# Financial advisors in Allentown, PA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/allentown

## At a glance

- Investment advisory firms: 43
- Registration: SEC-registered investment adviser: 24, State-registered investment adviser: 18, Exempt reporting adviser: 1
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (36%); Percentage of assets 37 (88%); Hourly charges 21 (50%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 31 (74%); Performance-based fees 1 (2%); Other 5 (12%); No compensation arrangements reported 1
- Regulatory assets under management (Item 5.F): Under $25 million 6 (14%); $25 million to $100 million 6 (14%); $100 million to $500 million 14 (33%); $500 million to $1 billion 6 (14%); $1 billion to $5 billion 4 (9%); Over $5 billion 1 (2%); Not reported 6 (14%)
- Years registered: Under 5 years 17 (40%); 5 to 9 years 5 (12%); 10 to 19 years 11 (26%); 20 years or more 10 (23%)

## Firms (page 1 of 1, 1 to 43 of 43, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [100 Plus Planning](https://advisorcensus.com/firm/100-plus-planning-center-valley-pa-329985) ([md](https://advisorcensus.com/firm/100-plus-planning-center-valley-pa-329985.md)) | 329985 | Center Valley, PA | State-registered investment adviser | Not reported | 2 | Subscription, Fixed fee |
| [A Better Way Financial, LLC](https://advisorcensus.com/firm/a-better-way-financial-llc-allentown-pa-304914) ([md](https://advisorcensus.com/firm/a-better-way-financial-llc-allentown-pa-304914.md)) | 304914 | Allentown, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Activate Venture Partners](https://advisorcensus.com/firm/activate-venture-partners-bethlehem-pa-334513) ([md](https://advisorcensus.com/firm/activate-venture-partners-bethlehem-pa-334513.md)) | 334513 | Bethlehem, PA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Argyle Capital Management, LLC](https://advisorcensus.com/firm/argyle-capital-management-llc-center-valley-pa-106576) ([md](https://advisorcensus.com/firm/argyle-capital-management-llc-center-valley-pa-106576.md)) | 106576 | Center Valley, PA | SEC-registered investment adviser | $100 million to $500 million | 43 | % of assets, Other |
| [ATA Management Strategies Inc](https://advisorcensus.com/firm/ata-management-strategies-inc-whitehall-pa-118829) ([md](https://advisorcensus.com/firm/ata-management-strategies-inc-whitehall-pa-118829.md)) | 118829 | Whitehall, PA | State-registered investment adviser | $100 million to $500 million | 24 | % of assets, Fixed fee |
| [Blue Water Financial Investor Coaching, LLC](https://advisorcensus.com/firm/blue-water-financial-investor-coaching-llc-easton-pa-171285) ([md](https://advisorcensus.com/firm/blue-water-financial-investor-coaching-llc-easton-pa-171285.md)) | 171285 | Easton, PA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [Brightside Wealth Planning, LLC](https://advisorcensus.com/firm/brightside-wealth-planning-llc-center-valley-pa-327899) ([md](https://advisorcensus.com/firm/brightside-wealth-planning-llc-center-valley-pa-327899.md)) | 327899 | Center Valley, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Capital Planning Wealth Management](https://advisorcensus.com/firm/capital-planning-wealth-management-center-valley-pa-144212) ([md](https://advisorcensus.com/firm/capital-planning-wealth-management-center-valley-pa-144212.md)) | 144212 | Center Valley, PA | State-registered investment adviser | Not reported | 18 | Hourly, Fixed fee |
| [Cornerstone Advisors Asset Management, LLC](https://advisorcensus.com/firm/cornerstone-advisors-asset-management-llc-bethlehem-pa-138638) ([md](https://advisorcensus.com/firm/cornerstone-advisors-asset-management-llc-bethlehem-pa-138638.md)) | 138638 | Bethlehem, PA | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Fixed fee |
| [Deep Draft Consulting, LLC](https://advisorcensus.com/firm/deep-draft-consulting-llc-allentown-pa-170137) ([md](https://advisorcensus.com/firm/deep-draft-consulting-llc-allentown-pa-170137.md)) | 170137 | Allentown, PA | State-registered investment adviser | Not reported | 12 | Hourly, Fixed fee, Other |
