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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
AnchorPoint Wealth Management Inc.
www.anchorpoint
wealthmanagement.com

610-439-1515
Allentown
1960
Individuals, businesses
2
ATA Financial Group LLC
www.atafinancial.com
610-433-3866
Whitehall
1983
DNR
3
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
4
Beirne Wealth Consulting
www.beirnewealth.com
610-295-1100
Milford, Conn.
2014
High net worth, private industry and municipal
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
Bethlehem Financial LLC1
www.chhfinancial.com
610-882-2011
Bethlehem
1979
Individuals, businesses
7
Born Investment Advisory Services
www.borninvestmentadvisory.com
610-921-3186
Shillington
1992
DNR
8
Boyer Financial Group
www.boyermoney.com
610-437-1113
Allentown
1985
DNR
9
Buckley Muething Capital Management Co.
610-694-9500
Bethlehem
1987
High net worth individuals, pension and profit-sharing plans, charitable organizations
10
CapFinancial Partners LLC2
www.captrustadvisors.com
610-865-2600
800.216.0645
Raleigh, N.C.
2003
Individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, state and municipal government entities
11
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
12
Comprehensive Wealth Strategies
www.comprehensivewealthstrategies.net
610-746-5900
6107465900
Nazareth
2002
DNR
13
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
14
Cornerstone Advisors
www.cornerstoneadvisors.com
610-437-1375
Allentown
1983
DNR
15
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
16
Cornerstone Institutional Investors Inc.
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1998
High-net-worth individuals and institutions
17
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1998
Families and individuals (young professionals, teachers, small-business owners, doctors, lawyers, corporate executives, professional athletes, etc.)
18
ESSA Investment Services
www.essabank.com
570-421-6750
Stroudsburg
1996
DNR
19
Fidelity Capital Managament
www.fidelitycm.com
610-972-4887
800-919-2649
Bethlehem
1999
DNR
20
Financial Planning Advisors Inc.
www.financialpa.com
610-376-6334
Wyomissing
1987
Individuals, families, small businesses
21
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
877-611-0101
Souderton
2003
Individuals
22
Fulton Financial Advisors/Clermont Wealth Strategies
www.fultonfinancialadvisors.com
610-332-7148
Lancaster
2001
DNR
23
Great Scott Financial Services
www.greatscottfinancial.com
610-625-2777
800-844-1183
Bethlehem
2003
DNR
24
Gurniak Financial Advisors Inc.
610-398-0300
Allentown
DNR
Individuals, pension and profit-sharing plans
25
Harbor Lights Financial Group of the Lehigh Valley
www.hlfglv.com
610-797-2201
Allentown
2000
DNR
26
Herbein Wealth Management LLC
www.herbeinwealth.com
610-376-8271
Wyomissing
2000
Individuals, families, business owners, company retirement plans
27
Hittinger Financial
www.hittingerfinancial.com
610-433-7567
800-746-4575
Whitehall
1992
DNR
28
Indicon Inc.
www.indiconinc.com
610-395-2088
Allentown
1986
DNR
29
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
30
Investor's Choice Advisory Services LLC
610-391-0589
Orefield
DNR
Individuals, high net worth individuals
31
Janney Montgomery Scott LLC
www.janney.com
DNR
DNR
DNR
DNR
32
Jeffrey J. Febbo CFP
www.febbo.com
610-252-0455
877-284-0455
Easton
1985
DNR
33
JoycePayne Partners
www.joycepaynepartners.com
610-882-3882
Richmond, Va.
1993
Business executives, mid-career corporate managers, entrepreneurs, heirs, investment managers, medical and university professionals, retirees, large families with shared assets
34
Keystone Financial Management
www.keystonefinancial
management.com

610-530-2112
800-811-5400
Allentown
2001
DNR
35
Lehigh Valley Business Brokers
www.lvbb.com
610-392-7830
Orefield
2003
DNR
36
Lehigh Valley Investment Group
www.lehighvalley
investmentgroup.com

