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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
Twitter handle
Phone
Headquarters
Year established locally
Services provided
1

Align Wealth Strategies LLC
www.alignfsg.com
717-207-9230
Manheim Twp.
2008
Personal wealth advisors and company retirement plan consultants
2

Ambassador Advisors LLC
www.ambassadoradvisors.com
717-560-8300
800-395-7660
Manheim Twp.
1990
Wealth management
3
Anchor Financial Group LLC
www.anchorfinancialgroup.com
717-975-0509
800-377-3097
Hampden Twp.
1990
Retirement and financial planning, investment management
4
AUG Inc. dba Gross Investments
www.gross-investments.com
717-299-4423
Lancaster
1988
Provides investment advice to individuals, companies and other investment advisers
5
Bank of New York Mellon Corp. dba BNY Mellon Wealth Management
www.bnymellonwealth.com
@bnymellonwealth
717-461-7019
New York City
DNR
Asset management, asset servicing, private banking, family governance, wealth and estate planning
6

Boyd Senior Planning Ltd. dba Sequinox
www.sequinox.com
@SequinoxAdvisor
717-397-7957
800-348-5250
Lancaster
2002
Financial advisory firm
7
BRE Financial Solutions Inc.
www.brefinancial.com
717-489-1765
N. Londonderry Twp.
2006
Retirement benefits for employers, with a focus on employer fiduciary responsibilities; financial planning
8
Bryn Mawr Trust Co.
www.bmtc.com
717-534-3225
888-482-1905
Derry Twp.
1905
Strategic wealth and investment mgt.; fidicuary, philanthropic, family office, nonprofit and retirement services
9
Clelan and Co.
www.clelan.com
717-761-4633
800-464-0038
E. Pennsboro Twp.
1989
Financial advisers
10
Clermont Wealth Strategies
www.clermontwealth.com
DNR
DNR
DNR
DNR
11
Connors Investor Services Inc.
www.connorsinvestor.com
610-376-7418
877-376-7418
Spring Twp., Berks Co.
1969
Independent discretionary portfolio management firm providing investment advisory services to individuals, institutions, and businesses nationwide.
12
Conrad Siegel Investment Advisors Inc.
www.conradsiegel.com
@ConradSiegelAct
717-652-5633
Susquehanna Twp.
2002
SEC-registered investment advisory firm providing independent consulting services to retirement plans, corporations and individuals
13
Counsel Trust Co. dba Counsel Trust Group
www.counseltrust.com
717-718-1600
York Twp.
1986
Wealth management and trust services
14

Domani Wealth LLC
www.domaniwealth.com
717-393-9721
855-855-5455
E. Lampeter Twp.
1995
Registered investment advisory firm specializing in comprehensive wealth and investment management
15
EHD Advisory Services Inc.
www.ehdadvisory.com
717-390-4336
Lancaster
2003
Investment management, financial planning and 401k/profit-sharing
16

Emerald Advisers LLC
www.teamemerald.com
717-556-8900
800-722-4123
Manheim Twp.
1991
Asset management firm providing research-based portfolio management
17
Everence Central Penn
www.everence.com/Lancaster
717-653-6662
800-653-9723
DNR
2009
Investments; charitable giving; financial, trust and estate planning; individual insurance; group health insurance; employee benefits; banking
18
First Financial Group
www.firstfinancialgroup.com
717-393-4465
E. Lampeter Twp.
2002
Independently owned financial-services firm
19
First National Trust Co. dba FNB Wealth Management Co.
www.fnb-online.com
DNR
800-555-5455
Pittsburgh
1864
Comprehensive brokerage, trust and investment advisory solutions to meet wealth objectives for consumers, businesses, non-profits and philanthropies
20

Fischer Financial Services Inc.
www.fischerfinancialservices.com
717-233-8901
888-886-1902
Susquehanna Twp.
1988
Investment management
21

FMA Advisory Inc.
www.fma-advisory.com
717-232-8850
Harrisburg
1982
Fee-only fiduciary asset management
22
Freedom Financial Wealth Management Inc.
www.ffwm.net
717-920-0770
877-935-3640
Lemoyne
2005
Financial services, including fee-based financial planning
23

