Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
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 andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES 100 Vanguard Blv V26, Malvern, PA 19355 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
Firm CRD# 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.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 240 | 1748 | $130,407,338,475 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 25 | 761 | $7,888,019,145 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 1011 | $486,928,703 | A percentage of AUM
|
|
| 5 | 894 | $475,000,000 | A percentage of AUM, Fixed fees
|
|
| 5 | 45 | $300,906,932 | A percentage of AUM, Performance Based
|
|
| 10 | 1265 | $298,279,980 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 643 | $153,525,218 | A percentage of AUM
|
|
| 2 | 544 | $105,572,185 | A percentage of AUM
|
* 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 |
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
