Top 7 financial advisor firms in Allentown

7 SEC-registered financial advisor firms are headquartered in Allentown, PA, with $1.88B in combined regulatory assets under management. The largest by assets are Hamel Associates ($548M), Morton Brown Family Wealth ($483M) and Sector Analysts ($238M).

7
Financial advisor firms: $1.88B
Their combined AUM: $199M
Median firm AUM: 2,318
Clients of the top 7

The 7 largest by assets

1
Hamel Associates
RIA
$548M
Up to 1.00%
2
Morton Brown Family Wealth
RIA
$483M
0.50% to 1.25% a year
3
Sector Analysts
RIA
$238M
0.80% to 1.00% a year
4
Erickson Financial Group
RIA
$199M
0.50% to 1.00% a year
5
Englebert Financial Advisers
RIA
$157M
Regulatory AUM
6
Liberty Asset Management
RIA
$141M
1.00% to 1.50% a year
7
A Better Way Financial
RIA
$109M
Regulatory AUM

Profiles of the top 7

No. 1 · RIA

Hamel Associates

Hamel Associates is an investment adviser based in Allentown, PA, registered with the SEC since 1990. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $548 million, as filed on 22 September 2026.

Hamel Associates charges up to 1.00% for its Asset-based fee schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $548M
Clients: 127
Advisory staff: 5
Founded: 1990
Fee schedule: Up to 1.00%
Custodians: Charles Schwab
Headquarters: 1150 Glenlivet DR., Suite A-12, Allentown, PA 18106
Phone: 835-282-2820
Website: hamelassociatesinc.com

No. 2 · RIA

Morton Brown Family Wealth

Morton Brown Family Wealth is an investment adviser based in Allentown, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $483 million, as filed on 12 May 2026.

Morton Brown Family Wealth charges 0.50%–1.25% a year for its Investment Advisory Services.

Regulatory AUM: $483M
Clients: 272
Advisory staff: 5
Founded: 2018
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 600 W. Hamilton Street, Suite 510, Allentown, PA 18101
Phone: 610-709-5072
Website: mortonbrownfw.com

No. 3 · RIA

Sector Analysts

Sector Analysts is an investment adviser based in Allentown, PA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $238 million, as filed on 26 March 2026.

Sector Analysts charges 0.80%–1.00% a year for its Wrap Asset Management.

Regulatory AUM: $238M
Clients: 677
Advisory staff: 2
Fee schedule: 0.80% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 6126 Hamilton BLVD., Suite 103, Allentown, PA 18106
Phone: 610-945-8014
Website: sectoranalysts.com

No. 4 · RIA

Erickson Financial Group

Erickson Financial Group is an investment adviser based in Allentown, PA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $199 million, as filed on 26 February 2026.

Erickson Financial Group charges 0.50%–1.00% a year for its Investment management services.

Regulatory AUM: $199M
Clients: 260
Advisory staff: 3
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1011 Brookside Road, Suite 165, Allentown, PA 18106
Phone: 484-209-5270
Website: ericksonfinancialgroup.com

No. 5 · RIA

Englebert Financial Advisers

Englebert Financial Advisers is an investment adviser based in Allentown, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $157 million, as filed on 18 June 2026.

Regulatory AUM: $157M
Clients: 297
Advisory staff: 3
Custodians: Charles Schwab, Newedge Securities
Headquarters: 1275 Glenlivet Drive, Suite 335, Allentown, PA 18106
Phone: 484-350-3301
Website: englebertfinancialadvisers.com

No. 6 · RIA

Liberty Asset Management

Liberty Asset Management is an investment adviser based in Allentown, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $141 million, as filed on 13 August 2026.

Liberty Asset Management charges 1.00%–1.50% a year for its Investment Supervisory Services.

Regulatory AUM: $141M
Clients: 331
Advisory staff: 6
Fee schedule: 1.00% to 1.50% a year
Minimum account: $50,000
Custodians: Fidelity
Headquarters: 3570 Hamilton BLVD., Suite 301, Allentown, PA 18103
Phone: 610-398-7333

No. 7 · RIA

A Better Way Financial

A Better Way Financial is an investment adviser based in Allentown, PA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $109 million, as filed on 21 September 2026.

Regulatory AUM: $109M
Clients: 354
Advisory staff: 5
Custodians: Charles Schwab
Headquarters: 6357 Airport Road, Allentown, PA 18109
Phone: 610-440-1700
Website: abetterwayfinancial.com

Questions about financial advisors in Allentown

How many financial advisor firms are headquartered in Allentown?

7 SEC-registered financial advisor firms report their principal office in Allentown, PA, managing $1.88B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Allentown?

Hamel Associates, with $548M in regulatory assets under management on its latest Form ADV. The next largest are Morton Brown Family Wealth ($483M) and Sector Analysts ($238M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Allentown?

The median firm manages $199M in regulatory assets. That is the midpoint of the 7 firms headquartered in Allentown.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Allentown charge?

Of the 7 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Allentown?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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