River Wealth Advisors LLC, based out of Camp Hill, PA, is a highly reputable local investment advisory firm specializing in wealth management services. With a total of 15 dedicated employees, including 6 expert investment advisors, they possess the expertise to guide clients towards their financial goals. Each investment advisor at River Wealth Advisors manages an average of $346,300,000 in assets under management, which surpasses the industry average, reflecting their ability to handle substantial portfolios. River Wealth Advisors' compensation structure offers various options, including a percentage of assets under management and hourly charges, ensuring flexibility and alignment with clients' needs. Their client base comprises over 490 individuals, with an impressive total of $896,649,000 in assets under management. While their primary focus lies in serving high-net-worth individuals, they also possess the capability to manage employer funds, although 401(k) and individual accounts represent less than 30% of their assets. As a testament to their dedication, River Wealth Advisors manages all assets under a discretionary mandate, allowing them to make informed investment decisions on behalf of their clients. With two offices strategically located in Camp Hill, PA, the firm offers convenient access to their exceptional advisory services. Notably, River Wealth Advisors boasts a team of seasoned advisors, including the esteemed professionals Mark Loomis, Edward O'Gorman, and Jennifer Collins, who have demonstrated long-standing commitment and expertise in the field. With their extensive knowledge and personalized approach, River Wealth Advisors provides comprehensive financial guidance to individuals and institutions, fostering long-term financial success.

Macro Advisors, Inc. is a highly regarded investment advisory firm based in York, PA, specializing in providing comprehensive financial solutions to individuals and organizations. With three conveniently located offices, Macro Advisors, Inc. has established a strong presence in the local financial market. Led by a team of seasoned professionals, Macro Advisors, Inc. boasts a dedicated staff of seven employees, six of whom are skilled investment advisors. Drawing from their extensive knowledge and experience, these advisors deliver tailored investment strategies that align with clients' goals and risk tolerance. The firm manages an impressive average of approximately $28,080,000 in assets under management per investment advisor, exemplifying their commitment to handling substantial portfolios with utmost care and diligence. Macro Advisors, Inc. differentiates itself by offering a flexible compensation structure, including a percentage of assets under management and hourly charges, ensuring transparent and fair dealings with clients. Macro Advisors, Inc. has garnered substantial expertise in managing employer 401Ks and individual accounts, with these sources accounting for nearly half of their assets under management. Notably, an overwhelming 96% of the assets entrusted to them are managed on a discretionary basis, reflecting the high level of trust clients place in their expertise. In addition to their investment advisory services, Macro Advisors, Inc. also serves as an insurance broker or agent, providing clients with comprehensive coverage options to safeguard their financial well-being. Boasting a large and satisfied client base, Macro Advisors, Inc. serves over 510 individual clients, expertly managing a combined total of over $168,505,000 in assets. The firm takes pride in its long-tenured advisors, with Herman Dodson, Darshana Desai, and Jay Desai among the respected professionals who have played pivotal roles in the firm's success.

Zimmermann Investment Management & Planning LLC is a trusted investment advisory firm based out of New Cumberland, PA. With over 960 individual clients and an impressive $305,638,000 in assets under management, they have established themselves as a prominent player in the industry. Serving both employer 401K plans and individuals, over 80% of their assets are dedicated to managing these accounts. Zimmermann Investment Management & Planning LLC boasts a team of highly qualified professionals who excel in providing comprehensive investment advisory services. With a compensation structure that includes a percentage of assets under management and fixed fees, they offer flexible options to suit their clients' needs. With 94% of the assets they manage being discretionary, clients can trust their expertise in making informed investment decisions. The firm's commitment to excellence is reflected in their team of six dedicated employees, all of whom specialize in investment advisory services. On average, each investment advisor manages approximately $50,940,000 in assets, aligning with industry standards. Notably, the firm takes pride in the long-standing tenure of advisors such as George Kegerreis, Curt Zimmermann, and Kimberly Swope, who bring a wealth of experience and expertise to the table. Zimmermann Investment Management & Planning LLC continues to provide personalized and strategic investment solutions to help their clients achieve their financial goals. With their local presence and commitment to professionalism, they are a reliable choice for individuals and employers seeking expert guidance in wealth management and planning.

