City
Independent RIAs in Allentown, Pennsylvania
As of October 2, 2026, 14 independent wealth management RIAs with their main office in Allentown, Pennsylvania reported $2.0 billion in regulatory assets under management; the largest by assets was Hamel Associates,inc., with $548.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 14
- Regulatory assets under management
- $2.0 billion
- Average per firm
- $140.5 million
- SEC-registered, of those listed
- 7 of 14 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hamel Associates,inc. | SEC | $548.3 million | 238 |
| 2 | Morton Brown Family Wealth LLC | SEC | $483.5 million | 275 |
| 3 | Sector Analysts LLC | SEC | $238.2 million | 1,157 |
| 4 | Erickson Financial Group, LLC | SEC | $198.9 million | 797 |
| 5 | Englebert Financial Advisers, LLC | SEC | $156.6 million | 615 |
| 6 | Liberty Asset Management | SEC | $141.0 million | 579 |
| 7 | A Better Way Financial, LLC | SEC | $109.0 million | 980 |
| 8 | Gurniak Financial Advisors, Inc. | State | $68.6 million | 168 |
| 9 | Roche Asset Management, LLC | State | $14.7 million | 74 |
| 10 | Pavilion Financial Planning | State | $4.3 million | 60 |
| 11 | JMM Financial, LLC | State | $3.8 million | 23 |
| 12 | Clearstream Planning, LLC | State | $0 | 0 |
| 13 | Deep Draft Consulting, LLC | State | $0 | 0 |
| 14 | Sigma Financial, Inc. | State | $0 | 0 |
Independent RIAs in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.