How many financial advisors are in Allentown, Pennsylvania?

Falists lists 13 registered investment advisers with a principal office or filing address in Allentown, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in Allentown charge fees?

Fee structures vary by firm. In Allentown, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Allentown?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Pennsylvania · 13 advisers

Financial Advisors in Allentown, Pennsylvania

Looking for a financial advisor in Allentown, Pennsylvania? Falists indexes 13 SEC-registered and state-registered investment advisers in Allentown — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $1.44B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.44B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth11 Planning10 Trusts9 Retirement4 Institutional4

Top advisors in Allentown

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

NORTHEAST FINANCIAL GROUP, INC.

Allentown, PA

AUM

$1.44B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

570-688-9898

Full profile Visit site →

MORTON BROWN FAMILY WEALTH LLC

Allentown, PA

AUM

$483.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

610-709-5072

Full profile Visit site →

SECTOR ANALYSTS LLC

Allentown, PA

AUM

$238.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

610-945-8014

Full profile Visit site →

ERICKSON FINANCIAL GROUP, LLC

Allentown, PA

AUM

$198.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(484) 209-5270

Full profile Visit site →

Allentown, PA

AUM

$733.8M

Wealth MgmtInstitutional

Team

7 advisors

Clients

Fees

Percentage of AUM

610-821-1331

Full profileNo website

DEEP DRAFT CONSULTING, LLC

Allentown, PA

AUM

—

Financial PlanningFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Hourly charges · Fixed fees +1 more

610-437-1375

Full profileNo website

SIGMA FINANCIAL, INC.

Allentown, PA

AUM

—

Financial PlanningTrusts & Estates

Team

4 advisors

Clients

101-250

Fees

Fixed fees

610-481-9870

Full profileNo website

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in Allentown, Pennsylvania?: 13 registered investment advisers are listed in our Allentown directory, sourced from public SEC filings.
What types of advisors are in Allentown?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Allentown?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.