Guardian Asset Advisors, LLC, based out of Mechanicsburg, PA, is a well-established local investment advisory firm with a strong presence in the financial industry. With over 1,070 individual clients, they manage an impressive $163,862,000 in assets. The firm operates from five offices strategically located to better serve their diverse client base. As specialists in employer 401Ks and individual investment strategies, Guardian Asset Advisors, LLC possesses extensive expertise in this area. Their track record of success and a high percentage of discretionary assets under management, amounting to 98%, demonstrate their ability to provide effective financial solutions tailored to clients' needs. The compensation structure offered by Guardian Asset Advisors, LLC is designed to accommodate various client preferences. They provide options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their services. The firm employs a team of seven highly skilled professionals, all dedicated to delivering top-notch investment advisory services. On average, each investment advisor manages approximately $23,410,000 in assets, exemplifying their commitment to providing personalized attention to clients. Guardian Asset Advisors, LLC takes pride in its experienced staff, with Jason Giordano, John Kirschner, and David Noggle among the longest-tenured advisors. Their extensive knowledge and dedication contribute to the firm's stellar reputation and the continued satisfaction of their valued clientele.

Taylor Securities Services, Inc., based out of Harrisburg, PA, is a highly reputable investment advisory firm catering to a diverse clientele. With over 580 individual clients and a staggering $102,949,000 in assets under management, the company has established itself as a trusted partner in financial management. Specializing in 401K plans for both employers and employees, Taylor Securities Services, Inc. boasts an impressive track record with over 80% of their managed assets falling into this category. The firm's dedication to excellence is reflected in their team of highly qualified professionals. With a total of two employees, all of whom are investment advisors, they possess the expertise necessary to navigate the complexities of the financial market. Each investment advisor manages an average of approximately $51,470,000 in assets, demonstrating their competence within the industry. Taylor Securities Services, Inc. offers a variety of compensation structures, including a percentage of assets under management. This ensures that the interests of their clients align with the success of their investments. Moreover, the firm's services are entirely discretionary, allowing clients to entrust their financial decisions to the experienced hands of the advisors. Notable for its longevity, Taylor Securities Services, Inc. has several advisors who have been with the firm for a significant period. Janet Lowe, Shawn Mullarkey, and Matthew Taylor are among the highly experienced individuals who contribute to the firm's success. As a small investment advisory firm with a dedicated focus on client satisfaction, Taylor Securities Services, Inc. stands out as a reliable partner for individuals and employers seeking comprehensive and personalized financial management solutions.

HOXTON PLANNING & MANAGEMENT, LLC, based out of Shepherdstown, WV, is a well-established small investment advisory firm. With over 170 individual clients and an impressive $306,892,000 in assets under management, they have proven their expertise in the financial industry. The firm operates from a single office and offers a range of services, including managing employer funds in addition to 401K and individual accounts. Specializing in discretionary asset management, Hoxton Planning & Management primarily caters to high net worth individuals. Their experienced team of four employees, all of whom provide investment advisory services, ensures personalized attention and expertise for their clients. On average, each investment advisor manages approximately $76,720,000 in assets, which aligns with industry standards. Hoxton Planning & Management adopts a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to cater to different client needs and preferences effectively. Notably, Amanda Runkles and Archibald Hoxton are two of the firm's longest tenured registered advisors, further highlighting their commitment to building enduring client relationships. With their combined knowledge and experience, Hoxton Planning & Management, LLC stands out as a reliable partner in achieving financial goals for their diverse clientele.

Mighty Oak Strong America Investment Company, headquartered in Mechanicsburg, PA, is a reputable investment advisory firm. With 4 employees, including 3 experienced investment advisors, they provide comprehensive investment advisory services. The firm manages an average of $83,750,000 in assets per investment advisor, which aligns with the industry average. Mighty Oak Strong America Investment Company employs a diverse compensation structure, including a percentage of assets under management. Although less than 30% of their assets are represented by 401K and individual accounts, the company possesses the capacity to handle employer funds. An impressive 96% of the assets they manage are discretionary, giving clients peace of mind in delegating investment decisions to the firm. Catering primarily to high net worth individuals, Mighty Oak Strong America Investment Company serves over 90 individual clients with a substantial $251,241,000 in assets under management. The company's success can be attributed, in part, to the expertise of its longest-tenured advisors, namely Jonathan Williams, John Harris, and Donald Demuth. As a trusted financial partner, Mighty Oak Strong America Investment Company exemplifies a commitment to providing personalized investment strategies tailored to meet the unique goals and objectives of each client. With their extensive knowledge and dedication to delivering excellent service, the firm has established a solid reputation within the investment advisory industry.

