VALLEY NATIONAL ADVISERS INC
CRD #110788 SEC #801-25126 BETHLEHEM, PA 610-868-9000
SEC Registered Broker-Dealer
Total AUM
$1.1B
Discretionary
$1.1B
Employees
12
Clients
10
Accounts
5,984
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $5M | 12 | 0 |
| Feb 2025 | $1.3B | $1.3B | $4.3M | 15 | 0 |
| Aug 2024 | $1.3B | $1.3B | $4.3M | 15 | 0 |
| Mar 2024 | $1.3B | $1.3B | $4.3M | 15 | 0 |
| Jan 2024 | $1.1B | $1.1B | $3.6M | 15 | 0 |
| Nov 2023 | $1.1B | $1.1B | $3.6M | 15 | 0 |
| Mar 2023 | $1.1B | $1.1B | $3.6M | 15 | 0 |
| Mar 2023 | $1.1B | $1.1B | $3.6M | 15 | 0 |
| Jun 2022 | $1.3B | $1.3B | $4.5M | 15 | 0 |
| Mar 2022 | $1.3B | $1.3B | $4.5M | 15 | 0 |
| Sep 2021 | $1.1B | $1.1B | $3.7M | 15 | 0 |
| Mar 2021 | $1.1B | $1.1B | $3.7M | 15 | 0 |
| Jan 2021 | $1B | $1B | $3.2M | 13 | 0 |
| Jun 2020 | $1B | $1B | $3.2M | 13 | 0 |
| Mar 2020 | $1B | $1B | $3.2M | 13 | 0 |
| Dec 2019 | $897.2M | $829.8M | $67.3M | 13 | 0 |
| Nov 2019 | $897.2M | $829.8M | $67.3M | 13 | 0 |
| Sep 2019 | $897.2M | $829.8M | $67.3M | 13 | 0 |
| Apr 2019 | $897.2M | $829.8M | $67.3M | 13 | 0 |
| Mar 2019 | $897.2M | $829.8M | $67.3M | 13 | 0 |
| Feb 2019 | $864.6M | $790.9M | $73.7M | 10 | 0 |
| Oct 2018 | $864.6M | $790.9M | $73.7M | 10 | 0 |
| Feb 2018 | $864.6M | $790.9M | $73.7M | 10 | 0 |
| Mar 2017 | $698.2M | $671.6M | $26.6M | 10 | 1,400 |
| Oct 2016 | $608M | $577.8M | $30.2M | 10 | 1,300 |
| Dec 2015 | $608M | $577.8M | $30.2M | 10 | 1,300 |
| Dec 2014 | $555.9M | $520.7M | $35.2M | 11 | 1,100 |
| Jun 2014 | $494M | $414.8M | $79.1M | 12 | 1,000 |
| Mar 2014 | $494M | $414.8M | $79.1M | 12 | 1,000 |
| Dec 2013 | $494M | $414.8M | $79.1M | 12 | 1,000 |
| Apr 2013 | $392.1M | $348.4M | $43.7M | 10 | 1,000 |
| Feb 2013 | $392.1M | $348.4M | $43.7M | 10 | 1,000 |
| Jan 2013 | $392.1M | $348.4M | $43.7M | 10 | 1,000 |
| Jan 2013 | $392.1M | $348.4M | $43.7M | 10 | 1,000 |
| Jan 2013 | $392.1M | $348.4M | $43.7M | 10 | 1,000 |
| Dec 2012 | $392.1M | $348.4M | $43.7M | 10 | 1,000 |
| Apr 2012 | $371.7M | $313.4M | $58.4M | 6 | 900 |
| Dec 2011 | $371.7M | $313.4M | $58.4M | 6 | 900 |
| Jun 2011 | $316.4M | $238.9M | $77.6M | 10 | -- |
| Feb 2011 | $316.4M | $238.9M | $77.6M | 10 | -- |
| Dec 2010 | $316.4M | $238.9M | $77.6M | 10 | -- |
| Jun 2010 | $235.5M | $157.9M | $77.6M | 10 | -- |
| May 2010 | $235.5M | $157.9M | $77.6M | 10 | -- |
| Dec 2007 | $162.9M | $0 | $162.9M | 10 | -- |
| Sep 2007 | $132.7M | $0 | $132.7M | 10 | -- |
| Mar 2007 | $132.7M | $0 | $132.7M | 10 | -- |
| Jan 2007 | $132.7M | $0 | $132.7M | 10 | -- |
| Nov 2006 | $106.7M | $0 | $106.7M | -- | -- |
| Dec 2005 | $106.7M | $0 | $106.7M | -- | -- |
| Jan 2005 | $112.3M | $0 | $112.3M | -- | -- |
| Dec 2004 | $81.5M | $0 | $81.5M | -- | -- |
| May 2004 | $81.5M | $0 | $81.5M | -- | -- |
| May 2004 | $81.5M | $0 | $81.5M | -- | -- |
| Dec 2003 | $81.5M | $0 | $81.5M | -- | -- |
| Nov 2001 | $85.2M | $0 | $85.2M | -- | -- |
| Oct 2001 | $85.2M | $0 | $85.2M | -- | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$5M
Employees12
Clients0
DateFeb 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.3M
Employees15
Clients0
DateAug 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.3M
Employees15
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.3M
Employees15
Clients0
DateJan 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.6M
Employees15
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.6M
Employees15
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.6M
Employees15
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.6M
Employees15
Clients0
DateJun 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.5M
Employees15
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.5M
Employees15
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.7M
Employees15
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.7M
