AdvisorCensus / Financial advisors / Pennsylvania / Allentown, PA / Branch offices
Advisory firms with an office in Allentown, PA, headquartered elsewhere
36 investment advisory firms with a principal office outside the Allentown, PA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Aegis Capital Corp. | West Milford, NJ | New York, NY | SEC-registered investment adviser |
| Amicus Financial Advisors, LLC | Easton, PA | Lubbock, TX | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Center Valley, PA | Newport Beach, CA | SEC-registered investment adviser |
| Beirne. | Center Valley, PA | Darien, CT | SEC-registered investment adviser |
| Capital Analysts | Bethlehem, PA | Fort Washington, PA | SEC-registered investment adviser |
| Captrust | Allentown, PA | Raleigh, NC | SEC-registered investment adviser |
| CW Advisors, LLC | Bethlehem, PA | Boston, MA | SEC-registered investment adviser |
| Diversify Advisory Services, LLC | Bethlehem, PA | South Jordan, UT | SEC-registered investment adviser |
| Gladstone Wealth Partners | Hackettstown, NJ | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Global Retirement Partners LLC | Allentown, PA | San Rafael, CA | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Allentown, PA | Berwyn, PA | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Allentown, PA | Conshohocken, PA | SEC-registered investment adviser |
| Horse Cove Partners LLC | Center Valley, PA | Atlanta, GA | SEC-registered investment adviser |
| Independent Financial Partners | Allentown, PA | Tampa, FL | SEC-registered investment adviser |
| J. W. Cole Advisors, Inc. | Bethlehem, PA | Tampa, FL | SEC-registered investment adviser |
| Lincoln Investment | Bethlehem, PA | Fort Washington, PA | SEC-registered investment adviser |
| Lombard Advisers Incorporated | Allentown, PA | Baltimore, MD | SEC-registered investment adviser |
| M Holdings Securities, Inc. | Allentown, PA | Portland, OR | SEC-registered investment adviser |
| Mariner | Bethlehem, PA | Overland Park, KS | SEC-registered investment adviser |
| McDermott Investment Advisors, LLC | Allentown, PA | Naples, FL | SEC-registered investment adviser |
| Modera Wealth Management, LLC | Allentown, PA | Westwood, NJ | SEC-registered investment adviser |
| New Edge Wealth | Allentown, PA | Stamford, CT | SEC-registered investment adviser |
| Newedge Advisors | Bethlehem, PA | New Orleans, LA | SEC-registered investment adviser |
| Oneascent Financial Services LLC | Allentown, PA | Birmingham, AL | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Whitehall, PA | Parsippany, NJ | SEC-registered investment adviser |
| Prime Capital Financial | Center Valley, PA | Overland Park, KS | SEC-registered investment adviser |
| Private Advisor Group, LLC | Center Valley, PA | Morristown, NJ | SEC-registered investment adviser |
| River Wealth Advisors LLC | Allentown, PA | Camp Hill, PA | SEC-registered investment adviser |
| RKL Private Wealth | Allentown, PA | Lancaster, PA | SEC-registered investment adviser |
| Royal Fund Management, LLC | Easton, PA | Lady Lake, FL | SEC-registered investment adviser |
| Seia | Bethlehem, PA | Los Angeles, CA | SEC-registered investment adviser |
| Sequent Planning, LLC | Bethlehem, PA | Omaha, NE | SEC-registered investment adviser |
| Stonex Advisors Inc. | Schnecksville, PA | Birmingham, AL | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Allentown, PA | Lawrence, KS | SEC-registered investment adviser |
| Vantage Financial Group, Inc. | Bethlehem, PA | Cleveland, OH | SEC-registered investment adviser |
| Vicus Capital, Inc. | Bethlehem, PA | State College, PA | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Allentown, PA on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Latitude Advisors, LLC | Allentown, PA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Allentown, PA, headquartered elsewhere. https://advisorcensus.com/advisors/pa/allentown/branch-offices https://advisorcensus.com/advisors/pa/allentown/branch-offices