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Registered Investment Advisers
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
Types of clients
1
ATA Wealth Management Group
610-433-9009
Whitehall
2002
Individuals, small businesses, corporations, nonprofits, municipalities
2
Baldrige Asset Management LLC
www.baldrigeasset.com
610-336-4395
Allentown
1999
Individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations
3
Beirne Wealth Consulting
www.beirnewealthconsulting.com
610-295-1100
Milford, Conn.
2014
High net worth, private industry and municipal
4
Beirne Wealth Consulting
www.beirnewealthconsulting.com
610-295-1100
Milford, Conn.
2014
DNR
5
Berkshire Advisors Inc. Registered Investment Advisor
www.berkshireadvisors.net
610-376-6970
Wyomissing
1985
Individuals, high net worth individuals, pension and profit sharing-plans, charitable organizations, corporations and other businesses
6
Born Investment Advisory Services
www.borninvestmentadvisory.com
610-921-3186
Shillington
1992
DNR
7
Boyer Financial Group
www.boyermoney.com
610-437-1113
Allentown
1985
DNR
8
Buckley Muething Capital Management Co.
610-694-9500
Bethlehem
1987
High net worth individuals, pension and profit-sharing plans, charitable organizations
9
Capital Planning Wealth Management
www.capital-planning.com
610-871-3500
Center Valley
1994
Individuals, high-net-worth individuals, pension and profit sharing plans, charitable organizations, corporations and other businesses
10
Connors Investor Services Inc.
www.connorsinvestor.com
610-376-7418
Wyomissing
1969
Individuals, high net worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, state and municipal government entities
11
Cornerstone Advisors
www.cornerstoneadvisors.com
610-437-1375
Allentown
1971
DNR
12
Cornerstone Advisors Asset Management Inc.
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1997
Individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, state and municipal government entities, insurance companies
13
Cornerstone Institutional Investors Inc.
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1998
High-net-worth individuals and institutions
14
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1981
Individuals, families
15
ESSA Investment Services
www.essabank.com
570-421-6750
Stroudsburg
1996
DNR
16
Fidelity Capital Managament
www.fidelitycm.com
610-972-4887
800-919-2649
Bethlehem
1999
DNR
17
Financial Planning Advisors Inc.
www.financialpa.com
610-376-6334
Wyomissing
1987
Individual, families, small businesses
18
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
877-611-0101
Souderton
2003
Individuals
19
Fulton Financial Advisors/Clermont Wealth Strategies
www.fultonfinancialadvisors.com
610-332-7148
Lancaster
2001
DNR
20
Gordon H. Dickinson & Co. Inc.
www.gordonhdickinson.com
610-439-1515
Allentown
1960
Individuals, businesses
21
Great Scott Financial Services
www.greatscottfinancial.com
610-625-2777
800-844-1183
Bethlehem
2003
DNR
22
Gurniak Financial Advisors Inc.
610-398-0300
Allentown
DNR
Individuals, pension and profit-sharing plans
23
Harbor Lights Financial Group of the Lehigh Valley
www.hlfglv.com
610-797-2201
Allentown
2000
DNR
24
Hartmann-Hansen Financial Services
www.chhfinancial.com
610-882-2011
800-220-1084
Bethlehem
1979
Individuals, businesses
25
Herbein Wealth Management LLC
www.herbeinwealth.com
610-376-8271
Wyomissing
2000
Individuals, families, business owners, company retirement plans
26
Hittinger Financial
www.hittingerfinancial.com
610-433-7567
800-746-4575
Whitehall
1992
DNR
27
Indicon Inc.
www.indiconinc.com
610-395-2088
Allentown
1986
DNR
28
Investment Advisors Asset Management LLC
www.iam-planning.com
610-258-3269
Easton
2004
Individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations
29
Investor's Choice Advisory Services LLC
610-391-0589
Orefield
DNR
Individuals, high net worth individuals
30
Janney Montgomery Scott LLC
www.janney.com
DNR
DNR
DNR
DNR
31
Jeffrey J. Febbo CFP
www.febbo.com
610-252-0455
877-284-0455
Easton
1985
DNR
32
Keystone Financial Management
www.keystonefinancial
management.com

610-530-2112
800-811-5400
Allentown
2001
DNR
33
Lehigh Valley Business Brokers
www.lvbb.com
610-392-7830
6105307330
Orefield
2003
DNR
34
Lehigh Valley Investment Group
www.lehighvalley
investmentgroup.com

