Best Financial Advisors in CENTER VALLEY, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$548M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in CENTER VALLEY
#1
100
ARGYLE CAPITAL MANAGEMENT, LLC
CENTER VALLEY, PA · Since 1983
$356M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
95
HAMEL ASSOCIATES,INC.
CENTER VALLEY, PA · Since 1990
$548M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
95
MB, LEVIS & ASSOCIATES,LLC
CENTER VALLEY, PA · Since 2012
$412M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
90
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CENTER VALLEY, PA · Since 2015
$2.1B AUM12 clientsFee: 0%
Broker-Dealer
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 CENTER VALLEY?
The median advisory fee in CENTER VALLEY, PA is 0.95% of assets under management per year, based on Form ADV filings from 4 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.