Top financial advisors in Center Valley, PA
We’ve curated a list of the best financial advisors in Center Valley, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$307,933,325
Number of advisors
4 advisors
| $307,933,325 | 4 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 Center Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Center Valley. 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.
Mb, Levis & Associates,llc
MB, Levis & Associates, LLC is a registered investment adviser established in 2012 in Pennsylvania. The firm offers discretionary investment advisory services on a fee-only basis, with annual fees typically ranging between negotiable and 1.00% based on assets under management. Additional financial planning and consulting services are available upon request. Clients have the option to engage other professionals for non-investment services, with the firm not serving as an attorney, accountant, or insurance agent. MB, Levis primarily allocates client assets among individual equity, debt securities, mutual funds, and ETFs based on designated investment objectives. The firm does not participate in wrap fee programs and had $374,821,801 in discretionary assets under management as of December 31, 2024. MB, Levis does not accept compensation from the sale of securities or other investment products and does not charge performance-based fees. Clients include high net worth individuals, corporate pension plans, charitable organizations, and trusts. The firm's investment strategies involve long-term and short-term purchases, with a focus on fundamental analysis. MB, Levis recommends Charles Schwab as a custodian and broker, with fees generally not exceeding 1.00% annually and a minimum fee of $5,000. The firm does not accept compensation for client referrals and maintains a Code of Ethics to prevent the misuse of material non-public information. Clients receive regular account statements and have the option to impose restrictions on discretionary authority. Proxy voting is conducted in the best interest of shareholders, and the firm does not foresee any financial impairments affecting client commitments. For further details or inquiries, clients can contact Leslie Childs, Chief Compliance Officer.
$307,933,325 under management
4 advisors
Fee structure
A percentage of assets under your management
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 Center Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Center Valley. 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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