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VALLEY NATIONAL ADVISERS INC
CRD 110788File 801-25126
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 1,320 | 1,391 | increased by71 |
| Apr 1, 2026 | AUM | $1,131,857,422 | $1,310,550,210 | increased by$178,692,788 |
| Apr 1, 2026 | Accounts | 5,984 | 4,912 | decreased by1,072 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 12 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,897 | 1,320 | decreased by577 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,254,691,224 | $1,131,857,422 | decreased by$122,833,802 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,991 | 5,984 | increased by993 |
| Apr 1, 2022 | Clients | 1,859 | 1,897 | increased by38 |
| Apr 1, 2022 | AUM | $1,105,560,995 | $1,254,691,224 | increased by$149,130,229 |
| Apr 1, 2022 | Accounts | 4,445 | 4,991 | increased by546 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VALLEY NATIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALLEY NATIONAL” may also match similarly-named firms). Confirm identity against each filing.
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.