Captrust
46yrs
Top advisor by experience at Captrust
Financial advisors in Bethlehem, PA
Looking for a financial advisor in Bethlehem, PA? We list 195 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
195Advisors with offices here
20Median years of experience
1%At fee-only firms
47Firms represented
Largest firms here: Cornerstone Advisors Asset Management (25), Equitable Advisors (15), Valley National Advisers (13).
Nearby: Catasauqua, Whitehall, Coplay, Hellertown, Northampton, Allentown, Center Valley, Nazareth.
Cornerstone Advisors Asset Management
45yrs
Top advisor by experience at Cornerstone Advisors Asset Management
Janney Montgomery Scott
43yrs
Top 1% by experience nationwide
Truist Advisory Services
43yrs
Top 1% by experience at Truist Advisory Services
MTM Financial Group
43yrs
Top advisor by experience at MTM Financial Group
Valley National Advisers
42yrs
Top advisor by experience at Valley National Advisers
USA Financial Securities
41yrs
Top 3% by experience nationwide
Hornor, Townsend & Kent
41yrs
Top 3% by experience at Hornor, Townsend & Kent
Raymond James Financial Services Advisors
41yrs
Top 3% by experience nationwide
Valley National Advisers
41yrs
Top 3% by experience nationwide
LPL Financial
41yrs
Top 3% by experience nationwide
Cornerstone Advisors Asset Management
40yrs
Top 4% by experience nationwide
Janney Montgomery Scott
40yrs
Top 4% by experience nationwide
Oppenheimer & Co.
39yrs
Top 5% by experience nationwide
PNC Wealth Management
39yrs
Top 2% by experience at PNC Wealth Management
Seia
39yrs
Top 3% by experience at Seia
O'Hagan Group
39yrs
Top 5% by experience nationwide
Raymond James Financial Services Advisors
39yrs
Top 5% by experience nationwide
Newedge Advisors
39yrs
Top 5% by experience nationwide
MML Investors Services
38yrs
Top 6% by experience at MML Investors Services
Vicus Capital
38yrs
Top 6% by experience nationwide
Meridian Asset Management
37yrs
Top 7% by experience nationwide
Cambridge Investment Research Advisors
37yrs
Top 7% by experience nationwide
Vicus Capital
35yrs
Top 8% by experience nationwide
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.