How many financial advisors are in Bethlehem, Pennsylvania?

Falists lists 11 registered investment advisers with a principal office or filing address in Bethlehem, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in Bethlehem charge fees?

Fee structures vary by firm. In Bethlehem, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Bethlehem?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Pennsylvania · 11 advisers

Financial Advisors in Bethlehem, Pennsylvania

Looking for a financial advisor in Bethlehem, Pennsylvania? Falists indexes 11 SEC-registered and state-registered investment advisers in Bethlehem — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $9.57B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$9.57B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth10 Planning10 Trusts9 Retirement5 Institutional7

Top advisors in Bethlehem

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Bethlehem, PA

AUM

$9.57B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

26 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

(610) 694-0900

Full profile Visit site →

VALLEY NATIONAL ADVISERS INC

Bethlehem, PA

AUM

$1.31B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

10 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

610-868-9000

Full profile Visit site →

Bethlehem, PA

AUM

$49.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

610-865-0512

Full profile Visit site →

ACTIVATE VENTURE PARTNERS

Bethlehem, PA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

610 849 1990

Full profile Visit site →

KEYSTONE FIDUCIARY FINANCIAL PLANNING AND TAX ADVISORY

Bethlehem, PA

AUM

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(484) 619-6049

Full profileNo website

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in Bethlehem, Pennsylvania?: 11 registered investment advisers are listed in our Bethlehem directory, sourced from public SEC filings.
What types of advisors are in Bethlehem?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bethlehem?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.