A Better Way Financial, LLC: new SEC registration, $109M AUM, Allentown, PA
A Better Way Financial, LLC (Allentown, Pennsylvania): new SEC registration, $109M AUM, Allentown, PA. Its amount of 109 is below the median of 134 (22nd percentile). Dated 155 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 109 · 22th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 29 related PA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | A Better Way Financial, LLC |
| Legal name | A Better Way Financial, LLC |
| CRD | 304914 |
| Status | Approved |
| Registered with the SEC | 2026-06-02 |
| Latest Form ADV filing | 2026-09-21 |
| Location | Allentown, PA, United States |
| Regulatory AUM | $108,964,358 |
| Accounts | 980 |
| Employees | 10 |
| Website | https://www.linkedin.com/company/a-better-way-financial/ |
| amount percentile | 22th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (30 PA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (PA first): Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Fs Digital Infrastructure Advisor, LLC · Emerald Investment Advisers, LLC · Valen Private Capital, LLC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: A Better Way Financial, LLC and 30 Pennsylvania peers
- Pennsylvania NewRiaPulse records like this one: 30
- A Better Way Financial, LLC's amount: 22nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Pennsylvania peer: $6,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $109M under management.
- Website on file.
What is the NewRiaPulse record for A Better Way Financial, LLC in Allentown, Pennsylvania?
A Better Way Financial, LLC received SEC registration as an investment adviser (2026-06-02) with $108,964,358 in regulatory assets under management, based in Allentown, PA.
How does A Better Way Financial, LLC compare to other Pennsylvania NewRiaPulse records?
Its amount of 109 is below the median (22th percentile); smaller records often move faster and face less competition. It is 155 days old; check the official source for later updates before acting.
A Better Way Financial, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| A Better Way Financial, LLC | Allentown, PA | 109 | 22nd | 2026-06-02 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Pennsylvania NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.