{
  "path": "/advisors/pa/allentown",
  "url": "https://advisorcensus.com/advisors/pa/allentown",
  "page_type": "metro",
  "title": "Financial advisors in Allentown, PA",
  "filters": {},
  "scope_total": 43,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Allentown, PA?",
      "a": "AdvisorCensus lists 43 investment advisory firms with a principal office in the Allentown metro area, from Form ADV filings as of October 2026: 24 SEC-registered, 18 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Allentown, PA?",
      "a": "15 of the 43 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Allentown, PA offer financial planning?",
      "a": "34 of the 42 firms in Allentown, PA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Allentown, PA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 43 investment advisory firms with a principal office in the Allentown metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": "Allentown has 43 investment advisory firms with a principal office in the metro area as of October 2026: 24 SEC-registered, 18 state-registered, and 1 exempt reporting adviser. 15 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 12 report under $100 million in regulatory assets under management. The metro area has 339,656 households, 41,805 of them with income of $200,000 or more, or 972 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors in Allentown, PA: 43 firms from Form ADV filings as of October 2026.",
  "total_firms": 43,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 24,
    "state": 18,
    "exempt": 1
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 15
    },
    {
      "code": "percentage_of_aum",
      "count": 37
    },
    {
      "code": "hourly",
      "count": 21
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 31
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 1
    },
    {
      "code": "other",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 17
    },
    {
      "code": "5_to_9",
      "count": 5
    },
    {
      "code": "10_to_19",
      "count": 11
    },
    {
      "code": "20_plus",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 6
    },
    {
      "code": "25m_100m",
      "count": 6
    },
    {
      "code": "100m_500m",
      "count": 14
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 4
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 6
    }
  ],
  "firms": [
    {
      "crd_number": 329985,
      "name": "100 Plus Planning",
      "name_as_filed": "100 PLUS PLANNING",
      "url": "https://advisorcensus.com/firm/100-plus-planning-center-valley-pa-329985",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304914,
      "name": "A Better Way Financial, LLC",
      "name_as_filed": "A BETTER WAY FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/a-better-way-financial-llc-allentown-pa-304914",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334513,
      "name": "Activate Venture Partners",
      "name_as_filed": "ACTIVATE VENTURE PARTNERS",
      "url": "https://advisorcensus.com/firm/activate-venture-partners-bethlehem-pa-334513",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 106576,
      "name": "Argyle Capital Management, LLC",
      "name_as_filed": "ARGYLE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/argyle-capital-management-llc-center-valley-pa-106576",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 43,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118829,
      "name": "ATA Management Strategies Inc",
      "name_as_filed": "ATA MANAGEMENT STRATEGIES INC",
      "url": "https://advisorcensus.com/firm/ata-management-strategies-inc-whitehall-pa-118829",
      "city": "Whitehall",
      "state": "PA",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171285,
      "name": "Blue Water Financial Investor Coaching, LLC",
      "name_as_filed": "BLUE WATER FINANCIAL INVESTOR COACHING, LLC",
      "url": "https://advisorcensus.com/firm/blue-water-financial-investor-coaching-llc-easton-pa-171285",
      "city": "Easton",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327899,
      "name": "Brightside Wealth Planning, LLC",
      "name_as_filed": "BRIGHTSIDE WEALTH PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/brightside-wealth-planning-llc-center-valley-pa-327899",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144212,
      "name": "Capital Planning Wealth Management",
      "name_as_filed": "CAPITAL PLANNING WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-planning-wealth-management-center-valley-pa-144212",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138638,
      "name": "Cornerstone Advisors Asset Management, LLC",
      "name_as_filed": "CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cornerstone-advisors-asset-management-llc-bethlehem-pa-138638",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170137,
      "name": "Deep Draft Consulting, LLC",
      "name_as_filed": "DEEP DRAFT CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/deep-draft-consulting-llc-allentown-pa-170137",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315473,