610-419-4800
Bethlehem
1996
DNR
37
Liberty Wealth Management
www.lwmgmt.com
610-398-7333
800-451-9687
Allentown
1991
DNR
38
Lifetime Financial Services
610-777-7300
Shillington
1996
DNR
39
Lincoln Investment Planning Inc.
www.lincolninvestment.com
610-691-6800
800-242-1421
Wyncote
1969
DNR
40
Lountzis Assest Management LLC
www.lountzis.com
610-375-2585
Wyomissing
2000
Individuals, high net worth individuals
41
Makefield Capital Management
888-546-3922
Center Valley
DNR
Investment companies
42
Maron Financial Solutions
610-366-0111
Allentown
2001
DNR
43
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Individuals, businesses, executives
44
McDermott Investment Advisors LLC
www.mcdermottadvisors.com
610-882-1460
800-360-2674
Fort Myers, Fla.
2004
Individuals
45
Meridian Asset Management
610-866-2224
Bethlehem
DNR
Individuals, high net worth individuals
46
Merrill Lynch
www.ml.com
610-320-5488
New York, N.Y.
1914
DNR
47
MetLife - PennWood Financial Group
www.pennwood.metlife.com
610-398-0100
800-353-1798
Allentown
1980
DNR
48
Mid-Atlantic Venture Funds Ltd Partnership
610-865-6550
Bethlehem
1984
DNR
49
Morgan Stanley
www.morganstanley.com
610-398-6500
New York, NY
1961
DNR
50
MTM Financial Group Inc.
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
Individuals
51
National Penn Investment Services
www.nationalpenn.com/npis
800-822-3321
Allentown
DNR
DNR
52
National Planning Corp.
www.natplan.com
DNR
Santa Monica, Cali.
1998
DNR
53
One Financial Services LLC
www.onefinancialservices.com
610-437-3500
877-627-9588
Allentown
1980
Individuals, nonprofits, businesses
54
Pinnacle Advisor Group
www.pinnacleadvisorgrp.com
DNR
DNR
DNR
DNR
55
Planning Capital Management Corp.
www.pcminvestments.com
610-820-0240
Haddonfield, N.J.
2001
DNR
56
Quadrant Private Wealth Management LLC
www.quadrantprivatewealth.com
610-849-2740
610-849-2740
Bethlehem
2014
High-net worth individuals, businesses, foundations
57
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
866-710-2850
Allentown
1982
Individual, business executives and business owners
58
Raymond James Financial Services
www.raymondjames.com/readingpa
484-671-2097
877-837-2644
St. Petersburg, Fla.
2009
DNR
59
Raymond James Financial Services, Marrella Financial Group LLC
www.raymondjames.com/w.marrella.com
610-655-9700
Wyomissing
2001
DNR
60
RKL Wealth Management LLC
www.rklwealth.com
610-376-9561
888-202-9363
Wyomissing
1999
Individual high-net worth, corporations, foundations and retirement plans
61
Robinson & Robinson Inc.
www.robinsonandrobinson.com
610-435-3518
Allentown
1967
DNR
62
Rockland Financial Group
www.rocklandfg.com
610-606-0530
Bethlehem
2003
Executive level management, businesses, individuals approaching retirement, estate planning clients and wealth accumulation clients
63
RPH Financial Services
www.rphfinancial.com
570-992-1675
Stroudsburg
1985
Individuals, high net worth individuals, nonprofit trade organizations
64
Schuylkill Financial LLC
www.schuylkillfinancial.com
610-670-1656
Wyomissing
DNR
Pension and profit-sharing plans, corporations
65
Scottrade - Allentown
www.scottrade.com
DNR
DNR
DNR
DNR
66
SEI Investments Co.
www.seic.com
610-676-1000
Oaks
1968
DNR
67
Stifel
www.stifel.com
610-782-5400
DNR
DNR
DNR
68
U.S. Trust
www.ustrust.com
484-892-4939
New York
2011
DNR
69
Valley National Advisers Inc.
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Individuals
70
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Individuals
71
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
72
Vist Capital Management
www.vistfc.com
610-372-7737
Wyomissing
1987
DNR
73
Waddell & Reed Inc.
www.waddell.com
610-861-1861
Shawnee Mission, KS
1937
DNR
74
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