Top Financial Advisors in Bethlehem, Pennsylvania
Finding the right financial advisor in Bethlehem is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Bethlehem, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Bethlehem, PA.
Find the Best Financial Advisor Firms in Bethlehem:
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CRD#: 138638
Address: 74 West Broad Street, Suite 340, Bethlehem, PA 18018
Clients: 282
Average Clients per Advisor: 10
AUM: $ 9.6B
VALLEY NATIONAL ADVISERS INC
CRD#: 110788
Address: 1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017
Clients: 943
Average Clients per Advisor: 94
AUM: $ 1.3B
O'HAGAN GROUP, INC.
CRD#: 315389
Address: 1429 West Broad Street, Bethlehem, PA 18018
Clients: 506
Average Clients per Advisor: 50
AUM: $ 1.2B
TILLER PRIVATE WEALTH, INC.
CRD#: 111268
Address: 1412 Walter Street, Bethlehem, PA 18015
Clients: 166
Average Clients per Advisor: 27
AUM: $ 730M
LIBERTY SQUARE WEALTH PARTNERS LLC
CRD#: 332476
Address: 1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017
Clients: 475
Average Clients per Advisor: 95
AUM: $ 568M
KEYVANTAGE WEALTH ADVISORS
CRD#: 331996
Address: 95 Highland Avenue Suite 310, Bethlehem, PA 18017
Clients: 81
Average Clients per Advisor: 20
AUM: $ 339M
How We Chose the Top Financial Advisors in Bethlehem, Pennsylvania
To create this list of top financial advisor firms in Bethlehem, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Bethlehem has to offer.
Search Financial Advisors in Bethlehem, Pennsylvania
Paul B Mullen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Orlando Maldonado
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Brett Jordan Rhode
Registered Affiliation(s):MORGAN STANLEY
Timothy John Dougherty
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Patricia Lynn Peoples
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Jeffrey Thacher Weekes
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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