Valley National Advisers Inc

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$267K

Accounts

4,912

Employees

Advisory reps

Firm details

Headquarters: Bethlehem, Pennsylvania
CRD number: 110788
Registered since: August 30, 1985
Website: valleynationalgroup.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.42%
Individuals17.47%
Corporations / Businesses0.44%
Charitable Organizations0.36%
Pension & Profit Sharing Plans0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Valley National Advisers Inc is a corporation operating as a non-independent retail Registered Investment Adviser. The firm is SEC-registered (initial registration in 1985) and serves both individual/family and institutional clients. Its advisory scope emphasizes financial planning and portfolio management for individuals, small businesses, and institutions. Valley National Advisers also operates affiliated business lines — broker-dealer, insurance brokerage, banking and accounting — which shape the products it offers and distribution pathways for insurance and bank products. Compensation models include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and maintains a mix of advisory and intermediation roles rather than acting as an allocator of proprietary private capital. Valley National Advisers received recognition in 2020, appearing on the Financial Times Top 300 RIA Firms list and a Top RIA Firms list from FA Magazine.