# Valley National Advisers Inc

> Valley National Advisers Inc is an SEC-registered investment advisory firm in Bethlehem, PA, registered since 1985, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 110788
- Filed as: VALLEY NATIONAL ADVISERS INC
- Also doing business as: VALLEY NATIONAL FINANCIAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethlehem, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110788
- AdvisorCensus page: https://advisorcensus.com/firm/valley-national-advisers-inc-bethlehem-pa-110788

## Quick answers

**How is Valley National Advisers Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Valley National Advisers Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Valley National Advisers Inc located?**
Valley National Advisers Inc's principal office is in Bethlehem, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Valley National Advisers Inc registered with the SEC or a state?**
Valley National Advisers Inc is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 110788.

**How much does Valley National Advisers Inc manage?**
Valley National Advisers Inc reports $1,310,550,210 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Valley National Advisers Inc's assets and staff changed since 2021?**
In the Form ADV data for Valley National Advisers Inc: Regulatory assets under management: $1,105,560,995 in the October 2021 data and $1,310,550,210 in the October 2026 data, up 19%. Total employees: 15 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valley National Advisers Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (943); high net worth individuals (410); corporations or other businesses not listed above (18).

**Does Valley National Advisers Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110788

**Does Valley National Advisers Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Minimum assets under management for NEW relationships is $500,000.00."

**What changed in Valley National Advisers Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,131,857,422 to $1,310,550,210 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $500,000

> Minimum assets under management for NEW relationships is $500,000.00.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,310,550,210
- Discretionary: $1,304,862,800
- Non-discretionary: $5,687,410

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 943 | $228,951,981 |
| High net worth individuals | 410 | $1,066,984,571 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $4,058,573 |
| Charitable organizations | 10 | $4,723,473 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 18 | $5,831,612 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1985 (41 years)
- Employees: 13 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, DE, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Johnstown, PA
- Phillipsburg, NJ

### Websites listed on Form ADV (Item 1.I)
- myretirementpro.com
- theweeklycommentary.com
- valleynationalgroup.com
- vimeo.com/VNFASINCE1985
- yourfinancialchoices.com
- zurillafinancial.com
- Facebook @VALLEYNATIONALFINANCIALADVISORS
- LinkedIn @VALLEY-NATIONAL-FINANCIAL-ADVISORS
- YouTube @VNFASINCE1985

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,105,560,995 | 15 | September 28, 2021 |
| October 2022 | $1,254,691,224 | 15 | June 30, 2022 |
| October 2023 | $1,129,285,725 | 15 | March 31, 2023 |
| October 2024 | $1,301,950,845 | 15 | August 6, 2024 |
| October 2025 | $1,131,857,422 | 12 | March 27, 2025 |
| October 2026 | $1,310,550,210 | 13 | March 27, 2026 |

Regulatory assets under management: $1,105,560,995 in the October 2021 data and $1,310,550,210 in the October 2026 data, up 19%.
Total employees: 15 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,131,857,422 to $1,310,550,210 (+16%).

### January 2026
- No longer registered or notice-filed in CO, NH, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valley National Advisers Inc (CRD 110788): Form ADV filing data as of October 2026.