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Find Top Financial Advisors in Harrisburg, Pennsylvania

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Harrisburg, Pennsylvania
Last Updated - 09-May-2022

Harrisburg has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 14 non-vetted advisors in your local area. These financial advisors in Harrisburg , Pennsylvania have an average of 25 years of experience.

NOTE: The list of financial advisors in Harrisburg , Pennsylvania mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Harrisburg , Pennsylvania .

Qualified Financial Advisors in Harrisburg, Pennsylvania
Financial Advisor Experience AUM Minimum Assets Fee Structure
Bill Parker
AIFA® AACEP® CKA®
GRANDVIEW ASSET MANAGEMENT
4200 Crums Mill Road Second Floor,
Harrisburg, PA 17112
25 Not Specified Not Specified Fee-Based
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Harrisburg

Qualifications CRD# 2363450
FirmCRD# 172357
Series 7, 63

Compensation/Fee Fee-Based


Office Location 4200 Crums Mill Road Second Floor,
Harrisburg,
PA
17112
Phone Number 717-541-1000

William J. Parker is the Chief Executive Officer of GrandView Asset Management, a firm which offers fee based money management headquartered in Harrisburg, Pennsylvania. GrandView Asset Management is one of the largest and oldest independent Fee Based management firms in Central Pennsylvania. The firm has been family operated since 1962. Bill is an Accredited Investment Fiduciary Analyst. (AIFA) In addition, Bill is a Certified Estate Planner and Certified Kingdom Advisor.

About GrandView Asset Management

We work with you to create a personalized road-map designed to guide you through lifes milestones. Our experienced team of professionals is here tooffer you unbiased advice and ongoing support. We strive to simplify your financial strategies. As an independent firm, we are focused on serving you and your needs!

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications FirmCRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number 800-211-7806

Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning


Top Financial Advisor Firms in Harrisburg, Pennsylvania
Firm Name AUM No. of Clients Fee Structure
Grandview Asset Management Llc
4200 Crums Mill Road , Floor 2,
Harrisburg, PA 17112
$298,279,980 1265 A percentage of AUM
Hourly charges
Fixed fees
Conrad Siegel Investment Advisors
501 Corporate Circle,
Harrisburg, PA 17110
$7,888,019,145 761 A percentage of AUM
Hourly charges
Fixed fees
Econ Wealth Management
4755 Linglestown Road , Suite 204,
Harrisburg, PA 17112
$153,525,218 643 A percentage of AUM
Sevenbridge Financial Group, Llc
3401 North Front Street , Suite 301,
Harrisburg, PA 17110
$475,000,000 894 A percentage of AUM
Fixed fees
Fischer Financial Services Inc
4431 North Front Street , Suite 105,
Harrisburg, PA 17110
$486,928,703 1011 A percentage of AUM
Enhancing Capital Llc
7300 Derry Street,
Harrisburg, PA 17111
$300,906,932 45 A percentage of AUM
Performance Based
Pfm Asset Management Llc
213 Market Street,
Harrisburg, PA 17101-2141
$130,407,338,475 1748 A percentage of AUM
Hourly charges
Fixed fees
Performance Based

    List of Additional Advisors in Harrisburg, Pennsylvania*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Academic Wealth Strategies
    Inquire with Academic
    1250 North Mountain Road, Suite 4, Harrisburg, PA  17112 717-652-4965
    Ark Wealth Management
    Inquire with Ark
    2201 Forest Hills Drive, Suite 9, Harrisburg, PA  17112 717-695-2617
    William J. Sumski
    Inquire with William
    2300 Scarsborough Drive, Harrisburg, PA  17112 717-856-1592
    Daniel Fuller
    Inquire with Daniel
    2005 Linglestown Road, Harrisburg, PA  17110 833-373-1955
    Unifi Advisors
    Inquire with Unifi
    4709 Laurel Drive, Harrisburg, PA  17110 717-695-3401
    Licia Navazio
    Inquire with Licia
    5405 Jonestown Rd, Ste 108, Harrisburg, PA  17112 717-877-7088
    Edward Jones
    Inquire with Edward
    6055 Allentown Blvd, Harrisburg, PA  17112 717-545-2554
    Edward Jones
    Inquire with Edward
    2090 Linglestown Rd, Ste 102, Harrisburg, PA  17110 717-671-9835
    Edward Jones
    Inquire with Edward
    4400 Derry St, Harrisburg, PA  17111 717-561-2480
    Edward Jones
    Inquire with Edward
    2330 Vartan Way, Suite 145, Harrisburg, PA  17110 717-545-3410
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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