Managers in Bethlehem, PA

United States · 17 asset managers within 25 km (5 in Bethlehem itself) · 49 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Allentown, PA 6 · Center Valley, PA 4 · New Hope, PA 3 · Doylestown, PA 2 · Tannersville, PA 2 · Warrington, PA 2 · Flemington, NJ 2 · Easton, PA 1 · Schnecksville, PA 1 · Souderton, PA 1 · Chalfont, PA 1 · Lahaska, PA 1

Asset managers in and around Bethlehem

#	Manager	People here	Assets
1	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC institutions · Bethlehem $9.6bn	about 26main office	$9.6bn
2	CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Allentown $1.2tn	21	$1.2tn
3	GLOBAL RETIREMENT PARTNERS LLC institutions · Allentown GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn	12	$169.6bn
4	BEIRNE. institutions · Center Valley $2.3bn	3	$2.3bn
5	UNIVEST FINANCIAL Corp institutions, bank or insurer · Allentown GIRARD PENSION SERVICES, LLC · 3 related pages $2.0bn	about 3main office	$2.0bn
6	PRIME CAPITAL FINANCIAL institutions · Center Valley $39.1bn	1	$39.1bn
7	HORSE COVE PARTNERS LLC institutions · Center Valley $106.6m	1	$106.6m
8	OSAIC HOLDINGS, INC. private equity, wealth · Bethlehem CW Advisors, LLC · 6 related pages $85.1bn	office	$85.1bn
9	StoneX Group Inc. institutions, FCA fund manager, wealth · Schnecksville StoneX Advisors Inc. · 6 related pages $5.7bn	office	$5.7bn
10	Northeast Financial Group, Inc. real estate, structured credit, institutions · Allentown $1.4bn	office	$1.4bn
11	IAM Advisory, LLC Easton $513.2m	based here	$513.2m
12	LIBERTY SQUARE WEALTH PARTNERS LLC Bethlehem $419.9m	based here	$419.9m
13	HAMEL ASSOCIATES, INC. Center Valley $362.7m	based here	$362.7m
14	Baldrige Asset Management LLC Allentown $243.8m	based here	$243.8m
15	Andesa Financial Management Inc. Allentown $194.9m	based here	$194.9m
16	Stark Wealth Management LLC Bethlehem $26.6m	based here	$26.6m
17	ACTIVATE VENTURE PARTNERS venture · Bethlehem	office

17 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.