      "name": "Emancipare Investment Advisors",
      "name_as_filed": "EMANCIPARE INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/emancipare-investment-advisors-nazareth-pa-315473",
      "city": "Nazareth",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300568,
      "name": "Englebert Financial Advisers, LLC",
      "name_as_filed": "ENGLEBERT FINANCIAL ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/englebert-financial-advisers-llc-allentown-pa-300568",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299818,
      "name": "Erickson Financial Group, LLC",
      "name_as_filed": "ERICKSON FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/erickson-financial-group-llc-allentown-pa-299818",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117901,
      "name": "Girard Pension Services, LLC",
      "name_as_filed": "GIRARD PENSION SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/girard-pension-services-llc-allentown-pa-117901",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 24,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119905,
      "name": "Gurniak Financial Advisors, Inc.",
      "name_as_filed": "GURNIAK FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/gurniak-financial-advisors-inc-allentown-pa-119905",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 28,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107128,
      "name": "Hamel Associates,inc.",
      "name_as_filed": "HAMEL ASSOCIATES,INC.",
      "url": "https://advisorcensus.com/firm/hamel-associates-inc-allentown-pa-107128",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 35,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118026,
      "name": "Investors' Choice Advisory Services, LLC",
      "name_as_filed": "INVESTORS' CHOICE ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/investors-choice-advisory-services-llc-orefield-pa-118026",
      "city": "Orefield",
      "state": "PA",
      "years_registered": 27,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339819,
      "name": "Keystone Fiduciary Financial Planning and Tax Advisory",
      "name_as_filed": "KEYSTONE FIDUCIARY FINANCIAL PLANNING AND TAX ADVISORY",
      "url": "https://advisorcensus.com/firm/keystone-fiduciary-financial-planning-and-tax-advisory-bethlehem-pa-339819",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331996,
      "name": "Keyvantage Wealth Advisors",
      "name_as_filed": "KEYVANTAGE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/keyvantage-wealth-advisors-bethlehem-pa-331996",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142094,
      "name": "Liberty Asset Management",
      "name_as_filed": "LIBERTY ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/liberty-asset-management-allentown-pa-142094",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332476,
      "name": "Liberty Square Wealth Partners LLC",
      "name_as_filed": "LIBERTY SQUARE WEALTH PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/liberty-square-wealth-partners-llc-bethlehem-pa-332476",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164197,
      "name": "MB, Levis & Associates,llc",
      "name_as_filed": "MB, LEVIS & ASSOCIATES,LLC",
      "url": "https://advisorcensus.com/firm/mb-levis-and-associates-llc-center-valley-pa-164197",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336684,
      "name": "Milestone Financial Associates, LLC",
      "name_as_filed": "MILESTONE FINANCIAL ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/milestone-financial-associates-llc-macungie-pa-336684",
      "city": "Macungie",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292278,
      "name": "Morton Brown Family Wealth LLC",
      "name_as_filed": "MORTON BROWN FAMILY WEALTH LLC",
      "url": "https://advisorcensus.com/firm/morton-brown-family-wealth-llc-allentown-pa-292278",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147221,
      "name": "MTM Financial Group, LLC",
      "name_as_filed": "MTM FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/mtm-financial-group-llc-bethlehem-pa-147221",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122609,
      "name": "Northeast Financial Group, Inc.",
      "name_as_filed": "NORTHEAST FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/northeast-financial-group-inc-allentown-pa-122609",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315389,
      "name": "O'Hagan Group, Inc.",
      "name_as_filed": "O'HAGAN GROUP, INC.",
      "url": "https://advisorcensus.com/firm/o-hagan-group-inc-bethlehem-pa-315389",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168271,
      "name": "Oaktree Advisors LLC",
      "name_as_filed": "OAKTREE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/oaktree-advisors-llc-coopersburg-pa-168271",
      "city": "Coopersburg",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 302034,
      "name": "Pleasantdale Wealth Management, LLC",
      "name_as_filed": "PLEASANTDALE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/pleasantdale-wealth-management-llc-hackettstown-nj-302034",
      "city": "Hackettstown",
      "state": "NJ",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277044,
