Data / Investment advisers / Pennsylvania / Valley National Advisers Inc
Valley National Advisers Inc, Bethlehem, PA: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Valley National Advisers Inc is an SEC registered investment adviser with its main office in Bethlehem, Pennsylvania and reports $1.3 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Valley National Advisers Inc (CRD number 110788): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110788
- SEC file number
- 801-25126
- SEC status
- Approved, effective August 30, 1985
- Main office
- 1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017
- Phone
- (610) 868-9000
- Website
- vimeo.com
- Regulatory AUM
- $1,310,550,210 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $1,304,862,800
- Non discretionary AUM
- $5,687,410
- Accounts
- 4,912
- Employees
- 13, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 410 | $1.07 billion |
| Individuals (other than high net worth individuals) | 943 | $229 million |
| Corporations or other businesses | 18 | $5.8 million |
| Charitable organizations | 10 | $4.7 million |
| Pension and profit sharing plans | 10 | $4.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.31 billion | March 27, 2026 |
| December 1, 2025 | $1.13 billion | March 27, 2025 |
Other advisers in Bethlehem
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cornerstone Advisors Asset Management, LLC | Bethlehem | $9.57 billion | Not listed | adviserinfo.sec.gov |
| O'Hagan Group, Inc. | Bethlehem | $1.25 billion | Not listed | adviserinfo.sec.gov |
| MTM Financial Group, LLC | Bethlehem | $771.6 million | Not listed | adviserinfo.sec.gov |
| Tiller Private Wealth, Inc. | Bethlehem | $730.3 million | Not listed | adviserinfo.sec.gov |
| Liberty Square Wealth Partners LLC | Bethlehem | $567.8 million | Not listed | adviserinfo.sec.gov |
| Keyvantage Wealth Advisors | Bethlehem | $339.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethlehem, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Valley National Advisers Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.