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Registered Investment Advisers
Alphabetical directory; please purchase a PDF version of the list as it appeared in the paper if you wish to see a ranked list
Company
Website
Phone
Headquarters
Year established locally
Types of clients
AnchorPoint Wealth Management Inc.
www.anchorpointwealthmanagement.com
610-439-1515
Allentown
1960
Individuals, businesses
ATA Financial Group LLC
www.atafinancial.com
610-433-3866
Whitehall
1983
Individuals, business, estates, trusts, non-profit and retirement plans
CAPTRUST Financial Advisors
www.captrust.com
610-865-2600
Raleigh, N.C.
2015
Financial advisory services to industry leading companies, their owners and executive teams, families with substantial wealth, family offices, high net worth individuals, retirement plans and endowments and foundations.
Client 1st Financial LLC
www.c1fin.com
610-841-3037
Fogelsville
2011
Those within five years of retiring, in the process of changing jobs, looking for more guidance on their retirement and estate conservation strategies
Cornerstone Advisors Asset Management, LLC
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1997
High-net-worth individuals, middle-market institutions and municipalities
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Individuals and small business
Girard Investment Services LLC
www.meetgirard.com
215-721-2112
Souderton
1999
Individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations
Good Life Companies
www.goodlifefa.com
610-898-6927
Reading
2012
Retail, high net worth, institutional plans
Quadrant Private Wealth
www.quadrantprivatewealth.com
610-849-2740
Bethlehem
2014
High net worth individuals, businesses, foundations
The Rockland Group - Wealth Management LLC
www.rocklandwealth.com
610-606-0555
Bethlehem
2003
Executive level management, businesses, individuals approaching retirement, estate planning clients and wealth accumulation clients
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Individuals
Van Reed Wealth Management LLC
www.vanreedwealth.com
610-376-6334
Reading
2006
Individuals, trusts, estates, defined contribution, 401k plans, not-for-profit entities, foundations, endowments
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