Top Picks · Allentown
Best Financial Advisors in Allentown, PA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Allentown, PA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Lehigh Financial Group LLC with a 5.0-star rating from 84 Google reviews and an RNM Score of 82/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Michael A. Waterhouse, Financial Advisor
Michael A. Waterhouse is consistently top-ranked for his personalized wealth management approach and strong client relationships in the Lehigh Valley.
Most Reviewed
Michael Netznik - Financial Advisor, Ameriprise Financial Services, LLC
A high review count indicates broad client experience and trust, helping you gauge service consistency and satisfaction.
When choosing a financial advisor in Allentown, consider both credentials and client reviews to ensure the advisor's expertise aligns with your financial goals. Meeting with multiple advisors can help you find the best fit for your needs.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
18
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 84 reviews, this Allentown financial advisor is exceptionally trusted.
122 N 5th St, Allentown, PA 18102, USATop-rated Allentown financial advisor with a perfect 5.0 stars from 71 reviews.
6357 Airport Rd, Allentown, PA 18109, USATop-rated Allentown financial advisor with a perfect 4.9-star average from 71 reviews.
1605 N Cedar Crest Blvd Suite 108, Allentown, PA 18104, USAFinancial 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 | Modera Wealth Management7540 Windsor Dr # 205, Allentown, PA 18195, USA | 4.8★ | 4 |
| #5 | Ascent Wealth Management, LLC.1620 Highland St, Allentown, PA 18102, USA | 5.0★ | 2 |
| #6 | Crest Financial Group1401 N Cedar Crest Blvd Suite 107, Allentown, PA 18104, USA | 4.8★ | 18 |
| #7 | Morgan Stanley Financial Advisors515 Hamilton St 7th Fl, Allentown, PA 18101, USA | 5.0★ | 2 |
| #8 | OnePoint BFG Wealth Partners Lehigh Valley514 Fullerton Ave, Whitehall Township, PA 18052, USA | 4.8★ | 4 |
| #9 | Michael A. Waterhouse, Financial Advisor5100 Tilghman St #170, Allentown, PA 18104, USA | 5.0★ | 2 |
| #10 | Capital Planning Wealth Management4505 Saucon Creek Rd Ste #100, Center Valley, PA 18034, USA | 5.0★ | 50 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Allentown
Trusted by local clients with a perfect 4.8-star rating from 4 Google reviews.
7540 Windsor Dr # 205, Allentown, PA 18195, USA
Rated 5.0 stars from two reviews, reflecting exceptional client satisfaction.
1620 Highland St, Allentown, PA 18102, USA
Top-rated Allentown financial advisor with 4.8 stars from 18 glowing reviews.
1401 N Cedar Crest Blvd Suite 107, Allentown, PA 18104, USA
Exceptional 5.0-star rating from a small number of Google reviews.
515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Rated 4.8 stars from 4 Google reviews for financial guidance in Allentown, PA.
514 Fullerton Ave, Whitehall Township, PA 18052, USA
Exceptional 5.0-star rating from a small number of Google reviews.
5100 Tilghman St #170, Allentown, PA 18104, USA
5.0 stars from 50 Google reviews, exceptional reputation in Allentown.
4505 Saucon Creek Rd Ste #100, Center Valley, PA 18034, USA
Exceptional 5.0-star rating from one satisfied client in Allentown.
600 Hamilton St, Allentown, PA 18101, USA
Exceptional 5.0-star rating based on reviews from three satisfied clients.
1011 Brookside Rd #165, Allentown, PA 18106, USA
Earns a perfect 5.0-star rating from 3 Google reviews in Allentown.
1655 Valley Center Pkwy #100, Bethlehem, PA 18017, USA
Rated 4.1 stars from 9 Google reviews, providing trusted financial guidance in Allentown.
1134 Pennsylvania Ave, Emmaus, PA 18049, USA
Rated 5.0 stars from five Google reviews, a trusted local financial advisor.
3477 Corporate Pkwy Suite 100, Center Valley, PA 18034, USA
Exceptional 5.0-star rating from 3 Google reviews for financial advising in Allentown.
3435 Winchester Rd Suite 102, Allentown, PA 18104, USA
Rated 5.0 stars from 2 Google reviews in Allentown.
1802 Hamilton St, Allentown, PA 18104, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1045 S Cedar Crest Blvd, Allentown, PA 18103, USA
Allentown financial advisor with a flawless 5.0-star rating from 17 Google reviews.
6235 Hamilton Blvd Suite 100, Allentown, PA 18106, USA
5.0-star rated financial advisor in Allentown based on 14 Google reviews.
1550 Pond Rd Suite 140, Allentown, PA 18104, USA
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Financial Advisors in Allentown, PA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Lehigh Financial Group LLC | 82/100 | 5.0 ★ | 84 |
| 2 | A Better Way Financial | 82/100 | 5.0 ★ | 71 |
| 3 | Strategic Wealth Alliance Group | 80/100 | 4.9 ★ | 71 |
| 4 | Modera Wealth Management | 64/100 | 4.8 ★ | 4 |
| 5 | Ascent Wealth Management, LLC. | 64/100 | 5.0 ★ | 2 |
| 6 | Crest Financial Group | 71/100 | 4.8 ★ | 18 |
| 7 | Morgan Stanley Financial Advisors | 64/100 | 5.0 ★ | 2 |
| 8 | OnePoint BFG Wealth Partners Lehigh Valley | 64/100 | 4.8 ★ | 4 |
| 9 | Michael A. Waterhouse, Financial Advisor | 64/100 | 5.0 ★ | 2 |
| 10 | Capital Planning Wealth Management | 80/100 | 5.0 ★ | 50 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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