City
Independent RIAs in Bethlehem, Pennsylvania
As of October 2, 2026, 12 independent wealth management RIAs with their main office in Bethlehem, Pennsylvania reported $4.0 billion in regulatory assets under management; the largest by assets was O'Hagan Group, Inc., with $1.2 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 12
- Regulatory assets under management
- $4.0 billion
- Average per firm
- $336.4 million
- SEC-registered, of those listed
- 6 of 12 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | O'Hagan Group, Inc. | SEC | $1.2 billion | 1,601 |
| 2 | MTM Financial Group, LLC | SEC | $771.6 million | 3,276 |
| 3 | Tiller Private Wealth, Inc. | SEC | $730.3 million | 1,409 |
| 4 | Liberty Square Wealth Partners LLC | SEC | $567.8 million | 1,668 |
| 5 | Keyvantage Wealth Advisors | SEC | $339.4 million | 143 |
| 6 | Stark Wealth Management LLC | SEC | $262.5 million | 510 |
| 7 | Renaissance Wealth Management, LLC | State | $49.1 million | 250 |
| 8 | Weyhill Investment Counsel, LLC | State | $35.3 million | 72 |
| 9 | Rowan Financial LLC | State | $26.1 million | 112 |
| 10 | Arete Asset Management, LLC | State | $3.8 million | 6 |
| 11 | Social Justice Capital LLC | State | $1.1 million | 6 |
| 12 | Keystone Fiduciary Financial Planning and Tax Advisory | 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.