Valley National Advisers Revenue, Growth & Competitor Profile

DBA VALLEY NATIONAL ADVISERS INC
DBA VALLEY NATIONAL GROUP, INC.

Company Profile & Annual Report for Valley National Advisers

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Valley National Advisers Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	1655 Valley Center Parkway Suite 100 Bethlehem, PA 18017

Note: Revenues for privately held companies are statistical evaluations.


Valley National Advisers's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Valley National Advisers's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Valley National Advisers is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Valley National Advisers Annual Revenue and Growth Rate

Valley National Advisers	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Valley National Advisers's revenues are gauged from an analysis of company filings.

Valley National Advisers's Income Statement (based on Industry Averages)

Valley National Advisers P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Valley National Advisers is developing and marketing. Valley National Advisers doesn't have any recent trademark applications, indicating Valley National Advisers is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
EXECUTIVEEDGE Financial advisory and consultancy services	09/15/2011
FINANCIAL ROADMAP Financial planning	11/21/2008
MYRETIREMENTPRO.COM Estate planning; Financial planning for retirement; Insurance administration; Insurance agencies in the field of life and long-term care	06/19/2008

See all trademarks and details in the Full Report.

Market Share of Valley National Advisers's Largest Competitors

A competitive analysis shows these companies are in the same general field as Valley National Advisers, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Valley National Advisers. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
KEYSTONE FINANCIAL MANAGEMENT	Nazareth, PA	100
CORNERSTONE BENEFITS	Bethlehem, PA	63
VALLEY NATIONAL ADVISERS	Bethlehem, PA	59
CAPITAL PLANNING SERVICES	Center Valley, PA	39
QUADRANT PRIVATE WEALTH MANAGEMENT	Bethlehem, PA	29
MTM FINANCIAL GROUP	Bethlehem, PA	28
JAY BREW	Bethlehem, PA	23
FOREVER 8 FUND	Bethlehem, PA	21
CHRISTOPHER D. MYERS	Center Valley, PA	20
CORBENIC PARTNERS	Bethlehem, PA	19

Future Competition: Valley National Advisers's Fastest Growing Competitors

These companies are in the same general field as Valley National Advisers and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)