City
Wealth management firms in Bethlehem, Pennsylvania
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Bethlehem, Pennsylvania reported $5.3 billion in regulatory assets under management; the largest by assets was Valley National Advisers Inc, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $5.3 billion
- Average per firm
- $411.3 million
- SEC-registered, of those listed
- 7 of 13 (53.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Valley National Advisers Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.3 billion | 4,912 |
| 2 | O'Hagan Group, Inc. | SEC | $1.2 billion | 1,601 |
| 3 | MTM Financial Group, LLC | SEC | $771.6 million | 3,276 |
| 4 | Tiller Private Wealth, Inc. | SEC | $730.3 million | 1,409 |
| 5 | Liberty Square Wealth Partners LLC | SEC | $567.8 million | 1,668 |
| 6 | Keyvantage Wealth Advisors | SEC | $339.4 million | 143 |
| 7 | Stark Wealth Management LLC | SEC | $262.5 million | 510 |
| 8 | Renaissance Wealth Management, LLC | State | $49.1 million | 250 |
| 9 | Weyhill Investment Counsel, LLC | State | $35.3 million | 72 |
| 10 | Rowan Financial LLC | State | $26.1 million | 112 |
| 11 | Arete Asset Management, LLC | State | $3.8 million | 6 |
| 12 | Social Justice Capital LLC | State | $1.1 million | 6 |
| 13 | Keystone Fiduciary Financial Planning and Tax Advisory | State | $0 | 0 |
Wealth management firms 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.