Best Financial Advisors in BETHLEHEM, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BETHLEHEM
TILLER PRIVATE WEALTH, INC.
BETHLEHEM, PA · Since 1996
VALLEY NATIONAL ADVISERS INC
BETHLEHEM, PA · Since 1985
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
BETHLEHEM, PA · Since 2006
O'HAGAN GROUP, INC.
BETHLEHEM, PA · Since 2021
KEYVANTAGE WEALTH ADVISORS
BETHLEHEM, PA · Since 2024
LIBERTY SQUARE WEALTH PARTNERS LLC
BETHLEHEM, PA · Since 2024
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.