AdvisorCensus / Financial advisors / Pennsylvania / Harrisburg, PA / Charles Schwab
Financial advisors in Harrisburg, PA using Charles Schwab
14 SEC-registered investment advisory firms headquartered in the Harrisburg, PA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Avantra Family Wealth, Inc. | Mechanicsburg | SEC-registered investment adviser | $100 million to $500 million |
| Conrad Siegel Investment Advisors | Harrisburg | SEC-registered investment adviser | Over $5 billion |
| Econ Wealth Management | Harrisburg | SEC-registered investment adviser | $100 million to $500 million |
| Enhancing Capital LLC | Harrisburg | SEC-registered investment adviser | $100 million to $500 million |
| Fischer Financial Services Inc | Harrisburg | SEC-registered investment adviser | $500 million to $1 billion |
| Grandview Asset Management LLC | Harrisburg | SEC-registered investment adviser | $100 million to $500 million |
| Guardian Asset Advisors, LLC | Mechanicsburg | SEC-registered investment adviser | $100 million to $500 million |
| Lifeguide Financial Advisors, LLC | Mechanicsburg | SEC-registered investment adviser | $500 million to $1 billion |
| Lighthouse Wealth Management, LLC | Camp Hill | SEC-registered investment adviser | $100 million to $500 million |
| River Wealth Advisors LLC | Camp Hill | SEC-registered investment adviser | $1 billion to $5 billion |
| Sevenbridge Financial Group, LLC | Harrisburg | SEC-registered investment adviser | $500 million to $1 billion |
| Stonebridge Financial Group, LLC | Wormleysburg | SEC-registered investment adviser | $1 billion to $5 billion |
| Taylor Securities Services, Inc. | Harrisburg | SEC-registered investment adviser | $100 million to $500 million |
| Yoffe Investment Management, LLC | Lemoyne | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Harrisburg, PA using Charles Schwab. https://advisorcensus.com/advisors/pa/harrisburg/custodians/charles-schwab https://advisorcensus.com/advisors/pa/harrisburg/custodians/charles-schwab