AdvisorCensus / Financial advisors / Pennsylvania / Allentown, PA / Charles Schwab
Financial advisors in Allentown, PA using Charles Schwab
21 SEC-registered investment advisory firms headquartered in the Allentown, PA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| A Better Way Financial, LLC | Allentown | SEC-registered investment adviser | $100 million to $500 million |
| Argyle Capital Management, LLC | Center Valley | SEC-registered investment adviser | $100 million to $500 million |
| Cornerstone Advisors Asset Management, LLC | Bethlehem | SEC-registered investment adviser | Over $5 billion |
| Englebert Financial Advisers, LLC | Allentown | SEC-registered investment adviser | $100 million to $500 million |
| Erickson Financial Group, LLC | Allentown | SEC-registered investment adviser | $100 million to $500 million |
| Girard Pension Services, LLC | Allentown | SEC-registered investment adviser | $500 million to $1 billion |
| Hamel Associates,inc. | Allentown | SEC-registered investment adviser | $500 million to $1 billion |
| Keyvantage Wealth Advisors | Bethlehem | SEC-registered investment adviser | $100 million to $500 million |
| Liberty Square Wealth Partners LLC | Bethlehem | SEC-registered investment adviser | $500 million to $1 billion |
| MB, Levis & Associates,llc | Center Valley | SEC-registered investment adviser | $100 million to $500 million |
| Milestone Financial Associates, LLC | Macungie | SEC-registered investment adviser | $500 million to $1 billion |
| Morton Brown Family Wealth LLC | Allentown | SEC-registered investment adviser | $100 million to $500 million |
| MTM Financial Group, LLC | Bethlehem | SEC-registered investment adviser | $500 million to $1 billion |
| Northeast Financial Group, Inc. | Allentown | SEC-registered investment adviser | $1 billion to $5 billion |
| O'Hagan Group, Inc. | Bethlehem | SEC-registered investment adviser | $1 billion to $5 billion |
| Pleasantdale Wealth Management, LLC | Hackettstown | SEC-registered investment adviser | $100 million to $500 million |
| Quadrant Private Wealth Management, LLC | Center Valley | SEC-registered investment adviser | $1 billion to $5 billion |
| Sector Analysts LLC | Allentown | SEC-registered investment adviser | $100 million to $500 million |
| Stark Wealth Management LLC | Bethlehem | SEC-registered investment adviser | $100 million to $500 million |
| Stillwater Private Wealth | Allenton | SEC-registered investment adviser | $100 million to $500 million |
| Tiller Private Wealth, Inc. | Bethlehem | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Allentown, PA using Charles Schwab. https://advisorcensus.com/advisors/pa/allentown/custodians/charles-schwab https://advisorcensus.com/advisors/pa/allentown/custodians/charles-schwab