Pennsylvania · 2 advisers
Financial Advisors in Wilkes-Barre, Pennsylvania
Looking for a financial advisor in Wilkes-Barre, Pennsylvania? Falists indexes 2 SEC-registered and state-registered investment advisers in Wilkes-Barre — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $2.79B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$2.79B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wilkes-Barre
Ranked by AUM · Fees, team & specialties at a glance
BERKSHIRE ASSET MANAGEMENT, LLC
Wilkes-Barre, PA
AUM
$2.79B
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
570-825-2600
CHANCELLOR FINANCIAL GROUP WB LP
Wilkes-Barre, PA
AUM
$249.3M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(570) 822-4475
More cities in Pennsylvania
Common questions
- How many financial advisors are in Wilkes-Barre, Pennsylvania?
- 2 registered investment advisers are listed in our Wilkes-Barre directory, sourced from public SEC filings.
- What types of advisors are in Wilkes-Barre?
- 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 Wilkes-Barre?
- 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.