1 | 21st Century Wealth Management LLC
| www.21stcenturywealthmgmt.com
| Spring Garden Twp.
| 2000
| Investment management and financial planning
|
2 | Ambassador Advisors LLC
| www.ambassadoradvisors.com
| Manheim Twp.
| 1990
| Financial planning, portfolio management, planned-giving program, charitable planning
|
3 | Atwater Malick LLC
| www.atwatermalick.com
| E. Hempfield Twp.
| 2008
| Portfolio management, retirement and financial planning
|
4 | BenefitWorks Inc.
| www.trefsgar.com
| Lebanon
| 1984
| Portfolio management, pension consulting and insurance
|
5 | Conrad Siegel Investment Advisors Inc.
| www.ConradSiegelInvestmentAdvisors.com
| Susquehanna Twp.
| 2002
| Full array of independent investment services to retirement plans and individual clients
|
6 | Counsel Trust Co.
| www.ecaig.com
| York Twp.
| 1986
| Wealth management and trust services
|
7 | Eagle Rock Financial Advisers Ltd.
| www.eaglerockfinadv.com
| Manheim Twp.
| 2003
| Financial planning, portfolio management, pension consulting
|
8 | EHD Advisory Services Inc.
| www.ehdadvisory.com
| Lancaster
| 2003
| Investment management, financial planning, 401(k)/profit sharing, risk management, executive bonus plans
|
9 | Emerald Advisers Inc.
| www.TeamEmerald.com
| Manheim Twp.
| 1991
| Money management
|
10 | Fischer Financial Services Inc.
| www.fischerfinancialservices.com
| Susquehanna Twp.
| 1988
| Investment management
|
11 | FMA Advisory Inc.
| www.fma-advisory.com
| Harrisburg
| 1987
| Financial planning, portfolio management, pension consulting
|
12 | Gardner Russo & Gardner
| | Lancaster
| 1968
| Discretionary portfolio management
|
13 | Hauck Wealth Management
| | E. Hempfield Twp.
| 1994
| Portfolio management
|
14 | Hazlett Burt & Watson Inc. dba
Security Capital Mgt.
| www.HazlettBurt.com
| Wheeling, W.Va.
| 1994
| Security brokerage, money management and trust service
|
15 | ISI Financial Group Inc.
| www.isifinancialgroup.com
| Manheim Twp.
| 1985
| Fee-only financial planning and wealth management, retirement planning, 401(k) plans, tax-managed portfolios
|
16 | Kevin Hart Kornfield & Co. Inc. dba Kornfield Investment Management
| www.kornco.com
| E. Hempfield Twp.
| 1986
| Portfolio management, publication of periodicals, investment broker-dealer
|
17 | Key Wealth Partners LLC
| www.keywealthpartners.com
| Manheim Twp.
| 2010
| Fee-only wealth management and comprehensive financial planning; 401(k) retirement planning; IRA rollovers
|
18 | Kuntz Lesher Capital LLC
| www.KLCinvest.com
| Manheim Twp.
| 1999
| Investment management, wealth management, pension consulting
|
19 | ParenteBeard Wealth Management LLC
| www.parentebeardwealthmanagement.com
| York
| 1995
| Financial planning, investment management and business retirement planning
|
20 | PFM Asset Management LLC
| www.pfm.com
| Harrisburg
| 1980
| Portfolio management and pension consulting
|
21 | Professional Financial Advisors Inc.
| www.profinadvinc.com
| Lower Allen Twp.
| 1984
| Financial planning, portfolio management
|
22 | Rodgers & Associates
| www.Rodgers-Associates.com
| Manheim Twp.
| 1996
| Fee-only wealth-management firm specializing
in clients who are retired or planning on
retirement in the next few years
|
23 | Roof Advisory Group Inc.
| www.roofadvisory.com
| Harrisburg
| 1998
| Fee-only investment management firm providing portfolio mgt., investment advisory, wealth mgt. and financial planning
|
24 | Team Financial Managers
| www.teamfinancialmanagers.com
| Susquehanna Twp.
| 1994
| Discretionary investment management and financial planning
|
25 | Wheatland Advisors Inc.
| www.wheatlandadvisors.com
| Lancaster
| 1987
| Portfolio management, investment counsel
|
