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Investment Brokerage Firms
Alphabetical directory; please purchase a PDF version of the list as it appeared in the paper if you wish to see a ranked list
Rank
Company
Website
Phone
Headquarters
Year established locally
Investment products
1
AnchorPoint Wealth Management Inc.
www.anchorpoint
wealthmanagement.com

610-439-1515
Allentown
1960
Stocks/bonds, mutual funds, unit trusts, annuities, pensions/retire plans, financial planning
2
Ascent Wealth Management LLC
www.ascentwealth.net
484-224-3053
Allentown
2013
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
3
CapFinancial Partners LLC1
www.captrustadvisors.com
610-865-2600
800.216.0645
Raleigh, N.C.
2003
Pensions/retire plans, financial planning
4
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1998
Stocks/bonds, mutual funds, annuities, financial planning
5
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
877-611-0101
Souderton
2003
Stocks/bonds, options, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
6
McDermott Investment Advisors LLC
www.mcdermottadvisors.com
610-882-1460
800-360-2674
Fort Myers, Fla.
2004
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
7
MTM Financial Group Inc.
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
Stocks/bonds, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
8
National Penn Investment Services
www.nationalpenn.com/npis
800-822-3321
Allentown
DNR
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
9
One Financial Services LLC
www.onefinancialservices.com
610-437-3500
877-627-9588
Allentown
1980
Stocks/bonds, mutual funds, annuities, pensions/retire plans, financial planning
10
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
866-710-2850
Allentown
1982
Stocks/bonds, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
11
Raymond James Financial Services
www.raymondjames.com/readingpa
484-671-2097
877-837-2644
St. Petersburg, Fla.
2009
Stocks/bonds, options, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
12
RKL Wealth Management LLC
www.rklwealth.com
610-376-9561
888-202-9363
Wyomissing
1999
Stocks/bonds, mutual funds, govt. securities, CDs, unit trusts, pensions/retire plans, financial planning
13
Rockland Financial Group
www.rocklandfg.com
610-606-0530
Bethlehem
2003
Stocks/bonds, options, mutual funds, govt. securities, commodities, annuities, pensions/retire plans, financial planning
14
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Stocks/bonds, mutual funds, financial planning