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Find Top Financial Advisors in Scranton, Pennsylvania

Scranton, Pennsylvania is a city of over 75,700 residents, with a cost of living that's 5% lower than the state average. To benefit from this city's cost of living, exploring avenues for financial growth can prove beneficial with the help of an experienced financial advisor. Fortunately, WiserAdvisor's directory is a helpful resource to find a vetted financial advisor or a financial advisory firm experienced in working with Scranton residents. Ranked and pre-screened financial professionals listed on our directory below can provide personalized advice on retirement planning, investment strategies, wealth management, estate planning, and more, enabling them to help you make informed decisions about your financial future in Scranton, Pennsylvania. You may also use our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

Finding the Top Financial Advisor in Scranton, Pennsylvania

Last Updated - September 21, 2025

Scranton has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Scranton, Pennsylvania have an average of 21 years of experience.

NOTE: The list of vetted financial advisors in Scranton, Pennsylvania mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Scranton, Pennsylvania.

Qualified Financial Advisors in Scranton, Pennsylvania

Financial Advisor Experience AUM Minimum Assets Fee Structure
Frank Lepore
BLEAKLEY FINANCIAL GROUP
300 Kimball Drive,
Suite 310,
Parsippany, NJ 07054
21 Years Not Specified $250,000 Fee-Based

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Information on Qualified Financial Advisors in Scranton, Pennsylvania

Qualifications CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Compensation/Fee Fee-Based, Flat Fee


Office Location 300 Kimball Drive,
Suite 310,
Parsippany,
NJ
07054
Phone Number 973-244-4237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

About Bleakley Financial Group

Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Scranton, Pennsylvania (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
ALLIANCE WEALTH ADVISORS, LLC
538 Biden Street, Suite 700, Scranton, PA 18503
7 1383 $425,304,845
A percentage of AUM, Fixed fees, Commission Based
CAPITAL WEALTH INVESTMENTS
132 Adams Avenue, Scranton, PA 18503
3 1318 $398,519,141
A percentage of AUM, Fixed fees

    Frequently Asked Questions

    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.