| [Emancipare Investment Advisors](https://advisorcensus.com/firm/emancipare-investment-advisors-nazareth-pa-315473) ([md](https://advisorcensus.com/firm/emancipare-investment-advisors-nazareth-pa-315473.md)) | 315473 | Nazareth, PA | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [Englebert Financial Advisers, LLC](https://advisorcensus.com/firm/englebert-financial-advisers-llc-allentown-pa-300568) ([md](https://advisorcensus.com/firm/englebert-financial-advisers-llc-allentown-pa-300568.md)) | 300568 | Allentown, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Erickson Financial Group, LLC](https://advisorcensus.com/firm/erickson-financial-group-llc-allentown-pa-299818) ([md](https://advisorcensus.com/firm/erickson-financial-group-llc-allentown-pa-299818.md)) | 299818 | Allentown, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Girard Pension Services, LLC](https://advisorcensus.com/firm/girard-pension-services-llc-allentown-pa-117901) ([md](https://advisorcensus.com/firm/girard-pension-services-llc-allentown-pa-117901.md)) | 117901 | Allentown, PA | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets |
| [Gurniak Financial Advisors, Inc.](https://advisorcensus.com/firm/gurniak-financial-advisors-inc-allentown-pa-119905) ([md](https://advisorcensus.com/firm/gurniak-financial-advisors-inc-allentown-pa-119905.md)) | 119905 | Allentown, PA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly |
| [Hamel Associates,inc.](https://advisorcensus.com/firm/hamel-associates-inc-allentown-pa-107128) ([md](https://advisorcensus.com/firm/hamel-associates-inc-allentown-pa-107128.md)) | 107128 | Allentown, PA | SEC-registered investment adviser | $500 million to $1 billion | 35 | % of assets, Fixed fee |
| [Investors' Choice Advisory Services, LLC](https://advisorcensus.com/firm/investors-choice-advisory-services-llc-orefield-pa-118026) ([md](https://advisorcensus.com/firm/investors-choice-advisory-services-llc-orefield-pa-118026.md)) | 118026 | Orefield, PA | State-registered investment adviser | Under $25 million | 27 | % of assets, Hourly |
| [Keystone Fiduciary Financial Planning and Tax Advisory](https://advisorcensus.com/firm/keystone-fiduciary-financial-planning-and-tax-advisory-bethlehem-pa-339819) ([md](https://advisorcensus.com/firm/keystone-fiduciary-financial-planning-and-tax-advisory-bethlehem-pa-339819.md)) | 339819 | Bethlehem, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Keyvantage Wealth Advisors](https://advisorcensus.com/firm/keyvantage-wealth-advisors-bethlehem-pa-331996) ([md](https://advisorcensus.com/firm/keyvantage-wealth-advisors-bethlehem-pa-331996.md)) | 331996 | Bethlehem, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Liberty Asset Management](https://advisorcensus.com/firm/liberty-asset-management-allentown-pa-142094) ([md](https://advisorcensus.com/firm/liberty-asset-management-allentown-pa-142094.md)) | 142094 | Allentown, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Liberty Square Wealth Partners LLC](https://advisorcensus.com/firm/liberty-square-wealth-partners-llc-bethlehem-pa-332476) ([md](https://advisorcensus.com/firm/liberty-square-wealth-partners-llc-bethlehem-pa-332476.md)) | 332476 | Bethlehem, PA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [MB, Levis & Associates,llc](https://advisorcensus.com/firm/mb-levis-and-associates-llc-center-valley-pa-164197) ([md](https://advisorcensus.com/firm/mb-levis-and-associates-llc-center-valley-pa-164197.md)) | 164197 | Center Valley, PA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Milestone Financial Associates, LLC](https://advisorcensus.com/firm/milestone-financial-associates-llc-macungie-pa-336684) ([md](https://advisorcensus.com/firm/milestone-financial-associates-llc-macungie-pa-336684.md)) | 336684 | Macungie, PA | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Hourly, Fixed fee |
| [Morton Brown Family Wealth LLC](https://advisorcensus.com/firm/morton-brown-family-wealth-llc-allentown-pa-292278) ([md](https://advisorcensus.com/firm/morton-brown-family-wealth-llc-allentown-pa-292278.md)) | 292278 | Allentown, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [MTM Financial Group, LLC](https://advisorcensus.com/firm/mtm-financial-group-llc-bethlehem-pa-147221) ([md](https://advisorcensus.com/firm/mtm-financial-group-llc-bethlehem-pa-147221.md)) | 147221 | Bethlehem, PA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Northeast Financial Group, Inc.](https://advisorcensus.com/firm/northeast-financial-group-inc-allentown-pa-122609) ([md](https://advisorcensus.com/firm/northeast-financial-group-inc-allentown-pa-122609.md)) | 122609 | Allentown, PA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee, Performance fee |
| [O'Hagan Group, Inc.](https://advisorcensus.com/firm/o-hagan-group-inc-bethlehem-pa-315389) ([md](https://advisorcensus.com/firm/o-hagan-group-inc-bethlehem-pa-315389.md)) | 315389 | Bethlehem, PA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets |
