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Asset Managers
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
Services provided
1
Agili
www.agilipersonalcfo.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
2
AnchorPoint Wealth Management Inc.
www.anchorpoint
wealthmanagement.com

610-439-1515
Allentown
1960
Wealth protection strategies and retirement, estate and elder care planning
3
Andesa Financial Management Inc.
www.andesafm.com
610-841-5361
Allentown
1992
Investment portfolio construction and management as well as financial, retirement and estate planning
4
Ascent Wealth Management LLC
www.ascentwealth.net
484-224-3053
Allentown
2013
Financial planning, asset management, tax planning, legacy planning and retirement income planning
5
Buckingham Strategic Wealth
www.buckinghamadvisor.com
610-376-8271
St. Louis
2000
Investment solutions, strategies to enhance wealth, strategies to transfer wealth to family, 401k plans
6
CAPTRUST Financial Advisors
www.captrust.com
610-865-2600
Raleigh, N.C.
2015
Financial advisory services to industry leading companies, their owners and executive teams, families with substantial wealth, family offices, high net worth individuals, retirement plans and endowments and foundations
7
Corbenic Partners
www.corbenicpartners.com
610-814-2474
Bethlehem
2003
Financial planning, portfolio management, business planning
8
Cornerstone Advisors Asset Management LLC
www.cornerstone-companies.com
610-694-0900
Bethlehem
1997
Investment consulting, retirement plan consulting, executive risk management, planned giving, human capital development, wealth management, retirement consulting, financial planning, charitable planning, insurance and risk planning
9
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1998
Retirement and estate planning, wealth management, long-term care and life insurance, tax preparation
10
Financial Planning Advisors Inc.
www.financialpa.com
610-376-6334
Wyomissing
1987
Fee-based financial planning for individuals and small businesses, including investment, retirement, insurance, tax and estate planning
11
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Financial planning, retirement income planning
12
Levin & Company
www.levincpa.com
610-841-0300
Allentown
1982
Accounting services for businesses and individuals as well as portfolio management and financial planning
13
Mark Cernese & Associates
www.markcernese.com
484-951-3318
Emmaus
2014
Investment management, asset management, retirement plans, investment consulting, business advisory/strategy
14
McQueen Ball & Associates Inc.
www.mcqueenball.com
610-954-0400
Bethlehem
1981
Independent, fee-only investment adviser providing financial planning and investment management services to high-net-worth individuals, corporate executives and business owners
15
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
Macungie
2002
Individual wealth management and fiduciary governance for retirement plans
16
Northeast Financial Group Inc.
www.nefginc.com
570-688-9898
Tannersville
1987
Personal investment services, employer-sponsored retirement services, qualified-plan fiduciary services, financial planning, retirement planning, estate planning, employee benefits, risk management services
17
QNB Financial Services
www.qnbbank.com
215-538-5781
Quakertown
2012
Mutual funds, stocks/bonds, fixed/variable annuities, insurance products, options, pension/retirement plans, financial planning
18
Quadrant Private Wealth
www.quadrantprivatewealth.com
610-849-2740
Bethlehem
2014
Investment management, estate planning, insurance wealth structuring, business succession planning, financial planning, mergers and acquisitions
19
RKL Wealth Management LLC
www.rklwealth.com
610-376-9561
Wyomissing
1999
Financial planning, family wealth and estate planning, investment management, tax planning, insurance review, qualified retirement plan services
20
The Good Life Companies
www.goodlifeco.com
610-898-6927
Reading
2012
Financial planning, risk management, investment management, retirement planning, distribution and rollovers
21
The Rockland Group - Wealth Management LLC
www.rocklandwealth.com
610-606-0530
Bethlehem
2003
Employee benefits and executive-level benefits, business continuation and estate planning, key person consulting, pension and retirement plan benefits, investment strategies and insurance analysis, nonprofit and institutional retirement planning
22
Univest Wealth Management Division
www.univest.net
877-723-5571
Souderton
1876
Integrated financial solutions, banking, insurance, investments, home loans, wealth management
23
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
Bethlehem
1985
Financial planning, investment management, tax planning and preparation, estate planning, education planning, insurance, trust services, ExecutiveEdge, personal financial planning for corporate leaders
24
Youngs Advisory Group Wealth Management
www.youngsag.com
610-954-9940
Bethlehem
1996
Wealth management, portfolio management and financial planning