Top Financial Advisors in Mechanicsburg, Pennsylvania
Finding the right financial advisor in Mechanicsburg is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Mechanicsburg, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Mechanicsburg, PA.
Find the Best Financial Advisor Firms in Mechanicsburg:
LIFEGUIDE FINANCIAL ADVISORS, LLC
CRD#: 284842
Address: 400 W Main St., Mechanicsburg, PA 17055
Clients: 612
Average Clients per Advisor: 43
AUM: $ 456M
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
CRD#: 123322
Address: 940 Century Drive Suite B, Mechanicsburg, PA 17055-4376
Clients: 97
Average Clients per Advisor: 24
AUM: $ 340M
GUARDIAN ASSET ADVISORS, LLC
CRD#: 144958
Address: 5000 Ritter Rd Suite 202, Mechanicsburg, PA 17055
Clients: 757
Average Clients per Advisor: 94
AUM: $ 246M
IFS GROUP
CRD#: 328774
Address: 1205 Manor Drive Ste 200, Mechanicsburg, PA 17055
Clients: 175
Average Clients per Advisor: 25
AUM: $ 210M
AVANTRA FAMILY WEALTH, INC.
CRD#: 288209
Address: 100 Sterling Parkway Suite 107, Mechanicsburg, PA 17050
Clients: 214
Average Clients per Advisor: 71
AUM: $ 194M
STOUT BOWMAN
CRD#: 130631
Address: 555 Gettysburg Pike Suite C-100, Mechanicsburg, PA 17055
Clients: 324
Average Clients per Advisor: 108
AUM: $ 103M
How We Chose the Top Financial Advisors in Mechanicsburg, Pennsylvania
To create this list of top financial advisor firms in Mechanicsburg, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Mechanicsburg has to offer.
Search Financial Advisors in Mechanicsburg, Pennsylvania
Ronald Patrick Leuschen
Registered Affiliation(s):CETERA WEALTH SERVICES, LLC
Kevin Charles Curtis
Registered Affiliation(s):SUMMIT TRAIL ADVISORS, LLC
Jamie Kohr Cash
Registered Affiliation(s):LPL FINANCIAL LLC
Phyllis Ann Nye
Registered Affiliation(s):CETERA WEALTH SERVICES, LLC
Scott William Carter
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kevin Joel Smith
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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