# Financial advisors in Harrisburg, PA

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/harrisburg

## At a glance

- Investment advisory firms: 35
- Registration: SEC-registered investment adviser: 23, State-registered investment adviser: 12
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 12 (34%); Percentage of assets 32 (91%); Hourly charges 18 (51%); Fixed fees 19 (54%); Performance-based fees 1 (3%); Other 5 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 2 (6%); $25 million to $100 million 7 (20%); $100 million to $500 million 15 (43%); $500 million to $1 billion 4 (11%); $1 billion to $5 billion 2 (6%); Over $5 billion 1 (3%); Not reported 4 (11%)
- Years registered: Under 5 years 13 (37%); 5 to 9 years 6 (17%); 10 to 19 years 10 (29%); 20 years or more 6 (17%)

## Firms (page 1 of 1, 1 to 35 of 35, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Asset Strategy Retirement Plan Consultants, LLC](https://advisorcensus.com/firm/asset-strategy-retirement-plan-consultants-llc-camp-hill-pa-147982) ([md](https://advisorcensus.com/firm/asset-strategy-retirement-plan-consultants-llc-camp-hill-pa-147982.md)) | 147982 | Camp Hill, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Avantra Family Wealth, Inc.](https://advisorcensus.com/firm/avantra-family-wealth-inc-mechanicsburg-pa-288209) ([md](https://advisorcensus.com/firm/avantra-family-wealth-inc-mechanicsburg-pa-288209.md)) | 288209 | Mechanicsburg, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Boden Wealth](https://advisorcensus.com/firm/boden-wealth-lemoyne-pa-340590) ([md](https://advisorcensus.com/firm/boden-wealth-lemoyne-pa-340590.md)) | 340590 | Lemoyne, PA | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee |
| [Bowman Wealth Management Group](https://advisorcensus.com/firm/bowman-wealth-management-group-hershey-pa-340727) ([md](https://advisorcensus.com/firm/bowman-wealth-management-group-hershey-pa-340727.md)) | 340727 | Hershey, PA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Conrad Siegel Investment Advisors](https://advisorcensus.com/firm/conrad-siegel-investment-advisors-harrisburg-pa-123560) ([md](https://advisorcensus.com/firm/conrad-siegel-investment-advisors-harrisburg-pa-123560.md)) | 123560 | Harrisburg, PA | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [CSA Financial Management, Inc.](https://advisorcensus.com/firm/csa-financial-management-inc-hummelstown-pa-123316) ([md](https://advisorcensus.com/firm/csa-financial-management-inc-hummelstown-pa-123316.md)) | 123316 | Hummelstown, PA | State-registered investment adviser | $25 million to $100 million | 33 | % of assets |
| [Dentler Capital LLC](https://advisorcensus.com/firm/dentler-capital-llc-new-cumberland-pa-340875) ([md](https://advisorcensus.com/firm/dentler-capital-llc-new-cumberland-pa-340875.md)) | 340875 | New Cumberland, PA | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly |
| [DVB Private Wealth](https://advisorcensus.com/firm/dvb-private-wealth-harrisburg-pa-341684) ([md](https://advisorcensus.com/firm/dvb-private-wealth-harrisburg-pa-341684.md)) | 341684 | Harrisburg, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Econ Wealth Management](https://advisorcensus.com/firm/econ-wealth-management-harrisburg-pa-226774) ([md](https://advisorcensus.com/firm/econ-wealth-management-harrisburg-pa-226774.md)) | 226774 | Harrisburg, PA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Enhancing Capital LLC](https://advisorcensus.com/firm/enhancing-capital-llc-harrisburg-pa-290018) ([md](https://advisorcensus.com/firm/enhancing-capital-llc-harrisburg-pa-290018.md)) | 290018 | Harrisburg, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [First Light Wealth](https://advisorcensus.com/firm/first-light-wealth-hershey-pa-325471) ([md](https://advisorcensus.com/firm/first-light-wealth-hershey-pa-325471.md)) | 325471 | Hershey, PA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Fischer Financial Services Inc](https://advisorcensus.com/firm/fischer-financial-services-inc-harrisburg-pa-104616) ([md](https://advisorcensus.com/firm/fischer-financial-services-inc-harrisburg-pa-104616.md)) | 104616 | Harrisburg, PA | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets |
