Top 7 financial advisor firms in Bethlehem

7 SEC-registered financial advisor firms are headquartered in Bethlehem, PA, with $5.23B in combined regulatory assets under management. The largest by assets are Valley National Advisers ($1.31B), O'Hagan Group ($1.25B) and MtM Financial Group ($772M).

7
Financial advisor firms: $5.23B
Their combined AUM: $730M
Median firm AUM: 7,214
Clients of the top 7

The 7 largest by assets

1
Valley National Advisers
RIA
$1.31B
0.40% to 1.00% a year
2
O'Hagan Group
RIA
$1.25B
0.75% to 1.00% a year
3
MtM Financial Group
RIA
$772M
1.00% to 2.00% a year
4
Tiller Private Wealth
RIA
$730M
Up to 1.15% a year
5
Liberty Square Wealth Partners
RIA
$568M
0.50% to 1.50% a year
6
KeyVantage Wealth
RIA
$339M
0.35% to 1.25% a year
7
Stark Wealth Management
RIA
$262M
1.00% to 1.00% a year

Profiles of the top 7

No. 1 · RIA

Valley National Advisers

Valley National Advisers is an investment adviser based in Bethlehem, PA, registered with the SEC since 1985. 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 $1.31 billion, as filed on 27 March 2026.

Valley National Advisers charges 0.40%–1.00% a year for its Discretionary Fee Schedule.

Regulatory AUM: $1.31B
Clients: 1,391
Advisory staff: 10
Fee schedule: 0.40% to 1.00% a year
Minimum account: $500,000
Headquarters: 1655 Valley Center Parkway, Suite 100, Bethlehem, PA 18017
Phone: 610-868-9000
Website: valleynationalgroup.com

No. 2 · RIA

O'Hagan Group

O'Hagan Group is an investment adviser based in Bethlehem, PA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.25 billion, as filed on 30 March 2026.

O'Hagan Group charges 0.75%–1.00% a year for its Investment Management Fees.

Regulatory AUM: $1.25B
Clients: 900
Advisory staff: 10
Fee schedule: 0.75% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1429 West Broad Street, Bethlehem, PA 18018
Phone: 610-625-8855
Website: theohagangroup.net

No. 3 · RIA

MtM Financial Group

MtM Financial Group is an investment adviser based in Bethlehem, PA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $772 million, as filed on 19 August 2026.

MtM Financial Group charges 1.00%–2.00% a year for its Investment Supervisory Services.

Regulatory AUM: $772M
Clients: 3,276
Advisory staff: 9
Fee schedule: 1.00% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 4505 Hanoverville Road, Bethlehem, PA 18020
Phone: 610-746-7007
Website: morethanmoneyonline.com

No. 4 · RIA

Tiller Private Wealth

Tiller Private Wealth is an investment adviser based in Bethlehem, PA, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $730 million, as filed on 5 May 2026.

Tiller Private Wealth charges up to 1.15% a year for its Investment Management Fees.

Regulatory AUM: $730M
Clients: 348
Advisory staff: 6
Founded: 1996
Fee schedule: Up to 1.15% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 1412 Walter Street, Bethlehem, PA 18015
Phone: 610-954-9940
Website: tillerpw.com

No. 5 · RIA

Liberty Square Wealth Partners

Liberty Square Wealth Partners is an investment adviser based in Bethlehem, PA, registered with the SEC since 2024. 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 $568 million, as filed on 15 May 2026.

Liberty Square Wealth Partners charges 0.50%–1.50% a year for its Wealth Management Services.

Regulatory AUM: $568M
Clients: 625
Advisory staff: 5
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017
Phone: 610-865-5803
Website: libertysquarewealth.com

No. 6 · RIA

KeyVantage Wealth

KeyVantage Wealth is an investment adviser based in Bethlehem, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $339 million, as filed on 23 March 2026.

KeyVantage Wealth charges 0.35%–1.25% a year for its Individually Managed Accounts.

Regulatory AUM: $339M
Clients: 143
Advisory staff: 4
Founded: 2024
Fee schedule: 0.35% to 1.25% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 95 Highland Avenue, Suite 310, Bethlehem, PA 18017
Phone: 484-935-3003
Website: keyvantagewealth.com

No. 7 · RIA

Stark Wealth Management

Stark Wealth Management is an investment adviser based in Bethlehem, PA, registered with the SEC since 2024. 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 $262 million, as filed on 17 March 2026.

Stark Wealth Management charges 1.00% a year for its Portfolio Management Services.

Regulatory AUM: $262M
Clients: 531
Advisory staff: 4
Fee schedule: 1.00% to 1.00% a year
Custodians: SEI Investments Distribution, Capital Client Group, Charles Schwab
Headquarters: 79 West Market St Suite 100, Bethlehem, PA 18018
Phone: 610-419-9894
Website: starkfinancialgroup.com

Questions about financial advisors in Bethlehem

How many financial advisor firms are headquartered in Bethlehem?

7 SEC-registered financial advisor firms report their principal office in Bethlehem, PA, managing $5.23B in regulatory assets between them. The other 1 adviser 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 Bethlehem?

Valley National Advisers, with $1.31B in regulatory assets under management on its latest Form ADV. The next largest are O'Hagan Group ($1.25B) and MtM Financial Group ($772M).

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

How large is a typical financial advisor firm in Bethlehem?

The median firm manages $730M in regulatory assets. That is the midpoint of the 7 firms headquartered in Bethlehem.

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

How much do financial advisors in Bethlehem charge?

Of the 7 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% 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 Bethlehem?

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

Bethlehem has 7 financial advisor firms; see every adviser in the city →