Top financial advisors in Bethlehem, PA
We’ve curated a list of the best financial advisors in Bethlehem, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,125,713,345
Number of advisors
15 advisors
| $1,125,713,345 | 15 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bethlehem, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bethlehem. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Valley National Advisers Inc
Valley National Advisers Inc. is a Registered Investment Adviser established on August 30, 1985. The firm offers individualized portfolio management services, with assets under management totaling $1,125,713,345 on a discretionary basis and $3,572,380 on a nondiscretionary basis as of December 31, 2022. Investment strategies include long-term purchases, short-term purchases, trading, and margin transactions. Clients pay an Advisory Fee based on their account asset value, with a minimum initial investment requirement of $500,000. The firm provides financial planning services ranging from $500 to $10,000 based on complexity. Valley National Advisers Inc. acts as a fiduciary, reviewing client portfolios regularly and providing services in the client's best interest. The firm may recommend professionals for non-investment services and receives compensation from Schwab for client referrals. Clients may choose their own custodian, but the firm generally recommends Schwab. Valley National Advisers Inc. does not vote on proxy statements but may tender shares under certain circumstances. For any questions, clients can contact the Chief Compliance Officer, Matthew E. Petrozelli.
$1,125,713,345 under management
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bethlehem, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bethlehem. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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