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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.anchorpointwealthmanagement.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
ATA Financial Group LLC
www.atafinancial.com
610-433-3866
Whitehall
1983
Tax and accounting services, wealth management, insurance and risk management, senior and estate planning
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
Cornerstone Advisors Asset Management LLC
www.cornerstone-companies.com
610-694-0900
Bethlehem
1997
Institutional consulting, retirement-plan consulting, executive benefits, planned giving, wealth management, financial planning, estate planning, family office support and insurance consulting
8
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
9
Domani Wealth LLC
www.domaniwealth.com
610-927-4685
Lancaster
1995
Registered investment advisory firm specializing in comprehensive wealth and investment management
10
Financial Planning Advisors Inc.
www.financialpa.com
610-376-6334
Wyomissing
1987
Comprehensive financial planning and investment advisory services
11
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Financial planning, retirement income planning
12
Good Life Companies
www.goodlifeco.com
610-898-6927
Reading
2012
Financial planning, risk management, investment management, retirement planning, distribution and rollovers
13
Levin & Company
www.levincpa.com
610-841-0300
Allentown
1982
Accounting services for businesses and individuals, portfolio management and financial planning, payroll services
14
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
Macungie
2002
Individual wealth management and fiduciary governance for retirement plans
15
Morton Brown Family Wealth
www.mortonbrownfw.com
610-709-5072
Allentown
2018
Portfolio management and financial planning for retirement, income, estate and succession, insurance, education and philanthropy
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, financial planning
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 Rockland Group - Wealth Management LLC
www.rocklandwealth.com
610-606-0555
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
21
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