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Find The Best Financial Advisors in Bethlehem, Pennsylvania

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Bethlehem is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bethlehem & pick the one as per your needs

How To Find The Best Financial Advisors in Bethlehem, Pennsylvania

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Bethlehem, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Bethlehem, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bethlehem, Pennsylvania have an average of 28 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Bethlehem, Pennsylvania

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Michael Scavullo

Solebury Investment Group, Llc.

215-794-3393

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Peter D. Shelp

Janney Montgomery Scott LLC

570-283-8140

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Andrew Rosen

Diversified, LLC

302-765-3500

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Frank Lepore

Bleakley Financial Group

973-244-4237

Top Financial Advisor Firms in Bethlehem, Pennsylvania (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
74 West Broad Street, Suite 340,
Bethlehem, PA, 18018
138638 $6,637,582,882 1646 A Percentage of AUM, Fixed Fees
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
2 West Market Street,
Bethlehem, PA, 18018
277044 $1,449,060,093 2508 A Percentage of AUM, Fixed Fees
VALLEY NATIONAL ADVISERS INC
1655 Valley Center Parkway, Suite 100
Bethlehem, PA, 18017
110788 $1,129,285,725 5118 A Percentage of AUM, Hourly charges, Fixed Fees
O'HAGAN GROUP, INC.
1429 West Broad Street,
Bethlehem, PA, 18018
315389 $559,287,313 1027 A Percentage of AUM
TILLER PRIVATE WEALTH, INC.
1412 Walter Street,
Bethlehem, PA, 18015
111268 $524,739,712 982 A Percentage of AUM, Fixed Fees
MTM FINANCIAL GROUP, LLC
4505 Hanoverville Road,
Bethlehem, PA, 18020
147221 $377,800,000 2120 A Percentage of AUM, Hourly charges, Fixed Fees
ARGYLE CAPITAL MANAGEMENT INC
74 West Market Street,
Bethlehem, PA, 18018
106576 $331,417,358 143 A Percentage of AUM, Other (AD HOC CONSULTING OR ADMINISTRATIVE FEES)

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