Firms by city
Registered investment advisers in Bethlehem, PA
8 SEC-registered advisers headquartered in Bethlehem, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Cornerstone Advisors Asset Management | Bethlehem, PA | $9.57B |
| Valley National Advisers | Bethlehem, PA | $1.31B |
| O'Hagan Group | Bethlehem, PA | $1.25B |
| MtM Financial Group | Bethlehem, PA | $772M |
| Tiller Private Wealth | Bethlehem, PA | $730M |
| Liberty Square Wealth Partners | Bethlehem, PA | $568M |
| KeyVantage Wealth | Bethlehem, PA | $339M |
| Stark Wealth Management | Bethlehem, PA | $262M |
- Headquarters
- Bethlehem, PA
- Regulatory AUM
- $9.57B
- Headquarters
- Bethlehem, PA
- Regulatory AUM
- $1.31B
- Headquarters
- Bethlehem, PA
- Regulatory AUM
- $1.25B
- Headquarters
- Bethlehem, PA
- Regulatory AUM
- $772M
- Headquarters
- Bethlehem, PA
- Regulatory AUM
- $730M
- Headquarters
- Bethlehem, PA
- Regulatory AUM
- $568M
- Headquarters
- Bethlehem, PA
- Regulatory AUM
- $339M
- Headquarters
- Bethlehem, PA
- Regulatory AUM
- $262M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Bethlehem on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.