| 1. Cornerstone Advisors Asset Management, LLC CRD 138638 · Limited Liability Company | BETHLEHEM, PA | $9.6B Mar 2026 | +$1.3B+15.3% | +$2.0B+25.7% | +$3.3B+52.9% | +$5.8B+153.8% | +3 employees+9.7% over 3Y | +401 accounts+26.5% over 3Y |
| 2. Valley National Advisers INC CRD 110788 · Corporation | BETHLEHEM, PA | $1.3B Mar 2026 | +$178.7M+15.8% | +$55.9M+4.5% | +$205.0M+18.5% | +$938.8M+252.6% | -2 employees-13.3% over 3Y | -79 accounts-1.6% over 3Y |
| 3. O'Hagan Group, INC. CRD 315389 · Corporation | BETHLEHEM, PA | $1.2B Mar 2026 | +$227.8M+22.3% | +$690.4M+123.4% | — | — | +2 employees+25.0% over 3Y | +574 accounts+55.9% over 3Y |
| 4. Mtm Financial Group, LLC CRD 147221 · Limited Liability Company | BETHLEHEM, PA | $771.6M Mar 2026 | +$151.0M+24.3% | +$393.8M+104.2% | +$459.6M+147.3% | +$641.3M+492.2% | +6 employees+60.0% over 3Y | +1,156 accounts+54.5% over 3Y |
| 5. Tiller Private Wealth, INC. CRD 111268 · Corporation | BETHLEHEM, PA | $730.3M May 2026 | +$84.0M+13.0% | +$205.6M+39.2% | +$227.7M+45.3% | +$509.1M+230.1% | 0 employees+0.0% over 3Y | +427 accounts+43.5% over 3Y |
| 6. Liberty Square Wealth Partners LLC CRD 332476 · Limited Liability Company | BETHLEHEM, PA | $567.8M May 2026 | +$91.8M+19.3% | — | — | — | +2 employees+50.0% over 1Y | +186 accounts+12.6% over 1Y |
| 7. Keyvantage Wealth Advisors CRD 331996 · Limited Liability Company | BETHLEHEM, PA | $339.4M Mar 2026 | +$37.7M+12.5% | — | — | — | 0 employees+0.0% over 1Y | -3 accounts-2.1% over 1Y |
| 8. Stark Wealth Management LLC CRD 309422 · Limited Liability Company | BETHLEHEM, PA | $262.5M Mar 2026 | +$130.7M+99.3% | — | — | +$130.7M+99.3% | +2 employees+100.0% over 1Y | -112 accounts-18.0% over 1Y |