Snavely Associates Financial Services, based out of Lemoyne, PA, is a well-established investment advisory firm providing comprehensive financial solutions. With a team of two dedicated professionals, they offer a range of investment advisory services to a diverse clientele. Boasting an average of $56,480,000 in assets under management per investment advisor, they maintain a solid track record in the industry. Snavely Associates Financial Services takes pride in their expertise in managing employer 401Ks and individual portfolios, which collectively account for nearly half of their assets under management. This specialization reflects their extensive experience and deep understanding of the unique needs and challenges faced by both employers and individuals seeking financial growth and security. With over 200 individual clients and an impressive $112,953,000 in assets under management, Snavely Associates Financial Services has established a reputation for delivering exceptional results. Guided by their core principles of integrity, transparency, and client-centricity, they strive to build long-term relationships based on trust and mutual success. Leading the team at Snavely Associates Financial Services are Jack Snavely and Shawna Nale, both highly experienced and registered advisors. Their tenure with the firm is a testament to their commitment to providing top-notch financial advice and delivering tailored solutions to meet the unique objectives of their clients. As a small investment advisory firm, Snavely Associates Financial Services understands the importance of personalized attention and goes above and beyond to ensure that each client receives the individualized care and guidance they deserve. With their expertise and client-focused approach, Snavely Associates Financial Services continues to empower their clients to navigate the complex world of finance and achieve their financial goals.

Financial Advisory Services, LLC is a small investment advisory firm based out of Hanover, PA, with three offices. With a total of two employees, the firm specializes in providing comprehensive financial guidance and investment advisory services to a diverse client base. Their team of dedicated professionals possesses extensive knowledge and experience in the financial industry, offering personalized solutions to help clients achieve their financial goals. The firm's investment advisors manage an impressive average of approximately $41,470,000 in assets under management, showcasing their expertise in handling significant portfolios. Financial Advisory Services, LLC serves over 240 individual clients, with a remarkable $173,613,000 in assets under management. Their client base includes a wide range of investors, and they have gained a strong reputation for their proficiency in managing assets from employer 401Ks and individual accounts. The firm's compensation structure is flexible, incorporating various methods such as a percentage of assets under management and hourly charges. This adaptability allows clients to choose the most suitable payment method for their individual needs. Sean Huston and Ryan Fox are two of the longest tenured registered advisors at Financial Advisory Services, LLC. Their tenure and expertise demonstrate the firm's commitment to maintaining a team of seasoned professionals dedicated to providing excellent financial guidance. As a discretionary investment advisory firm, Financial Advisory Services, LLC maintains full authority to make investment decisions on behalf of their clients. This autonomy enables them to implement strategies and execute trades efficiently, aligned with each client's unique financial objectives. With their exceptional track record and commitment to client success, Financial Advisory Services, LLC continues to be a trusted partner for individuals seeking reliable and expert financial advice.

Lifeguide Financial Advisors, LLC is a reputable investment advisory firm based out of Mechanicsburg, PA. With two offices in the area, Lifeguide Financial Advisors provides comprehensive financial services to individuals and businesses alike. Committed to delivering personalized guidance, they have a dedicated team of 21 experienced professionals, 11 of whom specialize in investment advisory services. With an impressive track record, Lifeguide Financial Advisors manages an average of $28,670,000 in assets under management per investment advisor. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, they excel in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. This expertise has earned them a strong reputation in the field. Lifeguide Financial Advisors oversees a substantial portfolio, with over $315,348,000 in assets under management, serving more than 770 individual clients. Their success can be attributed, in part, to the wealth of experience within the firm. Notable advisors such as Douglas Denlinger, Derek Mosley, and David Lutz have been with the company for an extended period, bringing their extensive knowledge and insights to clients' financial journeys. With a focus on discretion and tailored strategies, Lifeguide Financial Advisors ensures that 99% of the assets they manage are discretionary, enabling clients to trust their expertise. As a local financial advisory firm, Lifeguide Financial Advisors, LLC stands as a reliable and respected partner for individuals and businesses seeking sound investment guidance in the Mechanicsburg, PA area.

Turning Point Financial is a highly reputable local investment advisory firm located in Frederick, MD. With two offices, they cater to a diverse client base of over 920 individuals and manage an impressive $238,178,000 in assets. Specializing in employer 401Ks and individual investments, Turning Point Financial possesses extensive expertise in this realm. The firm takes pride in its comprehensive range of services, which extend beyond investment advisory to encompass insurance brokerage and accounting. As a result, clients benefit from a holistic approach to their financial well-being. Turning Point Financial operates under a discretionary model, managing 100% of the assets they oversee. With a compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges, Turning Point Financial ensures flexibility and transparency in its client relationships. The firm's team comprises 17 dedicated professionals, 13 of whom are investment advisors. Notable among them are Brandon Layo, Jason Topper, and Brennan Gmeiner, who have accumulated significant experience and tenure at the firm. Notably, Turning Point Financial boasts an impressive average of $18,320,000 in assets under management per investment advisor, indicating their commitment to providing personalized and attentive service to each client. Through their exceptional track record and unwavering dedication, Turning Point Financial has established itself as a trusted and reliable partner for individuals and businesses seeking financial guidance and wealth management strategies.