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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

Ambassador Advisors LLC
www.ambassadoradvisors.com
717-560-8300
800-395-7660
Manheim Twp.
1990
Wealth management
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

Everence Financial in Central Penn
everence.com/centralpenn
https://twitter.com/Everence
717-394-0769
800-653-9723
DNR
2009
Investments, charitable giving, financial, trust and estate planning, Medicare supplement, group health insurance, employee benefits, banking
6
Farmers & Merchants Trust Co. dba F&M Trust
www.fmtrust.bank
@FMTrust
717-264-6116
888-264-6116
Chambersburg
1906
Financial services
7

Fischer Financial Services Inc.
www.fischerfinancialservices.com
717-233-8901
888-886-1902
Susquehanna Twp.
1988
Investment management
8
FMA Advisory Inc.
www.fma-advisory.com
717-232-8850
Harrisburg
1982
Fee-only fiduciary asset management
9
FMA Fairport Wealth
www.fairportwealth.com
717-232-8850
Harrisburg
1982
Fee-only fiduciary asset management
10
FNB Wealth Management
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
11

Freedom Financial Wealth Management Inc.
www.ffwm.net
717-920-0770
877-935-3640
Lemoyne
2005
Financial services, including fee-based financial planning
12

Fulton Financial Advisors
www.fultonbank.com
717-291-2411
866-332-8393
Lancaster
2001
Financial services, investment management and planning
13

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
14
Janney Montgomery Scott
www.janney.com
717-731-4400
800-622-7200
Philadelphia
1976
Full-service regional brokerage
15
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
16

RKL Wealth Management LLC
www.rklwealth.com
@Rkl
717-399-1700
Manheim Twp.
1999
Investment management, wealth management, pension consulting, financial planning
17

Planning Strategies Inc. dba PSI Capital Management
www.visitpsionline.com
PSICapMgmt
717-207-7123
Lancaster
2001
Investment advisory services and comprehensive financial planning
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

River Wealth Advisors LLC
www.riverwealthadvisors.com
717-888-9830
844-784-7065
Camp Hill
2015
Independent, fee-only, wealth management, financial planning, business retirement plans, estate planning
20

Rodgers & Associates Ltd.
www.rodgers-associates.com
717-560-3800
888-876-3437
Manheim Twp.
1996
Fee-only firm specializing in clients who are retired or planning for retirement in the next few years
21

Select Asset Management & Trust Co.
www.samtrust.net
717-972-1300
Lower Allen Twp.
1997
Asset management, investment consulting, trust
22

SevenBridge Financial Group LLC
www.sevenbridgefinancial.com
717-775-8662
Susquehanna Twp.
2015
Independent, registered investment advisor
23

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
24
Summit Trail Advisors
www.summittrail.com
717-941-1231
New York
2019
Ultra high net worth networked family office and wealth advisory services
25

truNorth Financial Services Inc.
www.trunorthfs.com
717-267-1426
Chambersburg
1983
Investment management, financial planning, wealth management