      "name": "Quadrant Private Wealth Management, LLC",
      "name_as_filed": "QUADRANT PRIVATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/quadrant-private-wealth-management-llc-center-valley-pa-277044",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174693,
      "name": "Renaissance Wealth Management, LLC",
      "name_as_filed": "RENAISSANCE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/renaissance-wealth-management-llc-bethlehem-pa-174693",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170528,
      "name": "Roche Asset Management, LLC",
      "name_as_filed": "ROCHE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/roche-asset-management-llc-allentown-pa-170528",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146650,
      "name": "Rowan Financial LLC",
      "name_as_filed": "ROWAN FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/rowan-financial-llc-bethlehem-pa-146650",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169789,
      "name": "Sector Analysts LLC",
      "name_as_filed": "SECTOR ANALYSTS LLC",
      "url": "https://advisorcensus.com/firm/sector-analysts-llc-allentown-pa-169789",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308958,
      "name": "Shetland Financial, PLLC",
      "name_as_filed": "SHETLAND FINANCIAL, PLLC",
      "url": "https://advisorcensus.com/firm/shetland-financial-pllc-center-valley-pa-308958",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123184,
      "name": "Sigma Financial, Inc.",
      "name_as_filed": "SIGMA FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/sigma-financial-inc-allentown-pa-123184",
      "city": "Allentown",
      "state": "PA",
      "years_registered": 38,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309422,
      "name": "Stark Wealth Management LLC",
      "name_as_filed": "STARK WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/stark-wealth-management-llc-bethlehem-pa-309422",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339794,
      "name": "Stillwater Private Wealth",
      "name_as_filed": "STILLWATER PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/stillwater-private-wealth-allenton-pa-339794",
      "city": "Allenton",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111268,
      "name": "Tiller Private Wealth, Inc.",
      "name_as_filed": "TILLER PRIVATE WEALTH, INC.",
      "url": "https://advisorcensus.com/firm/tiller-private-wealth-inc-bethlehem-pa-111268",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 29,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110788,
      "name": "Valley National Advisers Inc",
      "name_as_filed": "VALLEY NATIONAL ADVISERS INC",
      "url": "https://advisorcensus.com/firm/valley-national-advisers-inc-bethlehem-pa-110788",
      "city": "Bethlehem",
      "state": "PA",
      "years_registered": 41,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336472,
      "name": "Valor Capital Management LLC",
      "name_as_filed": "VALOR CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/valor-capital-management-llc-easton-pa-336472",
      "city": "Easton",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323129,
      "name": "Valor Investments and Planning LLC",
      "name_as_filed": "VALOR INVESTMENTS AND PLANNING LLC",
      "url": "https://advisorcensus.com/firm/valor-investments-and-planning-llc-easton-pa-323129",
      "city": "Easton",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165722,
      "name": "Vista Financial Services LLC",
      "name_as_filed": "VISTA FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/vista-financial-services-llc-alpha-nj-165722",
      "city": "Alpha",
      "state": "NJ",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/pa",
      "label": "Financial advisors in Pennsylvania"
    },
    "metro": {
      "path": "/advisors/pa/allentown",
      "label": "Financial advisors in Allentown, PA"
    },
    "city_pages": [
      {
        "path": "/advisors/pa/allentown/bethlehem",
        "label": "Financial advisors in Bethlehem, PA",
        "firm_count": 12
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/pa/allentown/fee-only",
        "label": "Fee-only financial advisors in Allentown, PA",
        "firm_count": 15
      },
      {
        "path": "/advisors/pa/allentown/flat-fee",
        "label": "Flat-fee financial advisors in Allentown, PA",
        "firm_count": 31
      },
      {
        "path": "/advisors/pa/allentown/hourly",
        "label": "Hourly financial advisors in Allentown, PA",
        "firm_count": 21
      }
    ],
    "niche_pages": []
  },
  "csv": "https://advisorcensus.com/advisors/pa/allentown.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  },
  "sec_registrations_12_months": {
    "new_sec_registrations": 2,
    "sec_registered_at_start": 22,
    "per_100_registered": null,
    "national_per_100": 10.0,
    "as_of": "2026-09-01",
    "sentence": "Over the 12 months to September 1, 2026, 2 firms here registered with the SEC as investment advisers.",
    "source": "https://advisorcensus.com/reports/monthly/2026-09"
  }
}