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Top Financial Advisors in Harleysville, PA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Harleysville, PA

You’ll have a range of options for advisory firms if you’re searching in Harleysville, but it’s crucial that you choose the advisor that’s most suitable for your financial situation. We’ve simplified your search process by creating a list of the top investment firms in the city. Our review compares such factors as assets under management (AUM), investment strategies, fee structure, advisory services and more. For more options, use SmartAsset’s free financial advisor matching tool. It will connect you with up to three advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Bernardo Wealth Planning, LLC Bernardo Wealth Planning, LLC logo Find an Advisor

Read Review

$503,425,702 $250,000
  • Portfolio management
  • Financial planning
  • Pension consulting

Minimum Assets

$250,000

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting
2 Canon Capital Investment Advisory Canon Capital Investment Advisory logo Find an Advisor

Read Review

$206,465,220 No set account minimum
  • Financial planning
  • Portfolio management 

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management 
  

What We Use in Our Methodology

To find the top financial advisors in Harleysville, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Bernardo Wealth Planning, LLC

Bernardo Wealth Planning comes in first on our list of Harleysville’s top advisors. The fee-based firm serves individuals, high-net-worth individuals, families, trusts, foundations, charitable organizations, pensions and corporations. 

Bernardo Wealth mainly charges asset-based fees and fixed fees for its advisory services, but certain advisors also earn commission-based compensation from the sale of securities and insurance products. This transaction-based compensation arrangement can create a conflict of interest. That said, Bernardo Wealth is bound by its fiduciary duty to work in each client’s best interest. 

Bernardo’s team includes certified financial planners (CFPs) and the firm has a minimum account size requirement of $250,000.

Bernardo Wealth Planning Background

Bernardo Wealth has been in business since 2017. The firm primarily provides investment management, financial planning and retirement plan consulting services. 

The firm’s principals are Nicholas Bernardo, Anthony Bernardo and Rose Bernardo.

Bernardo Wealth Planning Investment Strategy

Bernardo Wealth heavily relies upon asset allocation and utilizes a number of methods of securities analysis. These include fundamental analysis, technical analysis, cyclical analysis and charting analysis.

The firm’s Form ADV shows that it mainly invests in two different asset types: exchange-traded equity securities and securities issued by registered investment companies or business development companies. The firm also invests to a lesser extent in bonds, pooled investment vehicles, cash, and cash equivalents. 

Canon Capital Investment Advisory

Canon Capital Investment Advisory is a fee-only firm that works primarily with individuals below the high-net-worth threshold. Canon Capital also advises individual clients with high net worths, as well as pension and profit-sharing plans. 

The firm’s team of advisors offers a range of qualifications, including at least one team member with a certified financial planner (CFP), chartered financial analyst (CFA) and certified public accountant (CPA) designations. The firm also has advisors with the personal financial specialist (PFS), accredited investment fiduciary (AIF), chartered financial consultant (ChFC), accredited investment fiduciary analyst (AIFA) and certified management accountant (CMA) designations. 

As for the firm’s compensation arrangements, it mainly charges asset-based fees and hourly fees. Canon has no set account minimum.

Canon Capital Investment Advisory Background

Though established in 1987, Canon Capital became incorporated in 1989. The registered investment advisor firm’s primary advisory services are portfolio management and financial planning. 

Peter J. Roland is the firm’s principal owner. He has more than 30 years of experience in accounting, wealth management, family office and retirement plan services. 

Canon Capital Investment Advisory Investment Strategy

Canon Capital says on its form brochure that it uses portfolio optimization to select both aggressive and conservative investment allocations. The firm also says that each allocation comes with an estimated five-year return and an estimated 2.5% probability of worst loss.

Canon Capital uses mutual funds and exchange-traded funds (ETFs) to spread client risk, according to the firm’s brochure. It selects securities using a proprietary method that helps the firm rate and monitor investments.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.