Employees15
Clients0
DateJan 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$3.2M
Employees13
Clients0
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$3.2M
Employees13
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$3.2M
Employees13
Clients0
DateDec 2019
Total AUM$897.2M
Discretionary$829.8M
Non-Disc.$67.3M
Employees13
Clients0
DateNov 2019
Total AUM$897.2M
Discretionary$829.8M
Non-Disc.$67.3M
Employees13
Clients0
DateSep 2019
Total AUM$897.2M
Discretionary$829.8M
Non-Disc.$67.3M
Employees13
Clients0
DateApr 2019
Total AUM$897.2M
Discretionary$829.8M
Non-Disc.$67.3M
Employees13
Clients0
DateMar 2019
Total AUM$897.2M
Discretionary$829.8M
Non-Disc.$67.3M
Employees13
Clients0
DateFeb 2019
Total AUM$864.6M
Discretionary$790.9M
Non-Disc.$73.7M
Employees10
Clients0
DateOct 2018
Total AUM$864.6M
Discretionary$790.9M
Non-Disc.$73.7M
Employees10
Clients0
DateFeb 2018
Total AUM$864.6M
Discretionary$790.9M
Non-Disc.$73.7M
Employees10
Clients0
DateMar 2017
Total AUM$698.2M
Discretionary$671.6M
Non-Disc.$26.6M
Employees10
Clients1,400
DateOct 2016
Total AUM$608M
Discretionary$577.8M
Non-Disc.$30.2M
Employees10
Clients1,300
DateDec 2015
Total AUM$608M
Discretionary$577.8M
Non-Disc.$30.2M
Employees10
Clients1,300
DateDec 2014
Total AUM$555.9M
Discretionary$520.7M
Non-Disc.$35.2M
Employees11
Clients1,100
DateJun 2014
Total AUM$494M
Discretionary$414.8M
Non-Disc.$79.1M
Employees12
Clients1,000
DateMar 2014
Total AUM$494M
Discretionary$414.8M
Non-Disc.$79.1M
Employees12
Clients1,000
DateDec 2013
Total AUM$494M
Discretionary$414.8M
Non-Disc.$79.1M
Employees12
Clients1,000
DateApr 2013
Total AUM$392.1M
Discretionary$348.4M
Non-Disc.$43.7M
Employees10
Clients1,000
DateFeb 2013
Total AUM$392.1M
Discretionary$348.4M
Non-Disc.$43.7M
Employees10
Clients1,000
DateJan 2013
Total AUM$392.1M
Discretionary$348.4M
Non-Disc.$43.7M
Employees10
Clients1,000
DateJan 2013
Total AUM$392.1M
Discretionary$348.4M
Non-Disc.$43.7M
Employees10
Clients1,000
DateJan 2013
Total AUM$392.1M
Discretionary$348.4M
Non-Disc.$43.7M
Employees10
Clients1,000
DateDec 2012
Total AUM$392.1M
Discretionary$348.4M
Non-Disc.$43.7M
Employees10
Clients1,000
DateApr 2012
Total AUM$371.7M
Discretionary$313.4M
Non-Disc.$58.4M
Employees6
Clients900
DateDec 2011
Total AUM$371.7M
Discretionary$313.4M
Non-Disc.$58.4M
Employees6
Clients900
DateJun 2011
Total AUM$316.4M
Discretionary$238.9M
Non-Disc.$77.6M
Employees10
Clients--
DateFeb 2011
Total AUM$316.4M
Discretionary$238.9M
Non-Disc.$77.6M
Employees10
Clients--
DateDec 2010
Total AUM$316.4M
Discretionary$238.9M
Non-Disc.$77.6M
Employees10
Clients--
DateJun 2010
Total AUM$235.5M
Discretionary$157.9M
Non-Disc.$77.6M
Employees10
Clients--
DateMay 2010
Total AUM$235.5M
Discretionary$157.9M
Non-Disc.$77.6M
Employees10
Clients--
DateDec 2007
Total AUM$162.9M
Discretionary$0
Non-Disc.$162.9M
Employees10
Clients--
DateSep 2007
Total AUM$132.7M
Discretionary$0
Non-Disc.$132.7M
Employees10
Clients--
DateMar 2007
Total AUM$132.7M
Discretionary$0
Non-Disc.$132.7M
Employees10
Clients--
DateJan 2007
Total AUM$132.7M
Discretionary$0
Non-Disc.$132.7M
Employees10
Clients--
DateNov 2006
Total AUM$106.7M
Discretionary$0
Non-Disc.$106.7M
Employees--
Clients--
DateDec 2005
Total AUM$106.7M
Discretionary$0
Non-Disc.$106.7M
Employees--
Clients--
DateJan 2005
Total AUM$112.3M
Discretionary$0
Non-Disc.$112.3M
Employees--
Clients--
DateDec 2004
Total AUM$81.5M
Discretionary$0
Non-Disc.$81.5M
Employees--
Clients--
DateMay 2004
Total AUM$81.5M
Discretionary$0
Non-Disc.$81.5M
Employees--
Clients--
DateMay 2004
Total AUM$81.5M
Discretionary$0
Non-Disc.$81.5M
Employees--
Clients--
DateDec 2003
Total AUM$81.5M
Discretionary$0
Non-Disc.$81.5M
Employees--
Clients--
DateNov 2001
Total AUM$85.2M
Discretionary$0
Non-Disc.$85.2M
Employees--
Clients--
DateOct 2001
Total AUM$85.2M
Discretionary$0
Non-Disc.$85.2M
Employees--
Clients--