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AdvisorCensus / Financial advisors / Pennsylvania / Harrisburg, PA / Fidelity Investments

Financial advisors in Harrisburg, PA using Fidelity Investments

4 SEC-registered investment advisory firms headquartered in the Harrisburg, PA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Harrisburg, PA ยท How this list is built

FirmCityRegistrationAssets band
Asset Strategy Retirement Plan Consultants, LLCCamp HillSEC-registered investment adviser$100 million to $500 million
Fischer Financial Services IncHarrisburgSEC-registered investment adviser$500 million to $1 billion
Mighty Oak Strong America Investment CompanyMechanicsburgSEC-registered investment adviser$100 million to $500 million
Sevenbridge Financial Group, LLCHarrisburgSEC-registered investment adviser$500 million to $1 billion

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. Fidelity Investments nationwide

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AdvisorCensus. Financial advisors in Harrisburg, PA using Fidelity Investments. https://advisorcensus.com/advisors/pa/harrisburg/custodians/fidelity
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