Fulton Financial Advisors
www.fultonfinancialadvisors.com
717-291-2411
866-332-8393
Lancaster
2001
Financial services, investment management and planning
24
Gardner Russo & Gardner LLC
717-299-1385
Lancaster
1968
Discretionary portfolio management
25
Hanover Capital Management Inc.
www.hancapman.com
717-637-1333
800-636-3653
Hanover
1992
Full-service stockbrokers and financial planning
26
Harry R. Holm CHFC Financial Advisory Services
717-633-6844
Hanover
1988
Financial planning, portfolio management
27
Harvest Rock Advisors LLC
www.harvrock.com
@harvrockadvisor
717-814-5115
800-650-6005
York
2013
Financial planning
28

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
29
Hershey Trust Co.
www.hersheytrust.com
717-534-3225
888-482-1905
Derry Twp.
1905
Investment management and trust services
30
Huston-Fox Financial Advisory Services LLC
www.hustonfox.com
717-398-2040
Hanover
1988
Fee-only investment management and financial planning services
31
Invariant Investment Management LLC
www.invariantinvestments.com
717-317-9006
Wormleysburg
2014
Investment management and advisory
32

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
33
Janney Montgomery Scott
www.janney.com
717-731-4400
800-622-7200
Philadelphia
1976
Full-service regional brokerage
34
JD Financial Services Inc. dba First Command Financial Planning Inc.
www.firstcommand.com
717-960-0012
800-443-2014
Carlisle
2007
Investing, insurance, comprehensive retirement and legacy planning
35
JMG Wealth Management Group Inc.
www.JMGwealth.com
@jmgwealth
717-214-1925
877-229-5014
Hampden Twp.
1994
Wealth management, retirement and estate planning
36
Jonestown Bank & Trust Co.
www.jbt.bank
717-865-2112
Jonestown
1873
Full range of business and consumer banking products
37

KCA Wealth Management LLC
www.kcawealth.com
717-774-7080
Hampden Twp.
2012
Financial, retirement, life, estate, insurance, business and exit planning, wealth management, financial-planning educational courses
38
Keisling Research
717-234-8142
Harrisburg
1995
Genealogical research, specializing in northeast Pennsylvania
39
Key Wealth Partners LLC
www.keywealthpartners.com
717-283-4186
Manheim Twp.
2010
Fee-only wealth management and comprehensive financial planning; 401(k) retirement planning; IRA rollovers
40
Keystone Financial Associates LLC
www.advisors4life.com
717-796-1700
800-423-2838
Upper Allen Twp.
1995
Insurances, investments, retirement and legacy planning
41

RKL Wealth Management LLC
www.rklwealth.com
@Rkl
717-399-1700
Manheim Twp.
1999
Investment management, wealth management, pension consulting, financial planning
42
LeTort Management & Trust Co. dba LeTort Trust
www.letorttrust.com
717-761-7626
Lower Allen Twp.
1980
Comprehensive wealth-management and retirement-planning services for businesses, individuals and institutions
43
Mid Penn Bank
www.midpennbank.com
@Mid_Penn_Bank
717-692-2133
866-642-7736
Millersburg
1868
Personal and business banking, loans, trust and wealth management, agricultural services, cash management, online and mobile banking
44
MorganStanley Smith Barney
www.MorganStanleySmithBarney.com
717-730-1800
800-237-1700
New York
1935
Financial services
45
National Penn Bank dba National Penn Investment Services
www.nationalpenninvestments.com
@nationalpenn
610-236-9310
800-822-3321
Allentown
1874
Securities offered by Cetera Investment Services, LLC Member FINRA/SIPC
46
PeoplesBank
www.peoplesbanknet.com
@PeoplesBank1864
717-846-1970
888-846-1970
York Twp.
1864
Full-service financial institution
47
PeoplesBank dba PeoplesBank Wealth Management
www.peoplesbanknet.com
@PeoplesBank1864
717-846-1970
888-846-1970
York Twp.
1864
Bank-based financial planning
48
Personal Wealth Advisory LLC
www.pwallc.net
717-735-1170
Manheim Twp.
2002
Financial planning
49
Planning Strategies Inc. dba PSI Capital Management
www.visitpsionline.com
717-207-7123
Lancaster
2001
Investment advisory services and comprehensive financial planning
50
PNC Financial Services Group Inc.
www.pnc.com
717-730-2200
888-762-2265
Pittsburgh
1852
Financial services
51
Professional Portfolio Management
www.RaymondJames.com/CentralPA
717-761-2655
800-617-2655
Hampden Twp.
1994
Portfolio management for individuals and institutions; retirement planning
52
Ranker-Hanshaw Financial Group Inc. dba Ranker Hanshaw Wealth Management
www.ranker-hanshaw.com
@Ranker_Hanshaw
717-657-8878
888-503-7186
Lower Paxton Twp.
1996
Full-service wealth management, investment consulting and advanced planning
53
Raymond James Financial Services Inc. dba Miller & Gay Investment Management
www.rjfsyork.com
@JeffGayRJFS
717-848-1248
800-673-2584
Spring Garden Twp.
1993
Full-service financial services firm
54
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
55
Richard Waine Photography
richardwaine.com
@richard_waine
717-925-0061
DNR
DNR
Professional headshot photography, commercial advertising images, business portraits
56
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
57
River Wealth Advisors LLC
www.riverwealthadvisors.com
717-888-9830
844-784-7065
Susquehanna Twp.
2015
Fee-only investment firm providing objective wealth management advice tailored to individual needs
58
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 for retirement in the next few years
59

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
60
Sauder Financial Group Inc. dba MMA
www.mmapartners.org
717-394-0769
Lancaster
2002
DNR
61
Select Asset Management & Trust Co.
717-972-1300
Lower Allen Twp.
1997
Asset management, investment consulting, trust
62
Select Capital Advisors
717-972-1307
DNR
DNR
DNR
63

SevenBridge Financial Group, LLC
www.sevenbridgefinancial.com
717-775-8662
Susquehanna Twp.
2015
Independent, full-service registered investment advisor
64

Stonebridge Financial Group LLC
www.stonebridgefg.com
717-334-0097
Wormleysburg
2013
Corporate retirement plans, financial services, wealth management, investment planning, insurance
65
Susquehanna Financial Advisors LLC
www.sfausa.com
717-506-2100
800-349-8090
Upper Allen Twp.
1990
Wealth management and estate planning
66
Susquehanna Trust & Investment Co.
www.susquehanna.net
@SusquehannaBank
717-735-8756
866-468-1770
Manheim Twp.
DNR
Financial services including trust and investment management
67
Synergy Financial Group Inc.
www.synfingroup.com
717-394-3600
866-406-0702
Lancaster
2004
Residential and commercial mortgage financing; comprehensive financial planning
68
The Bryn Mawr Trust Co.
www.bmtc.com
twitter.com/brynmawrtrust
717-534-3225
888-482-1905
Bryn Mawr
2011
Banking, investment mgmt, custody, financial plans
69
The Healey Group Inc.
www.thehealeygroup.net
717-730-0800
Wormleysburg
1980
Financial-services firm specializing in 401(k) plans, wealth management and life insurance
70
Tucker Financial Services Inc.
tuckerfs.com
717-267-1426
800-538-0544
Chambersburg
1983
Investment management, financial planning, advice
71

uFinancial Group
www.ufinancialgroup.com
n/a
717-791-3300
Springfield, Mass.
1890
Financial services firm offering life, disability income and long-term care insurance; financial planning, annuities and investments
72
Wells Fargo Advisors LLC dba
Buehler Wealth Management Group

www.wellsfargoadvisors.com
717-761-7344
800-468-8685
St. Louis
DNR
Advisory and brokerage services, asset management, estate and retirement planning, portfolio analysis
73
Wheatland Advisors Inc.
www.wheatlandadvisors.com
717-299-6090
Manheim Twp.
1987
Portfolio management, investment counsel
74
Wilmington Trust Corp.
www.wilmingtontrust.com
717-237-6110
Wilmington, Del.
1908
Wealth management and institutional retirement services
75

York Independents Inc.
www.yifinancial.com
717-324-6147
York
2001
Wealth management and retirement income planning, including Social Security income planning and insurance planning