Top financial advisors in Scranton, PA
We've curated a list of the best financial advisors in Scranton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $298,329,364 Number of advisors 8 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.
Get matched with an advisorMethodology
To find the top financial advisors in Scranton, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Alliance Wealth Advisors, LLC
Alliance Wealth Advisors, LLC, established in 2017, specializes in providing wealth management and financial planning services to individual clients, business owners, and retirement plans. The firm manages over $498 million in Regulatory Assets Under Management as of December 31, 2024. Their financial planning services cover various aspects such as retirement planning, education planning, estate planning, and more. Alliance offers a discretionary asset management program known as the Alliance Investment Management Program, with multiple strategies ranging from conservative to aggressive. Clients can impose reasonable restrictions on the management of their accounts. The firm acts as a fiduciary under ERISA and the Internal Revenue Code, ensuring duties and obligations are met. Alliance does not provide services for performance-based fees and primarily serves individuals, institutions, businesses, trusts, and retirement plans. Their investment strategy involves fundamental analysis, performance consistency, and risk assessment. Clients are encouraged to review their accounts regularly, with account statements provided by the custodian. The firm does not vote client securities and does not have any financial disclosures required. Alliance receives compensation from third-party referrals and financial institutions for providing advisory services.
$298,329,364 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
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.
Get matched with an advisorMethodology
To find the top financial advisors in Scranton, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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