{ "path": "/advisors/pa/harrisburg", "url": "https://advisorcensus.com/advisors/pa/harrisburg", "page_type": "metro", "title": "Financial advisors in Harrisburg, PA", "filters": {}, "scope_total": 35, "faq": [ { "q": "How many financial advisory firms are there in Harrisburg, PA?", "a": "AdvisorCensus lists 35 investment advisory firms with a principal office in the Harrisburg metro area, from Form ADV filings as of October 2026: 23 SEC-registered, 12 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Harrisburg, PA?", "a": "12 of the 35 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Harrisburg, PA offer financial planning?", "a": "27 of the 35 firms in Harrisburg, PA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Harrisburg, PA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 12 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 35 investment advisory firms with a principal office in the Harrisburg metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Harrisburg has 35 investment advisory firms with a principal office in the metro area as of October 2026: 23 SEC-registered, 12 state-registered, and 0 exempt reporting advisers. 12 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 9 report under $100 million in regulatory assets under management. The metro area has 246,084 households, 26,609 of them with income of $200,000 or more, or 760 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Harrisburg, PA: 35 firms from Form ADV filings as of October 2026.", "total_firms": 35, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 23, "state": 12, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 12 }, { "code": "percentage_of_aum", "count": 32 }, { "code": "hourly", "count": 18 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 19 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 1 }, { "code": "other", "count": 5 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 13 }, { "code": "5_to_9", "count": 6 }, { "code": "10_to_19", "count": 10 }, { "code": "20_plus", "count": 6 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 2 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 15 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 2 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 4 } ], "firms": [ { "crd_number": 147982, "name": "Asset Strategy Retirement Plan Consultants, LLC", "name_as_filed": "ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/asset-strategy-retirement-plan-consultants-llc-camp-hill-pa-147982", "city": "Camp Hill", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288209, "name": "Avantra Family Wealth, Inc.", "name_as_filed": "AVANTRA FAMILY WEALTH, INC.", "url": "https://advisorcensus.com/firm/avantra-family-wealth-inc-mechanicsburg-pa-288209", "city": "Mechanicsburg", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340590, "name": "Boden Wealth", "name_as_filed": "BODEN WEALTH", "url": "https://advisorcensus.com/firm/boden-wealth-lemoyne-pa-340590", "city": "Lemoyne", "state": "PA", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340727, "name": "Bowman Wealth Management Group", "name_as_filed": "BOWMAN WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/bowman-wealth-management-group-hershey-pa-340727", "city": "Hershey", "state": "PA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123560, "name": "Conrad Siegel Investment Advisors", "name_as_filed": "CONRAD SIEGEL INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/conrad-siegel-investment-advisors-harrisburg-pa-123560", "city": "Harrisburg", "state": "PA", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123316, "name": "CSA Financial Management, Inc.", "name_as_filed": "CSA FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/csa-financial-management-inc-hummelstown-pa-123316", "city": "Hummelstown", "state": "PA", "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340875, "name": "Dentler Capital LLC", "name_as_filed": "DENTLER CAPITAL LLC", "url": "https://advisorcensus.com/firm/dentler-capital-llc-new-cumberland-pa-340875", "city": "New Cumberland", "state": "PA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 341684, "name": "DVB Private Wealth", "name_as_filed": "DVB PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/dvb-private-wealth-harrisburg-pa-341684", "city": "Harrisburg", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 226774, "name": "Econ Wealth Management", "name_as_filed": "ECON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/econ-wealth-management-harrisburg-pa-226774", "city": "Harrisburg", "state": "PA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290018, "name": "Enhancing Capital LLC", "name_as_filed": "ENHANCING CAPITAL LLC", "url": "https://advisorcensus.com/firm/enhancing-capital-llc-harrisburg-pa-290018", "city": "Harrisburg", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325471, "name": "First Light Wealth", "name_as_filed": "FIRST LIGHT WEALTH", "url": "https://advisorcensus.com/firm/first-light-wealth-hershey-pa-325471", "city": "Hershey", "state": "PA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104616, "name": "Fischer Financial Services Inc", "name_as_filed": "FISCHER FINANCIAL SERVICES INC", "url": "https://advisorcensus.com/firm/fischer-financial-services-inc-harrisburg-pa-104616", "city": "Harrisburg", "state": "PA", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172357, "name": "Grandview Asset Management LLC", "name_as_filed": "GRANDVIEW ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/grandview-asset-management-llc-harrisburg-pa-172357", "city": "Harrisburg", "state": "PA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144958, "name": "Guardian Asset Advisors, LLC", "name_as_filed": "GUARDIAN ASSET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/guardian-asset-advisors-llc-mechanicsburg-pa-144958", "city": "Mechanicsburg", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328774, "name": "IFS Group", "name_as_filed": "IFS GROUP", "url": "https://advisorcensus.com/firm/ifs-group-mechanicsburg-pa-328774", "city": "Mechanicsburg", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 168772, "name": "Invariant Investment Management", "name_as_filed": "INVARIANT INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/invariant-investment-management-camp-hill-pa-168772", "city": "Camp Hill", "state": "PA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328195, "name": "Keller Financial Group", "name_as_filed": "KELLER FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/keller-financial-group-camp-hill-pa-328195", "city": "Camp Hill", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342937, "name": "Langan Financial Group", "name_as_filed": "LANGAN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/langan-financial-group-camp-hill-pa-342937", "city": "Camp Hill", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284842, "name": "Lifeguide Financial Advisors, LLC", "name_as_filed": "LIFEGUIDE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lifeguide-financial-advisors-llc-mechanicsburg-pa-284842", "city": "Mechanicsburg", "state": "PA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307529, "name": "Lighthouse Wealth Management, LLC", "name_as_filed": "LIGHTHOUSE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lighthouse-wealth-management-llc-camp-hill-pa-307529", "city": "Camp Hill", "state": "PA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111520, "name": "Masland & Barrick Advisory, Inc", "name_as_filed": "MASLAND & BARRICK ADVISORY, INC", "url": "https://advisorcensus.com/firm/masland-and-barrick-advisory-inc-camp-hill-pa-111520", "city": "Camp Hill", "state": "PA", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 289040, "name": "Mercantile Advisors, LLC", "name_as_filed": "MERCANTILE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mercantile-advisors-llc-camp-hill-pa-289040", "city": "Camp Hill", "state": "PA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123322, "name": "Mighty Oak Strong America Investment Company", "name_as_filed": "MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY", "url": "https://advisorcensus.com/firm/mighty-oak-strong-america-investment-company-mechanicsburg-pa-123322", "city": "Mechanicsburg", "state": "PA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145733, "name": "Retirement Collaborative LLC", "name_as_filed": "RETIREMENT COLLABORATIVE LLC", "url": "https://advisorcensus.com/firm/retirement-collaborative-llc-harrisburg-pa-145733", "city": "Harrisburg", "state": "PA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 173767, "name": "River Wealth Advisors LLC", "name_as_filed": "RIVER WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/river-wealth-advisors-llc-camp-hill-pa-173767", "city": "Camp Hill", "state": "PA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130468, "name": "RWM Asset Management, LLC", "name_as_filed": "RWM ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rwm-asset-management-llc-new-bloomfield-pa-130468", "city": "New Bloomfield", "state": "PA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126200, "name": "SAS Registered Investment Advisors, LLC", "name_as_filed": "SAS REGISTERED INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sas-registered-investment-advisors-llc-harrisburg-pa-126200", "city": "Harrisburg", "state": "PA", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 281037, "name": "Sevenbridge Financial Group, LLC", "name_as_filed": "SEVENBRIDGE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/sevenbridge-financial-group-llc-harrisburg-pa-281037", "city": "Harrisburg", "state": "PA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144405, "name": "Snavely Associates Financial Services", "name_as_filed": "SNAVELY ASSOCIATES FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/snavely-associates-financial-services-lemoyne-pa-144405", "city": "Lemoyne", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327529, "name": "Stonebridge Financial Group, LLC", "name_as_filed": "STONEBRIDGE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/stonebridge-financial-group-llc-wormleysburg-pa-327529", "city": "Wormleysburg", "state": "PA", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130631, "name": "Stout Wealth Advisory Group, LLC", "name_as_filed": "STOUT WEALTH ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/stout-wealth-advisory-group-llc-mechanicsburg-pa-130631", "city": "Mechanicsburg", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304070, "name": "Taylor Securities Services, Inc.", "name_as_filed": "TAYLOR SECURITIES SERVICES, INC.", "url": "https://advisorcensus.com/firm/taylor-securities-services-inc-harrisburg-pa-304070", "city": "Harrisburg", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332275, "name": "The Appalachian Financial Group", "name_as_filed": "THE APPALACHIAN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/the-appalachian-financial-group-mechanicsburg-pa-332275", "city": "Mechanicsburg", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 148335, "name": "Wienken Advisors, Ltd.", "name_as_filed": "WIENKEN ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/wienken-advisors-ltd-mechanicsburg-pa-148335", "city": "Mechanicsburg", "state": "PA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 173454, "name": "Yoffe Investment Management, LLC", "name_as_filed": "YOFFE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/yoffe-investment-management-llc-lemoyne-pa-173454", "city": "Lemoyne", "state": "PA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/pa", "label": "Financial advisors in Pennsylvania" }, "metro": { "path": "/advisors/pa/harrisburg", "label": "Financial advisors in Harrisburg, PA" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/pa/harrisburg/fee-only", "label": "Fee-only financial advisors in Harrisburg, PA", "firm_count": 12 }, { "path": "/advisors/pa/harrisburg/flat-fee", "label": "Flat-fee financial advisors in Harrisburg, PA", "firm_count": 19 }, { "path": "/advisors/pa/harrisburg/hourly", "label": "Hourly financial advisors in Harrisburg, PA", "firm_count": 18 } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/pa/harrisburg.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 3, "sec_registered_at_start": 21, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 3 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }