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VALLEY NATIONAL ADVISERS INC
CRD 110788File 801-25126
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.31B
Above cohort median (national)
Discretionary AUM
$1.30B
Non-discretionary $5.7M
Clients
1,391
4,912 accounts
Employees
13
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 30, 1985
- Principal office
- 1655 VALLEY CENTER PARKWAY, SUITE 100, BETHLEHEM, PA, 18017
- Phone
- 610-868-9000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.31B
- Discretionary AUM
- $1.30B
- Non-discretionary AUM
- $5.7M
- Discretionary accounts
- 4,910
- Non-discretionary accounts
- 2
- Total accounts
- 4,912
- AUM per client
- $942K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $5.8M |
| Charitable organizations | 10 | $4.7M |
| High net worth individuals | 410 | $1.07B |
| Pension and profit sharing plans | 10 | $4.1M |
| Individuals (other than high net worth individuals) | 943 | $229.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.