Financial advisers in Allentown, PA

9 registered investment adviser firms in Allentown managing $3.5B in assets, based on public SEC Form ADV filings.

Northeast Financial Group, INC.

Allentown, PA · Est. 2013

Local

Fee-based

AUM: $1.4B
Per adviser: $1.4B
Advisers: 1

No reported disclosures

Girard Pension Services, LLC

Allentown, PA · Est. 2002

Local

Fee-only

AUM: $734M
Per adviser: $105M
Advisers: 7

No reported disclosures

Morton Brown Family Wealth LLC

Allentown, PA · Est. 2018

Local

Fee-based

AUM: $483M
Per adviser: $97M
Advisers: 5

No reported disclosures

Sector Analysts LLC

Allentown, PA · Est. 2017

Local

Fee-based

AUM: $238M
Per adviser: $119M
Advisers: 2

No reported disclosures

Erickson Financial Group, LLC

Allentown, PA · Est. 2021

Local

Fee-based

AUM: $199M
Per adviser: $66M
Advisers: 3

No reported disclosures

Englebert Financial Advisers, LLC

Allentown, PA · Est. 2024

Local

Fee-based

AUM: $157M
Per adviser: $52M
Advisers: 3

Liberty Asset Management

Allentown, PA · Est. 2025

Local

Fee-based

AUM: $141M
Per adviser: $28M
Advisers: 5

No reported disclosures

A Better Way Financial, LLC

Allentown, PA · Est. 2026

Local

Fee-based

AUM: $109M
Per adviser: $22M
Advisers: 5

Herbein Financial Group, LLC

Allentown, PA · Est. 2022

Local

Fee-based

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures