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Asset managers
Alphabetical directory; please purchase a PDF version of the list as it appeared in the paper if you wish to see a ranked list.
Rank
Company
Website
Phone
Headquarters
Year established locally
Services provided
1
Anchor Financial Group LLC
www.anchorfinancialgroup.com
717-975-0509
800-377-3097
Hampden Twp.
1990
Retirement and financial planning, investment management
2
AUG Inc. dba Gross Investments
www.gross-investments.com
717-299-4423
Lancaster
1988
Provides investment advice to individuals, companies and other investment advisers
3
BNY Mellon Wealth Management
www.bnywealthmanagement.com
717-221-3002
New York City
DNR
Asset management, asset servicing, private banking, family governance, wealth and estate planning
4
Conrad Siegel Investment Advisors Inc.
www.conradsiegel.com/investments
717-652-5633
Susquehanna Twp.
2002
Provides independent investment consulting services to 401(k) and defined benefit plans, colleges and universities and high-net-worth individuals
5
Counsel Trust Co. dba Counsel Trust Group
www.counseltrust.com
717-718-1600
York Twp.
1986
Wealth management and trust services
6
Emerald Advisers Inc.
www.teamemerald.com
717-396-1116
800-722-4123
Manheim Twp.
1991
Asset management firm providing research-based portfolio management
7
Fischer Financial Services Inc.
www.fischerfinancialservices.com
717-233-8901
888-886-1902
Susquehanna Twp.
1988
Investment management
8
FMA Advisory Inc.
www.fmaadvisory.com
717-232-8850
Harrisburg
1982
Fee-only fiduciary asset management
9
Freedom Financial Wealth Management Inc.
www.ffwm.net
717-920-0770
877-935-3640
Lemoyne
2005
Financial services, including fee-based financial planning
10
Fulton Financial Advisors
www.fultonfinancialadvisors.com
717-291-2411
866-332-8393
Lancaster
2001
Financial services, investment management and planning
11
HB&W Inc. dba Hazlett Burt & Watson and Security National Trust Co.
www.hazlettburt.com
717-397-5988
800-657-9944
Wheeling, W.Va.
1994
Investment broker, registered investment adviser and trust services
12
ISI Financial Group Inc.
www.isifinancialgroup.com
717-393-3353
Manheim Twp.
1985
Fee-only financial planning and wealth management, retirement planning, 401(k) plans, tax-managed portfolios
13
Jonestown Bank & Trust Co.
www.bankjbt.com
717-274-5180
Jonestown
1873
Full range of business and consumer banking products
14
RKL Wealth Management LLC
www.rklwealth.com
717-399-1700
Manheim Twp.
1999
Investment management, wealth management, pension consulting, financial planning
15
MML Investors Services LLC dba uFinancial Group
www.ufinancialgroup.com
717-791-3300
Springfield, Mass.
1890
Financial services firm offering life, disability income and long-term care insurance; financial planning, annuities and investments
16
PeoplesBank
www.peoplesbanknet.com
717-846-1970
888-846-1970
York Twp.
1864
Full-service financial institution
17
RBC Capital Markets LLC dba RBC Wealth Management
www.rbc.com
717-724-4221
Minneapolis
2005
Provides financial planning, estate planning and investment advisory services for individuals and 401(k) plans for businesses
18
Riggle & Associates LLC dba Riggle & Associates Wealth Management
www.rigglewealth.com
717-630-1001
877-799-1001
Hanover
2007
Investment management, retirement income planning and estate planning
19
Rodgers & Associates Ltd.
www.rodgers-associates.com
717-560-3800
888-876-3437
Manheim Twp.
1996
Fee-only wealth-management firm specializing in clients who are retired or planning on retirement in the next few years
20
Roof Advisory Group Inc.
www.roofadvisory.com
717-260-9281
866-846-9281
Harrisburg
1998
Fee-only independent investment management firm providing portfolio mgt., investment advisory, wealth mgt. and financial planning
21
Select Asset Management & Trust Co.
717-972-1300
Lower Allen Twp.
1997
Asset management, investment consulting, trust