Best Financial Advisors in BETHLEHEM, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in BETHLEHEM
TILLER PRIVATE WEALTH, INC.
BETHLEHEM, PA · Since 1996
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
BETHLEHEM, PA · Since 2006
O'HAGAN GROUP, INC.
BETHLEHEM, PA · Since 2021
LIBERTY SQUARE WEALTH PARTNERS LLC
BETHLEHEM, PA · Since 2024
KEYVANTAGE WEALTH ADVISORS
BETHLEHEM, PA · Since 2024
VALLEY NATIONAL ADVISERS INC
BETHLEHEM, PA · Since 1985
MTM FINANCIAL GROUP, LLC
BETHLEHEM, PA · Since 2015
STARK WEALTH MANAGEMENT LLC
BETHLEHEM, PA · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in BETHLEHEM?
The median advisory fee in BETHLEHEM, PA is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.