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Financial Advisors in Allentown, PA: 2026 rankings

73 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Allentown: A Better Way Financial, RFA Score 77/100; 5.0★ from 98 Google reviews.

  2. 29

    Most-reviewed: GK United Credit Repair, 171 Google reviews at 5.0★, the most of 73 ranked; ranked #29.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

73 Allentown financial advisors are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.9★ across 73 rated firms.

Top 10 financial advisors in Allentown at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Allentown at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1A Better Way Financial775.0★ (98)AllentownTop score
2The 28Ten Group764.9★ (88)Allentown—
3Keller Williams Real Estate-AYON CODNER755.0★ (53)Allentown—
4Capital Planning Wealth Management755.0★ (51)Allentown—
5Shetland Financial744.9★ (43)Allentown—
6Cornerstone Portfolios725.0★ (23)Allentown—
7Big Mike Financial725.0★ (21)Allentown—
8Strategic Wealth Alliance Group725.0★ (21)Allentown—
9Antonchak Financial LLC715.0★ (33)Bethlehem, 6 mi away—
10Guardian Life714.4★ (67)Bethlehem, 8 mi away—

All 73 financial advisors in Allentown, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Allentown

    #1 A Better Way Financial

    Based in Allentown

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 98 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 98 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6357 Airport Rd, Allentown, PA 18109
    View profile for A Better Way Financial(610) 440-1700

  2. #2 The 28Ten Group

    Based in Allentown

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 88 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 88 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    1605 N Cedar Crest Blvd Ste 108, Allentown, PA 18104
    View profile for The 28Ten Group(610) 300-2810

  5. #5 Shetland Financial

    Based in Allentown

    74/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 43 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 43 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4647 Saucon Creek Rd Ste 201, Center Valley, PA 18034
    View profile for Shetland Financial(610) 214-0100

  6. #6 Cornerstone Portfolios

    Based in Allentown

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6235 Hamilton Blvd Ste 100, Allentown, PA 18106
    View profile for Cornerstone Portfolios(610) 973-5334

  7. #7 Big Mike Financial

    Based in Allentown

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1550 Pond Rd Ste 140, Allentown, PA 18104
    View profile for Big Mike Financial(908) 386-6250

  10. #10 Guardian Life

    Based in Bethlehem, 8 mi away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.4★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 67 Google reviews
    Address
    6255 Sterner's Way, Bethlehem, PA 18017
    View profile for Guardian Life(610) 861-0733

  11. #11 Crest Financial Group

    Based in Allentown

    71/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1401 N Cedar Crest Blvd Ste 107, Allentown, PA 18104
    View profile for Crest Financial Group(610) 821-7066

  20. #20 Hawk Financial Group

    Based in Easton, 16 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    101 Larry Holmes Dr Ste 312, Easton, PA 18042
    View profile for Hawk Financial Group(610) 500-5000

  23. #23 Coordinated Wealth

    Based in Easton, 13 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 23 Google reviews
    Address
    3101 Freemansburg Ave 1st Floor, Easton, PA 18045
    View profile for Coordinated Wealth(610) 216-7484

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 73 ranked financial advisors here; the rest are on their profiles.

financial advisors in Allentown, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Salabsky Financial Services683.8★ (65)9 mi
27The Tax Place684.5★ (43)17 mi
28Bankers Life683.7★ (11)In Allentown
29GK United Credit Repair675.0★ (171)6 mi
30Dave Diehl: Primerica - Financial Services674.7★ (13)8 mi
31Charles Schwab673.4★ (10)In Allentown
32Bank of America (with Drive-thru ATM)673.2★ (68)2 mi
33MTM Financial Group675.0★ (11)10 mi
34Center Valley Satellite Office675.0★ (4)In Allentown
35Xcel Financial Group675.0★ (4)In Allentown
36One Financial Services674.2★ (5)In Allentown
37Modera Wealth Management674.8★ (4)In Allentown
38IAM Advisory674.9★ (18)16 mi
39Fidelity Bank674.0★ (12)6 mi
40Bank of America (with Drive-thru ATM)663.0★ (99)In Allentown
41Bank of America Financial Center663.4★ (30)6 mi
42ATA Financial Group LLC Hablamos español664.4★ (5)2 mi
43Robinson & Robinson, Inc.664.3★ (6)4 mi
44OnePoint BFG Wealth Partners Lehigh Valley664.8★ (4)2 mi
45Ascent Wealth Management, LLC.665.0★ (3)In Allentown
46Fidelity Investments663.3★ (18)5 mi
47Financial Allies LLC665.0★ (3)In Allentown
48Northeast Financial Group665.0★ (3)In Allentown
49PD Balascki & Associates664.4★ (7)6 mi
50Erickson Financial Group665.0★ (3)In Allentown

Also serving Allentown

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Allentown
BusinessGoogle ratingDistance
American Express Financial4.0★ (1)In Allentown
Anthony Barber - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Allentown
Christman Financial Advisors LLC5.0★ (2)In Allentown
Edward Jones - Financial Advisor: Daniel Kochsmeier, CFP®|CKA®4.5★ (2)In Allentown
Geoffrey F. Boyer, CCBW1.0★ (1)In Allentown
Joseph Condomitti - Prudential Financial5.0★ (1)In Allentown
Main Street Financial Partners LLC5.0★ (2)In Allentown
MassMutual Greater Philadelphia - Allentown4.5★ (2)In Allentown
Michael A. Waterhouse, Financial Advisor5.0★ (2)In Allentown
Michael Netznik - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Allentown
Morgan Stanley Financial Advisors5.0★ (2)In Allentown
Morton Brown Family Wealth5.0★ (1)In Allentown
Peoples & Co. Private Wealth Stewardship3.0★ (2)In Allentown
Pinnacle Advisor Group5.0★ (1)In Allentown
Quantum Financial Management5.0★ (1)In Allentown
Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Allentown
Stifel5.0★ (2)In Allentown
Wadid Yunez - Prudential Financial5.0★ (1)In Allentown
Waseem Khan - TD Wealth Financial Advisor5.0★ (1)In Allentown
Wells Fargo Advisors1.0★ (1)In Allentown

How we ranked Allentown financial advisors

We scored 73 Allentown financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Allentown data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Allentown: frequently asked questions

Which financial advisor has the highest RFA Score in Allentown?

By RFA Score, the highest-ranked financial advisor in Allentown, PA is A Better Way Financial with an RFA Score of 77/100. It has 5.0★ from 98 Google reviews. The 28Ten Group (#2) and Keller Williams Real Estate-AYON CODNER (#3) follow. We ranked 73 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Allentown?

RankedFinancialAdvisors ranks 73 financial advisors serving Allentown, PA. 30 of them are based in Allentown; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Allentown work on weekends?

10 of 73 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Bank of America (with Drive-thru ATM) (#12), WealthScope Financial (#16) and Y&L Complete Finance Corporation (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Allentown financial advisors have?

The median Google rating among 73 rated financial advisors in Allentown is 4.9★, with a median of 11 reviews. GK United Credit Repair has the most, 171 reviews, and ranks #29. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Allentown count in this ranking?

Yes, if they are within 25 mi of the Allentown city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Allentown ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Allentown a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Allentown

  1. November 2026: RFA Scores recalculated for 73 financial advisors serving Allentown.

More financial advisors and Allentown pages