Please ensure Javascript is enabled for purposes of website accessibility

HTML View

Purchase a Premium Subscription

  • Data subscribers: Log in to access your CPBJ Premium subscription, which includes unlimited data access and downloads. 
  • Other CPBJ subscribers: Purchase individual PDFs or spreadsheets by clicking on the particular list and adding it to your shopping cart. You may pay for your purchase with Visa, MasterCard, American Express, Discover or Paypal. Upgrading to CPBJ Premium would allow unlimited free data access and downloads for a year. Call 800-425-8609 or email [email protected] to upgrade your subscription.
  • View a list or directory: Scroll down to the appropriate product and click on the "View in HTML" button.
  • Add your company to our database: Complete a survey or email [email protected].
  • Create a custom spreadsheet: Go to "Custom Search".
  • Questions about using the database: Email [email protected].

CPBJ Lists: the best place for information about business in Central Pennsylvania!

Prefer PDFs?
A printer-friendly PDF of this list is available.

Download PDF file

Prefer Excel?
A complete spreadsheet of this list is available.

Download Excel file
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

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.
2

Conrad Siegel Investment Advisors Inc.
www.conradsiegel.com
@ConradSiegelAct
717-652-5633
Susquehanna Twp.
2002
Independent consulting services to retirement plans, corporations and individuals
3

Domani Wealth LLC
www.domaniwealth.com
717-393-9721
855-855-5455
E. Lampeter Twp.
1995
Comprehensive wealth and investment management
4

Emerald Advisers LLC
www.teamemerald.com
717-556-8900
800-722-4123
Manheim Twp.
1991
Asset management firm providing research-based portfolio management
5

Fischer Financial Services Inc.
www.fischerfinancialservices.com
717-233-8901
888-886-1902
Susquehanna Twp.
1988
Investment management
6

FMA Advisory Inc.
www.fma-advisory.com
717-232-8850
Harrisburg
1982
Fee-only fiduciary asset management
7

Freedom Financial Wealth Management Inc.
www.ffwm.net
717-920-0770
877-935-3640
Lemoyne
2005
Financial services, including fee-based financial planning
8

Fulton Financial Advisors
www.fultonbank.com
717-291-2411
866-332-8393
Lancaster
2001
Financial services, investment management and planning
9

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
10
and
KCA Wealth Management LLC
www.KCAWealth.com
717-774-7080
Hampden Twp.
2012
Financial, Retirement, Life, Estate, Insurance, Business and Exit Planning, Wealth Management and Financial-Planning Educational Courses
11

RKL Wealth Management LLC
www.rklwealth.com
@Rkl
717-399-1700
Manheim Twp.
1999
Investment management, wealth management, pension consulting, financial planning
12

River Wealth Advisors LLC
www.riverwealthadvisors.com
717-888-9830
844-784-7065
Camp Hill
2015
Independent, fee-only, wealth management, retirement planning, business retirement plans, estate planning
13
Select Asset Management & Trust Co.
717-972-1300
Lower Allen Twp.
1997
Asset management, investment consulting, trust
14

SevenBridge Financial Group LLC
www.sevenbridgefinancial.com
717-775-8662
Susquehanna Twp.
2015
Independent, registered investment advisor
15

Stonebridge Financial Group LLC
www.stonebridgefg.com
https://twitter.com/Stonebridge_FG
717-736-7007
Wormleysburg
2013
Corporate retirement plans, financial services, wealth management, investment planning, insurance
16
Summit Trail Advisors
www.summittrail.com
717-941-1231
New York, NY
2019
Ultra High Net Worth Networked Family Office & Wealth Advisory Services
17
The Bryn Mawr Trust Co.
www.bmt.com/wealth
twitter.com/brynmawrtrust
717-534-3225
888-482-1905
Bryn Mawr
2011
Investment mgmt, custody, financial plans, trust