| 1. Northeast Financial Group, INC. CRD 122609 · Corporation | ALLENTOWN, PA | $1.4B Mar 2026 | +$237.5M+19.7% | +$578.0M+66.8% | +$846.2M+141.9% | +$1.4B+2354.3% | -11 employees-91.7% over 3Y | +340 accounts+24.8% over 3Y |
| 2. Girard Pension Services, LLC CRD 117901 · Limited Liability Company | ALLENTOWN, PA | $733.8M Mar 2026 | +$101.6M+16.1% | +$262.4M+55.7% | +$220.3M+42.9% | +$606.9M+478.4% | +3 employees+25.0% over 3Y | -9 accounts-6.9% over 3Y |
| 3. Morton Brown Family Wealth LLC CRD 292278 · Limited Liability Company | ALLENTOWN, PA | $483.5M May 2026 | +$84.5M+21.2% | +$221.2M+84.3% | +$303.8M+169.1% | — | +2 employees+25.0% over 3Y | -346 accounts-55.7% over 3Y |
| 4. Sector Analysts LLC CRD 169789 · Limited Liability Company | ALLENTOWN, PA | $238.2M Mar 2026 | +$24.5M+11.5% | +$73.0M+44.2% | +$69.1M+40.9% | — | +2 employees+100.0% over 3Y | +248 accounts+27.3% over 3Y |
| 5. Erickson Financial Group, LLC CRD 299818 · Limited Liability Company | ALLENTOWN, PA | $198.9M Feb 2026 | +$52.2M+35.6% | +$63.0M+46.4% | — | +$83.6M+72.5% | +2 employees+50.0% over 3Y | +116 accounts+17.0% over 3Y |
| 6. Englebert Financial Advisers, LLC CRD 300568 · Limited Liability Company | ALLENTOWN, PA | $156.6M Mar 2026 | +$31.5M+25.1% | — | — | +$31.5M+25.1% | 0 employees+0.0% over 1Y | +38 accounts+6.6% over 1Y |
| 7. Liberty Asset Management CRD 142094 · Limited Liability Company | ALLENTOWN, PA | $141.0M Feb 2026 | +$106.4M+308.2% | +$106.4M+308.2% | +$106.4M+308.2% | +$10.3M+7.9% | +2 employees+33.3% over 3Y | +282 accounts+94.9% over 3Y |