| [Oaktree Advisors LLC](https://advisorcensus.com/firm/oaktree-advisors-llc-coopersburg-pa-168271) ([md](https://advisorcensus.com/firm/oaktree-advisors-llc-coopersburg-pa-168271.md)) | 168271 | Coopersburg, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Other |
| [Pleasantdale Wealth Management, LLC](https://advisorcensus.com/firm/pleasantdale-wealth-management-llc-hackettstown-nj-302034) ([md](https://advisorcensus.com/firm/pleasantdale-wealth-management-llc-hackettstown-nj-302034.md)) | 302034 | Hackettstown, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Quadrant Private Wealth Management, LLC](https://advisorcensus.com/firm/quadrant-private-wealth-management-llc-center-valley-pa-277044) ([md](https://advisorcensus.com/firm/quadrant-private-wealth-management-llc-center-valley-pa-277044.md)) | 277044 | Center Valley, PA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee, Other |
| [Renaissance Wealth Management, LLC](https://advisorcensus.com/firm/renaissance-wealth-management-llc-bethlehem-pa-174693) ([md](https://advisorcensus.com/firm/renaissance-wealth-management-llc-bethlehem-pa-174693.md)) | 174693 | Bethlehem, PA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Roche Asset Management, LLC](https://advisorcensus.com/firm/roche-asset-management-llc-allentown-pa-170528) ([md](https://advisorcensus.com/firm/roche-asset-management-llc-allentown-pa-170528.md)) | 170528 | Allentown, PA | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Rowan Financial LLC](https://advisorcensus.com/firm/rowan-financial-llc-bethlehem-pa-146650) ([md](https://advisorcensus.com/firm/rowan-financial-llc-bethlehem-pa-146650.md)) | 146650 | Bethlehem, PA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Sector Analysts LLC](https://advisorcensus.com/firm/sector-analysts-llc-allentown-pa-169789) ([md](https://advisorcensus.com/firm/sector-analysts-llc-allentown-pa-169789.md)) | 169789 | Allentown, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Shetland Financial, PLLC](https://advisorcensus.com/firm/shetland-financial-pllc-center-valley-pa-308958) ([md](https://advisorcensus.com/firm/shetland-financial-pllc-center-valley-pa-308958.md)) | 308958 | Center Valley, PA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Sigma Financial, Inc.](https://advisorcensus.com/firm/sigma-financial-inc-allentown-pa-123184) ([md](https://advisorcensus.com/firm/sigma-financial-inc-allentown-pa-123184.md)) | 123184 | Allentown, PA | State-registered investment adviser | Not reported | 38 | Fixed fee |
| [Stark Wealth Management LLC](https://advisorcensus.com/firm/stark-wealth-management-llc-bethlehem-pa-309422) ([md](https://advisorcensus.com/firm/stark-wealth-management-llc-bethlehem-pa-309422.md)) | 309422 | Bethlehem, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Stillwater Private Wealth](https://advisorcensus.com/firm/stillwater-private-wealth-allenton-pa-339794) ([md](https://advisorcensus.com/firm/stillwater-private-wealth-allenton-pa-339794.md)) | 339794 | Allenton, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Tiller Private Wealth, Inc.](https://advisorcensus.com/firm/tiller-private-wealth-inc-bethlehem-pa-111268) ([md](https://advisorcensus.com/firm/tiller-private-wealth-inc-bethlehem-pa-111268.md)) | 111268 | Bethlehem, PA | SEC-registered investment adviser | $500 million to $1 billion | 29 | % of assets, Fixed fee |
| [Valley National Advisers Inc](https://advisorcensus.com/firm/valley-national-advisers-inc-bethlehem-pa-110788) ([md](https://advisorcensus.com/firm/valley-national-advisers-inc-bethlehem-pa-110788.md)) | 110788 | Bethlehem, PA | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets, Hourly, Fixed fee |
| [Valor Capital Management LLC](https://advisorcensus.com/firm/valor-capital-management-llc-easton-pa-336472) ([md](https://advisorcensus.com/firm/valor-capital-management-llc-easton-pa-336472.md)) | 336472 | Easton, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Other |
| [Valor Investments and Planning LLC](https://advisorcensus.com/firm/valor-investments-and-planning-llc-easton-pa-323129) ([md](https://advisorcensus.com/firm/valor-investments-and-planning-llc-easton-pa-323129.md)) | 323129 | Easton, PA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Vista Financial Services LLC](https://advisorcensus.com/firm/vista-financial-services-llc-alpha-nj-165722) ([md](https://advisorcensus.com/firm/vista-financial-services-llc-alpha-nj-165722.md)) | 165722 | Alpha, NJ | State-registered investment adviser | Under $25 million | 13 | % of assets |

