Top 6 advisors in Allentown
We’ve curated a list of the best financial advisors in Allentown, take a look at it below
Find an advisor in Allentown| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $501,146,748 | 5 advisors | ||
| 2 | $465,675,498 | 5 advisors | ||
| 3 | $262,278,856 | 8 advisors | ||
| 4 | $165,151,927 | 2 advisors | ||
| 5 | $112,545,555 | 4 advisors | ||
| 6 | $69,177,826 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Allentown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Allentown. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Baldrige Asset Management
Assets under management
$501,146,748
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
2. Energy Power Management I, LLC
Assets under management
$465,675,498
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Morton Brown Family Wealth LLC
Assets under management
$262,278,856
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. Sector Analysts LLC
Assets under management
$165,151,927
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Erickson Financial Group, LLC
Assets under management
$112,545,555
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Liberty Asset Management
Assets under management
$69,177,826
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION OF OTHER ADVISERS FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Your first meeting is free.