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
| $298,329,364 | 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.
Methodology
To generate our top financial advisors list in Scranton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Scranton. 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.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesPublication Of Periodicals Or NewslettersEducational 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.
Methodology
To generate our top financial advisors list in Scranton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Scranton. 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.
Your first meeting is free.