Hyde Financial Group
“They explain everything and make suggestions on how to make sure you pay as little as possible on taxes or get the return you want.”
Best Financial Advisors in Reading, PA
15 firms listed · 9 in Reading · 1 open weekends · 9 rated 4.5+
Data verified October 24, 2026
Kaufman Financial Services
“He was very helpful in assisting me to untangle the massive amounts of mail I was receiving from Health insurance companies as I became eligible for Medicare.”
Spring Ridge Financial Group
Berkshire Investment Group
“He is committed as well as all of the brokers to their clients, and never failed to deliver.”
Brad Schneider, Good Life Financial Advisors
Cornerstone Financial Strategies
The 15 firms listed for Reading, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Reading, PA
Of the 15 firms we list here, 9 are in Reading itself and 6 come from Wyomissing (4, 3 mi), Shillington (1, 3 mi) and Sinking Spring (1, 3 mi). 9 of the firms on this page have a rating, and all of them are rated 5.0, across 18 reviews. 1 is open on weekends. 1 has a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Reading listed here?
9 of the 15 firms are located in Reading. The others come from other towns within 5 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Raymond James Financial Services
Concord Public Finance
Dennis B Pellegrini Peak Brokerage Services
Financial Planning Advisors
Alliance Financial
“This is a Team of experienced professionals that put the clients' inetrests before their own every time, and act with integrity and professionalism at every turn.”
Atlas Wealth Partners
Coactive Wealth Strategists
“Whenever I have met with Brad, I have felt inspired, more focused, and most importantly, heard.”
Berkshire Advisors
“Great job for me treat their clients with respect.”
Lifetime Financial Services
Why these companies made our list
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