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 - 02-Jun-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 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.

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

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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 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?