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Financial Advisors in Reading, PA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Reading: Diamond Credit Union, RFA Score 75/100; 4.6★ from 354 Google reviews; open evenings.

  2. 4

    Most-reviewed: Diamond Credit Union, 460 Google reviews at 4.6★, the most of 39 ranked; ranked #4.

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

39 Reading financial advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 39 rated firms.

Top 10 financial advisors in Reading 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 Reading at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Diamond Credit Union754.6★ (354)Wyomissing, 3 mi awayEveningsTop score
2Diamond Credit Union744.9★ (82)ReadingEvenings—
3Diamond Credit Union734.9★ (49)Reading——
4Diamond Credit Union724.6★ (460)Pottstown, 18 mi awayEveningsMost reviews
5Hyde Financial Group LLC685.0★ (9)Reading——
6Jonathan David Conover: Primerica - Financial Services675.0★ (6)Reading——
7Kaufman Financial Services675.0★ (5)Reading——
8Velekei Giles Financial Advisors675.0★ (6)Wyomissing, 2 mi away——
9Berkshire Investment Group665.0★ (4)Reading——
10Dennis B Pellegrini Peak Brokerage Services LLC Financial Planner665.0★ (4)Reading——

All 39 financial advisors in Reading, 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 Reading

    #1 Diamond Credit Union

    Based in Wyomissing, 3 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 354 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 354 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–7 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1500 Ethan Dr, Wyomissing, PA 19610
    View profile for Diamond Credit Union(610) 326-5490

  2. #2 Diamond Credit Union

    Based in Reading

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 82 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–7 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1030 Cedar Top Rd, Reading, PA 19607
    View profile for Diamond Credit Union(610) 326-5490

  3. #3 Diamond Credit Union

    Based in Reading

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 49 Google reviews
    Hours
    Mon–Tue 7:30 AM–4 PM · Wed closed · Thu–Fri 7:30 AM–4 PM · Sat–Sun closed
    Address
    420 S 5th Ave R-Building Reading Hospital, West Reading, PA 19611
    View profile for Diamond Credit Union(610) 326-5490

  4. #4 Diamond Credit Union

    Based in Pottstown, 18 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.6★ from 460 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 460 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–7 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1600 Medical Dr, Pottstown, PA 19464
    View profile for Diamond Credit Union(610) 326-5490

  13. #13 C & C Asset Management

    Based in Reading

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Thu 10 AM–5 PM · Fri 10 AM–4 PM · Sat–Sun closed
    Address
    521 E Lancaster Ave rear, Shillington, PA 19607
    View profile for C & C Asset Management(610) 775-9000

  14. #14 Alliance Financial

    Based in Wyomissing, 3 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1105 Berkshire Blvd Suite 120, Wyomissing, PA 19610
    View profile for Alliance Financial(610) 376-5981

  15. #15 Cornerstone Portfolios

    Based in Allentown, 24 mi away

    64/100RFA Score

    Ranked #15 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

  17. #17 Andrew Hoff Agency

    Based in Limerick, 23 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.6★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 25 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    501 Main St B, Royersford, PA 19468
    View profile for Andrew Hoff Agency(610) 948-8765

  24. #24 St Pedro and Associates

    Based in Limerick, 24 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.9★ from 15 Google reviews, listed on Google as “Financial consultant”.

    • 3.9★ from 15 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–1 PM · Sat–Sun closed
    Address
    460 S Lewis Rd Unit 101, Royersford, PA 19468
    View profile for St Pedro and Associates(610) 792-2500

All 39 financial advisors

#1 to #25 are shown in full above. Here are #26 to #39, in RFA Score order; each links to its profile.

financial advisors in Reading, ranks 26 to 39
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Bonnie L Thompson604.3★ (3)18 mi
27Edward Jones - Financial Advisor: John B Castner, AAMS®604.3★ (6)23 mi
28John Ungerman - Thrivent603.7★ (3)19 mi
29Modera Wealth Management604.8★ (4)23 mi
30Educators First Financial of PA605.0★ (3)22 mi
31Smoker Wealth Management603.4★ (5)22 mi
32Timeless Wealth595.0★ (4)25 mi
33Financial Strategies & Designs, Inc.595.0★ (3)23 mi
34Cherry Bekaert594.3★ (29)In Reading
35Arcadia Recovery Bureau591.6★ (59)In Reading
36Prussman-Goss Accountants and Advisors565.0★ (4)2 mi
37Firststates Financial Services Corporation511.3★ (24)In Reading
38MRECAI515.0★ (8)25 mi
39Specht Realty Inc513.1★ (11)18 mi

Also serving Reading

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 Reading
BusinessGoogle ratingDistance
1847Financial - ReadingIn Reading
Dakota Wealth ManagementIn Reading
Edward Jones - Financial Advisor: Brett Diamond, CFP®1.0★ (1)In Reading
El Tri Financial IncIn Reading
Financial Services Plus5.0★ (1)In Reading
Focus Partners5.0★ (1)In Reading
FSL Public FinanceIn Reading
Jerry McCready - Raymond JamesIn Reading
Lifetime Financial Services5.0★ (1)In Reading
Mark Dobroskey - Thrivent3.0★ (1)In Reading
MEI Financial Group5.0★ (1)In Reading
Robert K Calkins5.0★ (2)In Reading
SCORE5.0★ (2)In Reading
SES ESOP StrategiesIn Reading
Spring Ridge Financial Group5.0★ (2)In Reading
Strategic Wealth Advisory5.0★ (2)In Reading
UnionAdvantage FinancialIn Reading
Versace & AssociatesIn Reading
Wells Fargo AdvisorsIn Reading
Wells Fargo AdvisorsIn Reading

How we ranked Reading financial advisors

We scored 39 Reading 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 Reading 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 Reading: frequently asked questions

Which financial advisor has the highest RFA Score in Reading?

By RFA Score, the highest-ranked financial advisor in Reading, PA is Diamond Credit Union with an RFA Score of 75/100. It has 4.6★ from 354 Google reviews. It is open evenings. Diamond Credit Union (#2) and Diamond Credit Union (#3) follow. We ranked 39 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Reading?

RankedFinancialAdvisors ranks 39 financial advisors serving Reading, PA. 11 of them are based in Reading; 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 Reading work on weekends?

1 of 39 ranked financial advisors post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Reading financial advisors have?

The median Google rating among 39 rated financial advisors in Reading is 4.9★, with a median of 8 reviews. Diamond Credit Union has the most, 460 reviews, and ranks #4. 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 Reading count in this ranking?

Yes, if they are within 25 mi of the Reading 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 Reading 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 Reading 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 Reading

  1. November 2026: RFA Scores recalculated for 39 financial advisors serving Reading.

More financial advisors and Reading pages