LP Profile

Valley National Advisers

Also known as valley national

Wealth ManagerBethlehem, United StatesFounded 1985
$1.3B
Assets Under Management
Bethlehem
Headquarters
Investment Focus

About Valley National Advisers

Valley National Advisers, operating as Valley National Financial Advisors (VNFA), is a wealth management firm based in Bethlehem, Pennsylvania. It has been privately owned since 1985 and states it manages over $1.3 billion in assets as of 2026. The firm integrates investing, tax planning and preparation, retirement planning, estate planning and insurance planning under one roof, with a team of financial advisors, accountants and investment professionals. It serves individuals and families, including multi-generational wealth management. VNFA reports a five-year client retention rate of 99.8 percent, was named a 2026 InvestmentNews 5-Star Wealth Management Team, and was named a Best Legacy Business by Lehigh Valley Business in 2026.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Valley National Advisers from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.3B
Total Clients
4,912
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Valley National Advisers?

Valley National Advisers is a wealth manager based in Bethlehem, United States, managing approximately $1.3B in assets.

Where is Valley National Advisers headquartered?

Valley National Advisers is headquartered in Bethlehem, United States.

How much does Valley National Advisers manage?

Valley National Advisers manages approximately $1.3B in assets under management.

When was Valley National Advisers founded?

Valley National Advisers was founded in 1985.

How can I contact Valley National Advisers?

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