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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA, ALLENTOWN
11 advisers found
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
SECTOR ANALYSTS LLC
Allentown, PA
AUM
$238.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-945-8014
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
ENGLEBERT FINANCIAL ADVISERS, LLC
Allentown, PA
AUM
$156.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484-350-3301
LIBERTY ASSET MANAGEMENT
Allentown, PA
AUM
$141.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610 398-7333
A BETTER WAY FINANCIAL, LLC
Allentown, PA
AUM
$109.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-440-1700
GURNIAK FINANCIAL ADVISORS, INC.
Allentown, PA
AUM
$68.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
610-398-0300
ROCHE ASSET MANAGEMENT, LLC
Allentown, PA
AUM
$14.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
610-530-8042
GIRARD PENSION SERVICES, LLC
Allentown, PA
AUM
$733.8M
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
610-821-1331
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