How many financial advisors are in Center Valley, Pennsylvania?

Falists lists 8 registered investment advisers with a principal office or filing address in Center Valley, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in Center Valley charge fees?

Fee structures vary by firm. In Center Valley, 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 Center Valley?

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 · 8 advisers

Financial Advisors in Center Valley, Pennsylvania

Looking for a financial advisor in Center Valley, Pennsylvania? Falists indexes 8 SEC-registered and state-registered investment advisers in Center Valley — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $2.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.10B

Financial planning

Filter by specialty

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

All Wealth5 Planning7 Trusts6 Retirement1 Institutional4

Top advisors in Center Valley

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

View all 8 →

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Center Valley, PA

AUM

$2.10B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

12 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

610-849-2743

Full profile Visit site →

HAMEL ASSOCIATES,INC.

Center Valley, PA

AUM

$548.3M

Financial PlanningWealth MgmtTrusts & Estates

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

973-665-1400

Full profile Visit site →

MB, LEVIS & ASSOCIATES,LLC

Center Valley, PA

AUM

$411.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

610-419-9690

Full profile Visit site →

ARGYLE CAPITAL MANAGEMENT, LLC

Center Valley, PA

AUM

$355.7M

Wealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM; CONSULTING OR ADMINISTRATIVE FEES

610-997-3777

Full profile Visit site →

BRIGHTSIDE WEALTH PLANNING, LLC

Center Valley, PA

AUM

$84.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

484-224-3478

Full profile Visit site →

SHETLAND FINANCIAL, PLLC

Center Valley, PA

AUM

$3.1M

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(610) 214-0100

Full profile Visit site →

CAPITAL PLANNING WEALTH MANAGEMENT

Center Valley, PA

AUM

—

Financial PlanningFee-Only/Hourly

Team

6 advisors

Clients

26-50

Fees

Hourly charges; Fixed fees

610-871-3500

Full profile Visit site →

100 PLUS PLANNING

Center Valley, PA

AUM

—

Financial Planning

Team

1 advisors

Clients

1-10

Fees

Subscription fees; Fixed fees

610-403-9470

Full profileNo website

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Common questions

How many financial advisors are in Center Valley, Pennsylvania?: 8 registered investment advisers are listed in our Center Valley directory, sourced from public SEC filings.
What types of advisors are in Center Valley?: 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 Center Valley?: 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.