610-419-4800
Bethlehem
1996
DNR
35
Liberty Wealth Management
www.lwmgmt.com
610-398-7333
800-451-9687
Allentown
1991
DNR
36
Lifetime Financial Services
610-777-7300
Shillington
1996
DNR
37
Lincoln Investment Planning Inc.
www.lincolninvestment.com
610-691-6800
800-242-1421
Wyncote
1969
DNR
38
Lountzis Assest Management LLC
www.lountzis.com
610-375-2585
Wyomissing
2000
Individuals, high net worth individuals
39
Makefield Capital Management
888-546-3922
Center Valley
DNR
Investment companies
40
Maron Financial Solutions
610-366-0111
Allentown
2001
DNR
41
Marrella Financial Group LLC
www.marrella.com
610-655-9700
Wyomissing
2001
DNR
42
Mass Mutual Financial Group Eastern Pennsylvania
www.easternpa.massmutual.com
610-798-2500
Center Valley
1901
DNR
43
MB, Levis & Associates LLC
www.mblevis.com
610-419-9690
Bethlehem
DNR
Individuals, high net worth individuals, pension and profit-sharing plans
44
McDermott Investment Advisors LLC
www.mcdermottadvisors.com
610-882-1460
800-360-2674
Fort Myers, Fla.
2004
Individuals
45
McQueen Ball & Associates Inc.
www.mcqueenball.com
610-954-0400
Bethlehem
1988
Individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations
46
Meridian Asset Management
610-866-2224
Bethlehem
DNR
Individuals, high net worth individuals
47
Merrill Lynch
www.ml.com
610-320-5488
New York, N.Y.
1914
DNR
48
MFP Strategies
www.mfpstrategies.com
610-865-2600
Bethlehem
2000
Individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, state and municipal government entities
49
Mid-Atlantic Venture Funds Ltd Partnership
610-865-6550
Bethlehem
1984
DNR
50
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
800-342-1146
Macungie
2002
Individuals, businesses
51
Morgan Stanley
www.morganstanley.com
610-398-6500
New York, NY
1961
DNR
52
MTM Financial Group
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
Individuals
53
MtM Financial Group LLC
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
DNR
54
National Penn Investors Trust Co.
www.npitc.com
610-366-9934
800-822-3321
Wyomissing
DNR
DNR
55
National Planning Corp.
www.natplan.com
DNR
Santa Monica, Cali.
1998
DNR
56
Northeast Financial Group Inc.
www.nefginc.com
570-688-9898
Tannersville
1987
Individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, state and municipal government entities
57
One Financial Services LLC
www.onefinancialservices.com
610-437-3500
Allentown
1980
Individuals, nonprofits, businesses
58
PennWood Financial Group
www.pennwood.metlife.com
610-398-0100
800-353-1798
Allentown
1870
DNR
59
Pinnacle Advisor Group
www.pinnacleadvisorgrp.com
DNR
DNR
DNR
DNR
60
Planning Capital Management Corp.
www.pcminvestments.com
610-820-0240
Haddonfield, N.J.
2001
DNR
61
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
866-710-2850
Allentown
1982
Individual, business executives and business owners
62
Raymond James Financial Services, Marrella Financial Group LLC
www.raymondjames.com/w.marrella.com
610-655-9700
Wyomissing
2001
DNR
63
Robinson & Robinson Inc.
www.robinsonandrobinson.com
610-435-3518
Allentown
1967
DNR
64
RPH Financial Services
www.rphfinancial.com
570-992-1675
Stroudsburg
1985
Individuals, high net worth individuals, nonprofit trade organizations
65
Schuylkill Financial LLC
www.schuylkillfinancial.com
610-670-1656
Wyomissing
DNR
Pension and profit-sharing plans, corporations
66
Scottrade - Allentown
www.scottrade.com
DNR
DNR
DNR
DNR
67
SEI Investments Co.
www.seic.com
610-676-1000
Oaks
1968
DNR
68
Sterling Financial Advisors LLC
www.sterlingfn.com
610-376-9561
Wyomissing
1999
DNR
69
Stifel
www.stifel.com
610-782-5400
DNR
DNR
DNR
70
U.S. Trust
www.ustrust.com
484-892-4939
New York
2011
DNR
71
Valley National Advisers Inc.
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Individuals
72
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
DNR
73
Valley West Financial Group
www.valleywest.biz
610-841-3988
Allentown
1999
DNR
74
Van Reed Wealth Management LLC
www.vanreedwealth.com
610-678-8999
Reading
2006
Individuals, trusts, estates, defined contribution, 401k plans, not-for-profit entities, foundations, endowments
75
Vist Capital Management
www.vistfc.com
610-372-7737
Wyomissing
1987
DNR
76
Waddell & Reed Inc.
www.waddell.com
610-861-1861
Shawnee Mission, KS
1937
DNR
77
Youngs Advisory Group Wealth Management
www.youngsag.com
610-954-9940
Bethlehem
1996
High-net-worth-individuals, pension and profit-sharing plans, charitable organizations, corporations and other businesses
 
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