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Wealth Managers in Allentown, PA: 2026 rankings

36 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Allentown: Capital Planning Wealth Management, RFA Score 71/100; 5.0★ from 51 Google reviews.

  2. 5

    Most-reviewed: Presilium Private Wealth, 145 Google reviews at 5.0★, the most of 36 ranked; ranked #5.

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

36 Allentown wealth managers 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 5.0★ across 36 rated firms.

Top 10 wealth managers 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 wealth managers in Allentown at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Capital Planning Wealth Management715.0★ (51)Allentown—Top score
2Strategic Wealth Alliance Group685.0★ (21)Allentown——
3Blue Bell Private Wealth Management, LLC685.0★ (144)King of Prussia, 35 mi away——
4WealthScope Financial675.0★ (14)AllentownSat · Sun · Evenings—
5Presilium Private Wealth675.0★ (145)Radnor, 40 mi away—Most reviews
6Financial Voyages Wealth Management675.0★ (54)Limerick, 24 mi away——
7Coordinated Wealth665.0★ (23)Easton, 13 mi away——
8Wealthcare of The Lehigh Valley665.0★ (7)Allentown——
9Maridea Wealth Management655.0★ (28)Montgomeryville, 27 mi away——
10Modera Wealth Management644.8★ (4)Allentown——

All 36 wealth managers 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.

  5. #5 Presilium Private Wealth

    Based in Radnor, 40 mi away

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    150 N Radnor Chester Rd Ste F110, Radnor, PA 19087
    View profile for Presilium Private Wealth(215) 982-4140

  11. #11 PTM Wealth

    Based in Horsham, 30 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1501 Lower State Rd Building D, North Wales, PA 19454
    View profile for PTM Wealth(267) 317-1515

  16. #16 River Wealth Advisors

    Based in Allentown

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    842 Hamilton St Ste 301, Allentown, PA 18101
    View profile for River Wealth Advisors(610) 234-6779

  19. #19 WealthBridge Financial

    Based in King of Prussia, 35 mi away

    61/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    620 W Germantown Pike Suite 170, Plymouth Meeting, PA 19462
    View profile for WealthBridge Financial(215) 938-7788

  20. #20 Schorn Wealth

    Based in West Norriton, 34 mi away

    61/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    790 Penllyn Blue Bell Pike, Blue Bell, PA 19422
    View profile for Schorn Wealth(610) 399-1500

  21. #21 Amplius Wealth Advisors

    Based in Norristown, 35 mi away

    60/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1787 Sentry Pkwy W VEVA 16, Suite 100, Blue Bell, PA 19422
    View profile for Amplius Wealth Advisors(215) 310-7772

  22. #22 Trinity Wealth Management

    Based in Radnor, 38 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.7★ from 14 Google reviews, listed on Google as “Financial advisor”.

    • 4.7★ from 14 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    899 Cassatt Rd Ste 120, Berwyn, PA 19312
    View profile for Trinity Wealth Management(610) 296-2020

  25. #25 FIT Wealth Management

    Based in Bradley Gardens, 39 mi away

    60/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    665 US-22 Unit 202, White House Station, NJ 08889
    View profile for FIT Wealth Management(908) 969-1760

All 36 wealth managers

#1 to #25 are shown in full above. Here are #26 to #36, in RFA Score order; each links to its profile.

wealth managers in Allentown, ranks 26 to 36
RankBusinessRFA ScoreGoogle ratingDistance
26JFS Wealth Advisors605.0★ (6)34 mi
27IM Wealth Partners594.1★ (10)35 mi
28Wealth Enhancement Group594.6★ (10)38 mi
29Ashford Wealth Advisors - Ameriprise Financial Services, LLC595.0★ (6)37 mi
30Preservation Wealth Management594.4★ (7)36 mi
31Vista Wealth Solutions593.8★ (13)40 mi
32Timeless Wealth585.0★ (4)34 mi
33Hightower Signature Wealth Financial Advisors - Ambler585.0★ (4)34 mi
34DuCharme Wealth Advisors585.0★ (6)40 mi
35Stonebridge Wealth Management575.0★ (3)38 mi
36Merrill Lynch Wealth Management551.0★ (3)39 mi

Also serving Allentown

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Allentown
BusinessGoogle ratingDistance
A Better Way Financial5.0★ (98)In Allentown
Cornerstone Portfolios5.0★ (23)In Allentown
Crest Financial Group4.8★ (19)In Allentown
Emancipare Investment Advisors LLC5.0★ (7)In Allentown
Erickson Financial Group5.0★ (3)In Allentown
Financial Allies LLC5.0★ (3)In Allentown
Financial Strategies & Designs, Inc.5.0★ (3)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
Milestone Financial Associates, LLC5.0★ (15)In Allentown
Morgan Stanley Financial Advisors5.0★ (2)In Allentown
Northeast Financial Group5.0★ (3)In Allentown
Northwestern Mutual5.0★ (3)In Allentown
One Financial Services4.2★ (5)In Allentown
Peoples & Co. Private Wealth Stewardship3.0★ (2)In Allentown
Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Allentown
Stifel5.0★ (2)In Allentown
The 28Ten Group4.9★ (88)In Allentown
Xcel Financial Group5.0★ (4)In Allentown

How we ranked Allentown wealth managers

We scored 36 Allentown wealth managers 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Allentown: frequently asked questions

Which wealth manager has the highest RFA Score in Allentown?

By RFA Score, the highest-ranked wealth manager in Allentown, PA is Capital Planning Wealth Management with an RFA Score of 71/100. It has 5.0★ from 51 Google reviews. Strategic Wealth Alliance Group (#2) and Blue Bell Private Wealth Management, LLC (#3) follow. We ranked 36 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Allentown?

RankedFinancialAdvisors ranks 36 wealth managers serving Allentown, PA. 7 of them are based in Allentown; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Allentown work on weekends?

1 of 36 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is WealthScope Financial (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Allentown wealth managers have?

The median Google rating among 36 rated wealth managers in Allentown is 5.0★, with a median of 9 reviews. Presilium Private Wealth has the most, 145 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Allentown count in this ranking?

Yes, if they are within 40 mi of the Allentown city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Allentown ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 36 wealth managers serving Allentown.

More wealth managers and Allentown pages