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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 LLC
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 Advisors Asset Management LLC
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, 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
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
877-611-0101
Souderton
2003
Individuals and small business
21
Fulton Financial Advisors/Clermont Wealth Strategies
www.fultonfinancialadvisors.com
610-332-7148
Lancaster
2001
DNR
22
Great Scott Financial Services
www.greatscottfinancial.com
610-625-2777
800-844-1183
Bethlehem
2003
DNR
23
Gurniak Financial Advisors Inc.
610-398-0300
Allentown
DNR
Individuals, pension and profit-sharing plans
24
Harbor Lights Financial Group of the Lehigh Valley
www.hlfglv.com
610-797-2201
Allentown
2000
DNR
25
Hittinger Financial
www.hittingerfinancial.com
610-433-7567
800-746-4575
Whitehall
1992
DNR
26
Indicon Inc.
www.indiconinc.com
610-395-2088
Allentown
1986
DNR
27
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
28
Investor's Choice Advisory Services LLC
610-391-0589
Orefield
DNR
Individuals, high net worth individuals
29
Janney Montgomery Scott LLC
www.janney.com
DNR
DNR
DNR
DNR
30
Jeffrey J. Febbo CFP
www.febbo.com
610-252-0455
877-284-0455
Easton
1985
DNR
31
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
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
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 Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Individuals, businesses, executives
42
McDermott Investment Advisors LLC
www.mcdermottadvisors.com
610-882-1460
800-360-2674
Fort Myers, Fla.
2004
Individuals
43
Meridian Asset Management
610-866-2224
Bethlehem
DNR
Individuals, high net worth individuals
44
Merrill Lynch
www.ml.com
610-320-5488
New York, N.Y.
1914
DNR
45
MetLife - PennWood Financial Group
www.pennwood.metlife.com
610-398-0100
800-353-1798
New York, N.Y.
1980
DNR
46
Mid-Atlantic Venture Funds Ltd Partnership
610-865-6550
Bethlehem
1984
DNR
47
Morgan Stanley
www.morganstanley.com
610-398-6500
New York, NY
1961
DNR
48
MTM Financial Group Inc.
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
Individuals
49
National Penn Investment Services
www.nationalpenn.com/npis
800-822-3321
Allentown
DNR
DNR
50
National Planning Corp.
www.natplan.com
DNR
Santa Monica, Cali.
1998
DNR
51
One Financial Services LLC
www.onefinancialservices.com
610-437-3500
877-627-9588
Allentown
1980
Individuals, nonprofits, businesses
52
ParenteBeard Wealth Management
www.parentebeardwealthmanagement.com
610-927-4685
1-877-496-2542
Lancaster
1996
Individuals, high net worth individuals, qualified retirement plans, trusts and charitable organizations
53
Pinnacle Advisor Group
www.pinnacleadvisorgrp.com
DNR
DNR
DNR
DNR
54
Planning Capital Management Corp.
www.pcminvestments.com
610-820-0240
Haddonfield, N.J.
2001
DNR
55
Quadrant Private Wealth Management LLC
www.quadrantprivatewealth.com
610-849-2740
610-849-2740
Bethlehem
2014
High net worth individuals, businesses, foundations
56
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
866-710-2850
Allentown
1982
Individual, business executives and business owners
57
Raymond James Financial Services
www.raymondjames.com/readingpa
484-671-2097
877-837-2644
St. Petersburg, Fla.
2009
DNR
58
Robinson & Robinson Inc.
www.robinsonandrobinson.com
610-435-3518
Allentown
1967
DNR
59
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
60
RPH Financial Services
www.rphfinancial.com
570-992-1675
Stroudsburg
1985
Individuals, high net worth individuals, nonprofit trade organizations
61
Schuylkill Financial LLC
www.schuylkillfinancial.com
610-670-1656
Wyomissing
DNR
Pension and profit-sharing plans, corporations
62
Scottrade - Allentown
www.scottrade.com
DNR
DNR
DNR
DNR
63
SEI Investments Co.
www.seic.com
610-676-1000
Oaks
1968
DNR
64
Stifel
www.stifel.com
610-782-5400
DNR
DNR
DNR
65
U.S. Trust
www.ustrust.com
484-892-4939
New York
2011
DNR
66
Valley National Advisers Inc.
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Individuals
67
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Individuals
68
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
69
Van Reed Wealth Management/Financial Planning Advisors Inc.
www.financialpa.com
www.vanreedwealth.com

610-376-6334
Wyomissing
1987
Individuals, families, small businesses
70
Vist Capital Management
www.vistfc.com
610-372-7737
Wyomissing
1987
DNR
71
Waddell & Reed Inc.
www.waddell.com
610-861-1861
Shawnee Mission, KS
1937
DNR
72
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