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Find Top Financial Advisors in York, 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 York, Pennsylvania
Last Updated - 12-Aug-2022

York has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 42 non-vetted advisors in your local area. These financial advisors in York, Pennsylvania have an average of 19 years of experience.

NOTE: The list of financial advisors in York, 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 York, Pennsylvania.

Qualified Financial Advisors in York, Pennsylvania
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jonathan Saxon
RFC®
EDELMAN FINANCIAL ENGINES, LLC
901 Dulaney Valley Road,,
Suite 901,
Towson, MD 21204
16 Not Specified Not Specified Fee-Based
Doug Miller J.D.
CFP®, CLU®
NORTHWESTERN MUTUAL
6011 University Blvd Suite 370,
Ellicott City, MD 21043
21 $61,000,000.00 $500,000.00 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
Andrew Rosen
CFP®
DIVERSIFIED, LLC
2200 Concord Pike,
Suite 104,
Wilmington, DE 19803
22 $250000 Not Specified Fee-Based

Information on Qualified Financial Advisors in York

Qualifications CRD# 4789005
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 901 Dulaney Valley Road,,
Suite 901,
Towson,
MD
21204
Phone Number 410-823-0592

I've been a financial planner since 2004. I enjoy using my experience to assist my clients in making smart decisions that can help them achieve their financial goals, no matter how large or small. One of my favorite things to do outside of work is spend time and travel with my family. I'm also an avid reader of fiction and non-fiction.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 6011 University Blvd Suite 370,
Ellicott City,
MD
21043
Phone Number 443-956-1216

Doug Miller has worked in the financial services industry since January 3rd of 2000. From 1993-1999 he practiced Estate Planning and Business law. While in law school he worked at the SEC in the enforcement division. He is married and has 3 daughters. Two are currently at the University of Maryland and one is a graduate from Maryland and heading to PA school. He enjoys spending time with his family and participating in Ironman competitions.

About Northwestern Mutual

In our view, there is only one financial risk: not having the money to do the things you want to do. Our job is to make sure that you can. We build lasting relationships with our clients by gaining a true understanding of what is important to them. Our comprehensive planning and disciplined approach provides integrated solutions to make sure that our clients can successfully achieve their visions.

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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


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.

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


Qualifications CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

Compensation/Fee Fee-Based, 7672576726


Office Location 2200 Concord Pike,
Suite 104,
Wilmington,
DE
19803
Phone Number 302-765-3500

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010. Outside of Diversified, Andrew's number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.
At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

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, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


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

Firm Name AUM No. of Clients Fee Structure
Collective Family Office, Llc
235 St. Charles Way , Suite 200,
York, PA 17402
$371,003,412 257 A percentage of AUM
Johnson & White Wealth Management Llc
224 St. Charles Way , Suite 200,
York, PA 17402
$305,109,959 1101 A percentage of AUM
Fixed fees
Macro Advisors, Inc.
526 Greenbriar Road,
York, PA 17404
$191,258,652 1299 A percentage of AUM

    List of Additional Advisors in York, Pennsylvania*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Andrew Barrick
    Inquire with Andrew
    3995 E Market St, York, PA  17402 717-755-2005
    Matthew J Wilson
    Inquire with Matthew
    3995 E Market St, York, PA  17402 717-755-2005
    Thomas A Stickney
    Inquire with Thomas
    3995 E Market St, York, PA  17402 717-751-2671
    Scott Wilson
    Inquire with Scott
    3995 E Market St, York, PA  17402 717-755-2005
    Jacob Mendoza
    Inquire with Jacob
    3995 E Market St, York, PA  17402 717-751-2671
    Todd M Rohrbaugh
    Inquire with Todd
    3995 E Market St, York, PA  17402 717-755-2005
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    221 W Philadelphia St, Ste 301, York, PA  17401 717-854-5553
    Thomas McIlwee
    Inquire with Thomas
    221 W Philadelphia St, Ste 301, York, PA  17401 717-852-4134
    Louis F Caralle Jr.
    Inquire with Louis
    221 W Philadelphia St, Ste 301, York, PA  17401 717-852-4130
    James Igo
    Inquire with James
    221 W Philadelphia St, Ste 301, York, PA  17401 717-852-4146
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