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Find Top Financial Advisors in Harrisburg, Pennsylvania

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 - November 26, 2023

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Harrisburg, Pennsylvania

Financial Advisor Experience AUM Minimum Assets Fee Structure
Vanguard Personal Advisor Services
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based

Are you a Financial Advisor in Harrisburg?

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Information on Qualified Financial Advisors in Harrisburg, Pennsylvania

Qualifications Firm CRD# 106715

Compensation/Fee Fee-Based

Office Location 100 Vanguard Blv V26,
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

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. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning

Customer Reviews

Top Financial Advisor Firms in Harrisburg, Pennsylvania (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
213 Market Street, Harrisburg, PA 17101-2141
240 1748 $130,407,338,475
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
501 Corporate Circle, Harrisburg, PA 17110
25 761 $7,888,019,145
A percentage of AUM, Hourly charges, Fixed fees
4431 North Front Street, Suite 105, Harrisburg, PA 17110
6 1011 $486,928,703
A percentage of AUM
3401 North Front Street, Suite 301, Harrisburg, PA 17110
5 894 $475,000,000
A percentage of AUM, Fixed fees
7300 Derry Street, Harrisburg, PA 17111
5 45 $300,906,932
A percentage of AUM, Performance Based
4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112
10 1265 $298,279,980
A percentage of AUM, Hourly charges, Fixed fees
4755 Linglestown Road, Suite 204, Harrisburg, PA 17112
10 643 $153,525,218
A percentage of AUM
3113 North Front Street, Harrisburg, PA 17110
2 544 $105,572,185
A percentage of AUM

    List of Additional Advisors in Harrisburg, Pennsylvania*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    2201 Forest Hills Drive, Suite 9, Harrisburg, PA  17112 717-695-2617
    2300 Scarsborough Drive, Harrisburg, PA  17112 717-856-1592
    2005 Linglestown Road, Harrisburg, PA  17110 833-373-1955
    4709 Laurel Drive, Harrisburg, PA  17110 717-695-3401
    5405 Jonestown Rd, Ste 108, Harrisburg, PA  17112 717-877-7088
    6055 Allentown Blvd, Harrisburg, PA  17112 717-545-2554
    2090 Linglestown Rd, Ste 102, Harrisburg, PA  17110 717-671-9835
    4400 Derry St, Harrisburg, PA  17111 717-561-2480
    2330 Vartan Way, Suite 145, Harrisburg, PA  17110 717-545-3410
    251 North Progress Avenue, Suite 2, Harrisburg, PA  17109 717-540-0997

      Frequently Asked Questions

      Financial advisors listed on our directory for the state of Pennsylvania provide a variety of financial services such as investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and more. Do check the "Advisory Services Provided" section to confirm which services are provided by each advisor. To further explore how a financial advisor can support you in your specific financial situation read who financial advisors are and what they do.

      Financial advisors in Pennsylvania may charge for their services in several ways, including:

      Fee-only: Charging a flat fee, or a percentage of assets under management for their services.

      Fee-based: Charging a combination of fees and commissions.

      Commission-based: Earning a commission on the financial products they sell to clients.

      It's important to understand how your financial advisor is compensated, as this can affect their recommendations and potentially create conflicts of interest. To better understand how our network of financial advisors may charge for their services, read more on what are the costs of hiring a financial advisor.

      When choosing a financial advisor in Pennsylvania, it's important to conduct initial research. Consider their experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to a code of ethics. It is also important to check for any disciplinary actions or complaints using the FINRA BrokerCheck tool to evaluate financial advisors for any disciplinary actions or complaints. Follow our guide on using BrokerCheck to research an advisor. For further information, refer to the guide on choosing the best financial advisor in Pennsylvania.

      Our directory for the state of Pennsylvania features various types of financial advisors, including:

      Investment advisors and portfolio managers: These advisors specialize in managing investment portfolios and offer personalized advice tailored to your financial goals.
      Wealth managers: They provide comprehensive financial services, including investment management and estate planning to help you build and protect your wealth.
      Financial planners: These advisors assist with financial areas such as budgeting, saving, and goal planning. They help create a holistic financial plan to guide your financial decisions.
      Retirement planners: These advisors provide guidance on retirement savings, income streams, and investment strategies to help individuals achieve a secure retirement.
      Robo-advisors: Utilizing technology-driven platforms, these advisors offer automated investment solutions. They leverage algorithms and algorithms to manage and optimize your investment portfolio.

      And more. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

      Financial advisors and financial coaches in Pennslyvania differ in the services that they offer. Financial advisors offer financial services, including investment management, retirement planning, wealth management, etc., while financial coaches prioritize a client's mindset and behavior related to money. Instead of providing financial advice or services, coaches help clients develop healthier financial habits and try to transform the client's relationship with money for overall well-being.

      Before hiring a financial advisor in Pennsylvania, it's important to ask the right questions to ensure that they are a good fit for your needs and goals. Some questions to consider asking include:

      1. What are your qualifications and credentials?

      2. How do you charge for your services?

      3. What types of clients do you typically work with?

      4. Can you provide references or testimonials from current or past clients?

      5. How will you communicate with me and how often?

      6. What is your approach to risk management?

      To further narrow down your list of potential advisors best suited to your financial needs, consider using these eight additional questions to ask financial advisors.