City
Wealth management firms in Easton, Pennsylvania
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Easton, Pennsylvania reported $169.3 million in regulatory assets under management; the largest by assets was Valor Investments and Planning LLC, with $97.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $169.3 million
- Average per firm
- $28.2 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Valor Investments and Planning LLC | State | $97.9 million | 1,032 |
| 2 | Blue Water Financial Investor Coaching, LLC | State | $65.2 million | 351 |
| 3 | Schaeffer Financial & Tax, LLC | State | $6.2 million | 68 |
| 4 | Emancipare Investment Advisors | State | $0 | 0 |
| 5 | Randa Wealth Strategies | State | $0 | 0 |
| 6 | Valor Capital Management LLC | 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.