| [Grandview Asset Management LLC](https://advisorcensus.com/firm/grandview-asset-management-llc-harrisburg-pa-172357) ([md](https://advisorcensus.com/firm/grandview-asset-management-llc-harrisburg-pa-172357.md)) | 172357 | Harrisburg, PA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Guardian Asset Advisors, LLC](https://advisorcensus.com/firm/guardian-asset-advisors-llc-mechanicsburg-pa-144958) ([md](https://advisorcensus.com/firm/guardian-asset-advisors-llc-mechanicsburg-pa-144958.md)) | 144958 | Mechanicsburg, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [IFS Group](https://advisorcensus.com/firm/ifs-group-mechanicsburg-pa-328774) ([md](https://advisorcensus.com/firm/ifs-group-mechanicsburg-pa-328774.md)) | 328774 | Mechanicsburg, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Other |
| [Invariant Investment Management](https://advisorcensus.com/firm/invariant-investment-management-camp-hill-pa-168772) ([md](https://advisorcensus.com/firm/invariant-investment-management-camp-hill-pa-168772.md)) | 168772 | Camp Hill, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Keller Financial Group](https://advisorcensus.com/firm/keller-financial-group-camp-hill-pa-328195) ([md](https://advisorcensus.com/firm/keller-financial-group-camp-hill-pa-328195.md)) | 328195 | Camp Hill, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Langan Financial Group](https://advisorcensus.com/firm/langan-financial-group-camp-hill-pa-342937) ([md](https://advisorcensus.com/firm/langan-financial-group-camp-hill-pa-342937.md)) | 342937 | Camp Hill, PA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Lifeguide Financial Advisors, LLC](https://advisorcensus.com/firm/lifeguide-financial-advisors-llc-mechanicsburg-pa-284842) ([md](https://advisorcensus.com/firm/lifeguide-financial-advisors-llc-mechanicsburg-pa-284842.md)) | 284842 | Mechanicsburg, PA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Lighthouse Wealth Management, LLC](https://advisorcensus.com/firm/lighthouse-wealth-management-llc-camp-hill-pa-307529) ([md](https://advisorcensus.com/firm/lighthouse-wealth-management-llc-camp-hill-pa-307529.md)) | 307529 | Camp Hill, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Masland & Barrick Advisory, Inc](https://advisorcensus.com/firm/masland-and-barrick-advisory-inc-camp-hill-pa-111520) ([md](https://advisorcensus.com/firm/masland-and-barrick-advisory-inc-camp-hill-pa-111520.md)) | 111520 | Camp Hill, PA | State-registered investment adviser | Not reported | 30 | % of assets, Hourly |
| [Mercantile Advisors, LLC](https://advisorcensus.com/firm/mercantile-advisors-llc-camp-hill-pa-289040) ([md](https://advisorcensus.com/firm/mercantile-advisors-llc-camp-hill-pa-289040.md)) | 289040 | Camp Hill, PA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Mighty Oak Strong America Investment Company](https://advisorcensus.com/firm/mighty-oak-strong-america-investment-company-mechanicsburg-pa-123322) ([md](https://advisorcensus.com/firm/mighty-oak-strong-america-investment-company-mechanicsburg-pa-123322.md)) | 123322 | Mechanicsburg, PA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly |
| [Retirement Collaborative LLC](https://advisorcensus.com/firm/retirement-collaborative-llc-harrisburg-pa-145733) ([md](https://advisorcensus.com/firm/retirement-collaborative-llc-harrisburg-pa-145733.md)) | 145733 | Harrisburg, PA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee, Other |
