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
|
