Newton One Advisors (CRD# 147048) is a financial advisory firm headquartered in Newark, DE. They manage $207,349,403 in 309 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $671,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, MD, MO, NJ, PA, TN, VA

Financial Advisors at Newton One Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Stephen C. Target
CRD#: 2165521
131 Continental Drive, Suite 206, Newark, DE 19713
96
Wealthminder
score

Stephen Target (CRD# 2165521) is an Investment Advisor Representative working at Newton One Advisors in Newark, DE and has over 26 years of experience in the finance industry.

2
Eric C. Pressler
CRD#: 2318263
131 Continental Drive, Suite 206, Newark, DE 19713
93
Wealthminder
score

Eric Pressler (CRD# 2318263) is an Investment Advisor Representative working at Newton One Advisors in Newark, DE and has over 16 years of experience in the finance industry.

3
Scott R. Snyder
CRD#: 2757979
131 Continental Drive, Suite 206, Newark, DE 19713
93
Wealthminder
score

Scott Snyder (CRD# 2757979) is an Investment Advisor Representative working at Newton One Advisors in Newark, DE and has over 14 years of experience in the finance industry.

4
Ryan Gwinn
CRD#: 6001931
131 Continental Drive, Suite 206, Newark, DE 19713
90
Wealthminder
score

Ryan Gwinn (CRD# 6001931) is an Investment Advisor Representative working at Newton One Advisors in Newark, DE and has over 4 years of experience in the finance industry.

5
Harold T. Hollinger
CRD#: 248711
131 Continental Drive, Suite 206, Newark, DE 19713
83
Wealthminder
score

Harold Hollinger (CRD# 248711) is an Investment Advisor Representative working at Newton One Advisors in Newark, DE and has over 19 years of experience in the finance industry.

6
William F. Denney
CRD#: 2062084
131 Continental Drive, Suite 206, Newark, DE 19713
81
Wealthminder
score

William Denney (CRD# 2062084) is an Investment Advisor Representative working at Newton One Advisors in Newark, DE and has over 27 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.