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Same-Day Financial Advisors in Allentown, PA
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Allentown, PA by verified customer ratings and review volume. The highest-rated is Lehigh Financial Group LLC with a 5.0-star rating from 84 verified reviews. Also in the top tier: A Better Way Financial and Strategic Wealth Alliance Group. The average rating across all listed financial advisors in Allentown is 4.9 stars from 18 reviews per business on average.
Financial advisors in Allentown typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
18
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Lehigh Financial Group LLC
122 N 5th St, Allentown, PA 18102, USA
A Better Way Financial
6357 Airport Rd, Allentown, PA 18109, USA
Strategic Wealth Alliance Group
1605 N Cedar Crest Blvd Suite 108, Allentown, PA 18104, USA
Financial Advisors Rankings in Allentown, PA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Lehigh Financial Group LLC122 N 5th St, Allentown, PA 18102, USA | 5.0★ | 84 |
| #2 | A Better Way Financial6357 Airport Rd, Allentown, PA 18109, USA | 5.0★ | 71 |
| #3 | Strategic Wealth Alliance Group1605 N Cedar Crest Blvd Suite 108, Allentown, PA 18104, USA | 4.9★ | 71 |
| #4 | Northeast Financial Group3435 Winchester Rd Suite 102, Allentown, PA 18104, USA | 5.0★ | 3 |
| #5 | Modera Wealth Management7540 Windsor Dr # 205, Allentown, PA 18195, USA | 4.8★ | 4 |
| #6 | Michael Netznik - Financial Advisor, Ameriprise Financial Services, LLC1045 S Cedar Crest Blvd, Allentown, PA 18103, USA | 5.0★ | 2 |
| #7 | Cornerstone Portfolios6235 Hamilton Blvd Suite 100, Allentown, PA 18106, USA | 5.0★ | 17 |
| #8 | Cornerstone Advisors1802 Hamilton St, Allentown, PA 18104, USA | 5.0★ | 2 |
| #9 | Capital Planning Wealth Management4505 Saucon Creek Rd Ste #100, Center Valley, PA 18034, USA | 5.0★ | 50 |
| #10 | WealthScope Financial1550 Pond Rd Suite 140, Allentown, PA 18104, USA | 5.0★ | 14 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Allentown
Northeast Financial Group
3435 Winchester Rd Suite 102, Allentown, PA 18104, USA
Modera Wealth Management
7540 Windsor Dr # 205, Allentown, PA 18195, USA
Michael Netznik - Financial Advisor, Ameriprise Financial Services, LLC
1045 S Cedar Crest Blvd, Allentown, PA 18103, USA
Cornerstone Portfolios
6235 Hamilton Blvd Suite 100, Allentown, PA 18106, USA
Cornerstone Advisors
1802 Hamilton St, Allentown, PA 18104, USA
Capital Planning Wealth Management
4505 Saucon Creek Rd Ste #100, Center Valley, PA 18034, USA
WealthScope Financial
1550 Pond Rd Suite 140, Allentown, PA 18104, USA
Morton Brown Family Wealth
600 Hamilton St, Allentown, PA 18101, USA
Crest Financial Group
1401 N Cedar Crest Blvd Suite 107, Allentown, PA 18104, USA
Morgan Stanley Financial Advisors
515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Ascent Wealth Management, LLC.
1620 Highland St, Allentown, PA 18102, USA
Evans Wealth Strategies
1134 Pennsylvania Ave, Emmaus, PA 18049, USA
Wealthcare of The Lehigh Valley
3477 Corporate Pkwy Suite 100, Center Valley, PA 18034, USA
Erickson Financial Group
1011 Brookside Rd #165, Allentown, PA 18106, USA
Michael A. Waterhouse, Financial Advisor
5100 Tilghman St #170, Allentown, PA 18104, USA
OnePoint BFG Wealth Partners Lehigh Valley
514 Fullerton Ave, Whitehall Township, PA 18052, USA
Valley National Financial Advisors
1655 Valley Center Pkwy #100, Bethlehem, PA 18017, USA
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Frequently Asked Questions — Financial Advisors in Allentown
What is a fiduciary financial advisor and why does it matter in Allentown?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Allentown, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Allentown?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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