## Questions people ask

**How many financial advisory firms are there in Allentown, PA?**
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.

**How many fee-only financial advisors are in Allentown, PA?**
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.

**How many financial advisors in Allentown, PA offer financial planning?**
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.

**Are the financial advisors in Allentown, PA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Pennsylvania](https://advisorcensus.com/advisors/pa) (https://advisorcensus.com/advisors/pa.md)
- [Financial advisors in Allentown, PA](https://advisorcensus.com/advisors/pa/allentown) (https://advisorcensus.com/advisors/pa/allentown.md)
- [Fee-only financial advisors in Allentown, PA](https://advisorcensus.com/advisors/pa/allentown/fee-only) (https://advisorcensus.com/advisors/pa/allentown/fee-only.md)
- [Flat-fee financial advisors in Allentown, PA](https://advisorcensus.com/advisors/pa/allentown/flat-fee) (https://advisorcensus.com/advisors/pa/allentown/flat-fee.md)
- [Hourly financial advisors in Allentown, PA](https://advisorcensus.com/advisors/pa/allentown/hourly) (https://advisorcensus.com/advisors/pa/allentown/hourly.md)
- [Financial advisors in Bethlehem, PA](https://advisorcensus.com/advisors/pa/allentown/bethlehem) (https://advisorcensus.com/advisors/pa/allentown/bethlehem.md)
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- [Financial advisors in Lancaster](https://advisorcensus.com/advisors/pa/lancaster) (https://advisorcensus.com/advisors/pa/lancaster.md)
- [Financial advisors in Harrisburg](https://advisorcensus.com/advisors/pa/harrisburg) (https://advisorcensus.com/advisors/pa/harrisburg.md)
- [Financial advisors in Scranton](https://advisorcensus.com/advisors/pa/scranton) (https://advisorcensus.com/advisors/pa/scranton.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/pa/allentown.csv

Cite as: AdvisorCensus. Financial advisors in Allentown, PA: 43 firms from Form ADV filings as of October 2026.