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 Reading is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Reading & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Reading, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and non-vetted financial advisors in Reading, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Reading, 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CONNORS INVESTOR SERVICES INC 1210 Broadcasting Road, Suite 200 Wyomissing, PA, 19610-3213 | 106993 | $968,328,810 | 602 | A Percentage of AUM |
MARRELLA PRIVATE WEALTH, LLC 1250 Broadcasting Rd, #102 Wyomissing, PA, 19610 | 327397 | $430,375,441 | 2284 | A Percentage of AUM, Fixed Fees |
LOUNTZIS ASSET MANAGEMENT, LLC 60 Commerce Drive, Wyomissing, PA, 19610 | 118923 | $415,329,343 | 275 | A Percentage of AUM |
WEIK CAPITAL MANAGEMENT 18 Commerce Drive, Wyomissing, PA, 19610-1068 | 107068 | $270,543,376 | 192 | A Percentage of AUM |
ALLIANCE FINANCIAL 12 Commerce Drive, Wyomissing, PA, 19610 | 319679 | $185,067,086 | 901 | A Percentage of AUM, Hourly charges, Fixed Fees |
ATLAS WEALTH PARTNERS LLC 2 Meridian Boulevard, First Floor Wyomissing, PA, 19610 | 175219 | $163,349,110 | 759 | A Percentage of AUM, Hourly charges |
WALSKY INVESTMENT MANAGEMENT INC 2650 Westview Drive, Wyomissing, PA, 19610-1187 | 106991 | $110,826,179 | 229 | A Percentage of AUM |
BERKSHIRE ADVISORS, INC. 2240 Ridgewood Road, Suite 101 Wyomissing, PA, 19610 | 122389 | $104,181,337 | 150 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (401K) |
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