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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.anchorpointwealthmanagement.com
610-439-1515
Allentown
1960
Individuals, businesses
2
ATA Financial Group LLC
www.atafinancial.com
610-433-3866
610-434-9009
Whitehall
1983
Individuals and business accounts
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
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
11
CAPTRUST Financial Advisors2
www.captrust.com
610-865-2600
Raleigh, N.C.
2015
Individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, state and municipal government entities
12
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.
13
Client 1st Financial LLC
www.c1fin.com
610-841-3037
Fogelsville
2011
Those within five years of retiring, in the process of changing jobs, looking for more guidance on their retirement and estate conservation strategies
14
Comprehensive Wealth Strategies
www.comprehensivewealthstrategies.net
610-746-5900
6107465900
Nazareth
2002
DNR
15
Connors Investor Services Inc.
www.connorsinvestor.com
610-376-7418
877-376-7418
Wyomissing
1969
Individuals, trusts, individual retirement accounts, pensions, profit sharing plans, 401Ks, institutional
16
Corbenic Partners
www.corbenicpartners.com
610-814-2474
Bethlehem
1990
High-net-worth investors, business owners, private families
17
Cornerstone Advisors
www.cornerstoneadvisors.com
610-437-1375
Allentown
1983
DNR
18
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
19
Cornerstone Advisors Asset Management LLC
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1997
High-net-worth individuals, middle-market institutions and municipalities
20
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1998
Families and individuals including young professionals, teachers, small-business owners, doctors, lawyers, corporate executives, etc.
21
ESSA Investment Services
www.essabank.com
570-421-6750
Stroudsburg
1996
DNR
22
Fidelity Capital Managament
www.fidelitycm.com
610-972-4887
Kutztown
1999
DNR
23
Financial Planning Advisors Inc.
www.financialpa.com
610-376-6334
Wyomissing
1987
Individuals, families, small businesses
24
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Individuals and small business, retirement income specialist
25
Fulton Financial Advisors/Clermont Wealth Strategies
www.fultonfinancialadvisors.com
610-332-7148
Lancaster
2001
DNR
26
Girard Advisory Services LLC
www.meetgirard.com
877-723-5571
Souderton
1876
Individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations
27
Good Life Companies
www.goodlifeco.com
610-898-6927
Reading
2012
Retail, high net worth, institutional plans
28
Good Life Companies
www.goodlifeco.com
610-898-6927
Reading
2012
Retail, high net worth, institutional plans
29
Great Scott Financial Services
www.greatscottfinancial.com
610-625-2777
800-844-1183
Bethlehem
2003
DNR
30
Gurniak Financial Advisors Inc.
610-398-0300
Allentown
DNR
Individuals, pension and profit-sharing plans
31
Harbor Lights Financial Group of the Lehigh Valley
www.hlfglv.com
610-797-2201
Allentown
2000
DNR
32
Hittinger Financial
www.hittingerfinancial.com
610-433-7567
800-746-4575
Whitehall
1992
DNR
33
Indicon Inc.
www.indiconinc.com
610-395-2088
Allentown
1986
DNR
34
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
35
Investor's Choice Advisory Services LLC
610-391-0589
Orefield
DNR
Individuals, high net worth individuals
36
Janney Montgomery Scott LLC
www.janney.com
DNR
DNR
DNR
DNR
37
Jeffrey J. Febbo, CFP, Wealth Management
www.febbo.com
610-252-0455
877-284-0455
Easton
1985
DNR
38
Keystone Financial Management
www.keystonefinancial
management.com

610-530-2112
800-811-5400
Allentown
2001
DNR
39
Lehigh Valley Business Brokers
www.lvbb.com
610-392-7830
Orefield
2003
DNR
40
Lehigh Valley Investment Group
www.lehighvalley
investmentgroup.com

610-419-4800
Bethlehem
1996
DNR
41
Liberty Wealth Management
www.lwmgmt.com
610-398-7333
800-451-9687
Allentown
1991
DNR
42
Lifetime Financial Services
610-777-7300
Shillington
1996
DNR
43
Lincoln Investment Planning Inc.
www.lincolninvestment.com
610-691-6800
800-242-1421
Wyncote
1969
DNR
44
Lountzis Assest Management LLC
www.lountzis.com
610-375-2585
Wyomissing
2000
Individuals, high net worth individuals
45
Makefield Capital Management
888-546-3922
Center Valley
DNR
Investment companies
46
Maron Financial Solutions
610-366-0111
Allentown
2001
DNR
47
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Individuals, businesses, executives
48
MassMutual Greater Philadelphia
www.greaterphiladelphia.
massmutual.com

610-398-0100
Bala Cynwyd
1886
DNR
49
McDermott Investment Advisors LLC
www.mcdermottadvisors.com
610-882-1460
800-360-2674
Fort Myers, Fla.
2004
Individuals
50
Meridian Asset Management
610-866-2224
Bethlehem
DNR
Individuals, high net worth individuals
51
Merrill Lynch
www.ml.com
610-320-5488
New York, N.Y.
1914
DNR
52
Mid-Atlantic Venture Funds Ltd Partnership
610-865-6550
Bethlehem
1984
DNR
53
Morgan Stanley
www.morganstanley.com
610-398-6500
New York, NY
1961
DNR
54
Morton Brown Family Wealth
www.mortonbrownfw.com
6107-095-072
Allentown
2018
Individuals and families
55
MTM Financial Group Inc.
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
Individuals, nonprofits, small businesses, retirement plans
56
National Penn Investment Services
www.nationalpenn.com/npis
800-822-3321
Allentown
DNR
DNR
57
National Planning Corp.
www.natplan.com
DNR
Santa Monica, Cali.
1998
DNR
58
One Financial Services LLC
www.onefinancialservices.com
610-437-3500
877-627-9588
Allentown
1980
Individuals, nonprofits, businesses
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
Quadrant Private Wealth
www.quadrantprivatewealth.com
610-849-2740
Bethlehem
2014
High net worth individuals, businesses, foundations
62
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
866-710-2850
Allentown
1982
Individual, business executives and business owners
63
Raymond James Financial Services
www.raymondjames.com/readingpa
484-671-2097
877-837-2644
St. Petersburg, Fla.
2009
DNR
64
Robinson & Robinson Inc.
www.robinsonandrobinson.com
610-435-3518
Allentown
1967
DNR
65
RPH Financial Services
www.rphfinancial.com
570-992-1675
Stroudsburg
1985
Individuals, high net worth individuals, nonprofit trade organizations
66
Schuylkill Financial LLC
www.schuylkillfinancial.com
610-670-1656
Wyomissing
DNR
Pension and profit-sharing plans, corporations
67
Scottrade - Allentown
www.scottrade.com
DNR
DNR
DNR
DNR
68
SEI Investments Co.
www.seic.com
610-676-1000
Oaks
1968
DNR
69
Stifel
www.stifel.com
610-782-5400
DNR
DNR
DNR
70
The Rockland Group - Wealth Management LLC
www.rocklandwealth.com
610-606-0555
Bethlehem
2003
Executive level management, businesses, individuals approaching retirement, estate planning clients and wealth accumulation clients
71
U.S. Trust
www.ustrust.com
484-892-4939
New York
2011
DNR
72
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Individuals
73
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
74
Vist Capital Management
www.vistfc.com
610-372-7737
Wyomissing
1987
DNR
75
Waddell & Reed Inc.
www.waddell.com
610-861-1861
Shawnee Mission, KS
1937
DNR