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
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$503,425,702 | $250,000 |
|
Minimum Assets$250,000Financial Services
|
| 2 |
Canon Capital Investment Advisory
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$206,465,220 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
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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:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. 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. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
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.