| [River Wealth Advisors LLC](https://advisorcensus.com/firm/river-wealth-advisors-llc-camp-hill-pa-173767) ([md](https://advisorcensus.com/firm/river-wealth-advisors-llc-camp-hill-pa-173767.md)) | 173767 | Camp Hill, PA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [RWM Asset Management, LLC](https://advisorcensus.com/firm/rwm-asset-management-llc-new-bloomfield-pa-130468) ([md](https://advisorcensus.com/firm/rwm-asset-management-llc-new-bloomfield-pa-130468.md)) | 130468 | New Bloomfield, PA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [SAS Registered Investment Advisors, LLC](https://advisorcensus.com/firm/sas-registered-investment-advisors-llc-harrisburg-pa-126200) ([md](https://advisorcensus.com/firm/sas-registered-investment-advisors-llc-harrisburg-pa-126200.md)) | 126200 | Harrisburg, PA | State-registered investment adviser | Not reported | 22 | Other |
| [Sevenbridge Financial Group, LLC](https://advisorcensus.com/firm/sevenbridge-financial-group-llc-harrisburg-pa-281037) ([md](https://advisorcensus.com/firm/sevenbridge-financial-group-llc-harrisburg-pa-281037.md)) | 281037 | Harrisburg, PA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |
| [Snavely Associates Financial Services](https://advisorcensus.com/firm/snavely-associates-financial-services-lemoyne-pa-144405) ([md](https://advisorcensus.com/firm/snavely-associates-financial-services-lemoyne-pa-144405.md)) | 144405 | Lemoyne, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Stonebridge Financial Group, LLC](https://advisorcensus.com/firm/stonebridge-financial-group-llc-wormleysburg-pa-327529) ([md](https://advisorcensus.com/firm/stonebridge-financial-group-llc-wormleysburg-pa-327529.md)) | 327529 | Wormleysburg, PA | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Hourly, Fixed fee |
| [Stout Wealth Advisory Group, LLC](https://advisorcensus.com/firm/stout-wealth-advisory-group-llc-mechanicsburg-pa-130631) ([md](https://advisorcensus.com/firm/stout-wealth-advisory-group-llc-mechanicsburg-pa-130631.md)) | 130631 | Mechanicsburg, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Taylor Securities Services, Inc.](https://advisorcensus.com/firm/taylor-securities-services-inc-harrisburg-pa-304070) ([md](https://advisorcensus.com/firm/taylor-securities-services-inc-harrisburg-pa-304070.md)) | 304070 | Harrisburg, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [The Appalachian Financial Group](https://advisorcensus.com/firm/the-appalachian-financial-group-mechanicsburg-pa-332275) ([md](https://advisorcensus.com/firm/the-appalachian-financial-group-mechanicsburg-pa-332275.md)) | 332275 | Mechanicsburg, PA | State-registered investment adviser | Not reported | 0 | Other |
| [Wienken Advisors, Ltd.](https://advisorcensus.com/firm/wienken-advisors-ltd-mechanicsburg-pa-148335) ([md](https://advisorcensus.com/firm/wienken-advisors-ltd-mechanicsburg-pa-148335.md)) | 148335 | Mechanicsburg, PA | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee, Other |
| [Yoffe Investment Management, LLC](https://advisorcensus.com/firm/yoffe-investment-management-llc-lemoyne-pa-173454) ([md](https://advisorcensus.com/firm/yoffe-investment-management-llc-lemoyne-pa-173454.md)) | 173454 | Lemoyne, PA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |

## Questions people ask

**How many financial advisory firms are there in Harrisburg, PA?**
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.

**How many fee-only financial advisors are in Harrisburg, PA?**
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.

**How many financial advisors in Harrisburg, PA offer financial planning?**
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.

**Are the financial advisors in Harrisburg, PA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Pennsylvania](https://advisorcensus.com/advisors/pa) (https://advisorcensus.com/advisors/pa.md)
- [Financial advisors in Harrisburg, PA](https://advisorcensus.com/advisors/pa/harrisburg) (https://advisorcensus.com/advisors/pa/harrisburg.md)
- [Fee-only financial advisors in Harrisburg, PA](https://advisorcensus.com/advisors/pa/harrisburg/fee-only) (https://advisorcensus.com/advisors/pa/harrisburg/fee-only.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/pa/harrisburg.csv

Cite as: AdvisorCensus. Financial advisors in Harrisburg, PA: 35 firms from Form ADV filings as of October 2026.