Michael William Roper
Financial advisor at Valley National Advisers Inc · Bethlehem, PA
Last updated 2026-10-10
Claim your profileMichael William Roper is a financial advisor at Valley National Advisers Inc in Bethlehem, PA, CRD 5974739. IAPD registration began 2011-09-13.
Registration
- CRD number
- 5974739
- Registration status
- Active
- IAPD registration
- 2011-09-13
- Industry Experience
- 15 years
- Work Experience
- 15 years
- States registered
- PA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Work history
- 2011-08 to Present · Valley National Advisers Inc. · Bethlehem, PA
Current employment
- Valley National Advisers Inc · Bethlehem, PA
Valley National Advisers Inc
- Regulatory AUM
- $1,310,550,210
- Registered advisors
- 14
- Offices
- 3
- Clients per advisor
- 99.4 (Moderate)
- Average AUM per client
- $942.2K (Low)
- High-net-worth client ratio
- 29.5% (Moderate)
Valley National Advisers Inc: advisors, services and reported ETF investments
About
Michael William Roper is a financial advisor at Valley National Advisers Inc in Bethlehem, PA. The latest record indicates 15 years of industry experience and 15 years of reported work history.
SEC disclosures list additional business and community activities: Lee Initiatives/walnut Management: It is also the parent of walnut management corp (for profit), which includes a home health and medical company, board of directors member, 11/30/2021, attends bi-monthly meetings, 1-5 hours/month during non-business hours, 1-5 hours/month during business hours.
Valley National Advisers Inc's firm-level Form ADV reports 14 advisors across 3 offices; approximately 99.4 clients per advisor, average assets per client of $942,164, and regulatory AUM of $1.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $537M across 278 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael William Roper personally.
Reported ETF positions
Valley National Advisers reports 278 ETF positions worth $537M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHX — Schwab U.S. Large-Cap ETF | $62.1M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $38.9M |
| VTV — Vanguard Morningstar Value ETF | $36.4M |
| FELC — Fidelity Enhanced Large Cap Core ETF | $32.3M |
| FBND — Fidelity Total Bond ETF | $31M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Valley National Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $473.5K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | GARP — iShares MSCI USA Quality GARP ETF | $13.3M | Top 99.8% | Addressable AUM $15.2T · Peer conviction 94.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $1.4M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $10.1M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Valley National Advisers Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Bank (Including Separately Identifiable Dep
- Accountant or Accounting Firm
- Broker-Dealer or Municipal Securities Dea
- Banking or Thrift Institution
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
1655 Valley Center Parkway, Bethlehem, PA 18017
13 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 610-868-9000
- Website: vimeo.com/VNFASINCE1985
- Youtube
Official record
Are you Michael William Roper?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.