Pennsylvania · 3 advisers
Financial Advisors in Lewisburg, Pennsylvania
Looking for a financial advisor in Lewisburg, Pennsylvania? Falists indexes 3 SEC-registered and state-registered investment advisers in Lewisburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $440.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$440.4M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lewisburg
Ranked by AUM · Fees, team & specialties at a glance
TOWER WEALTH PARTNERS
Lewisburg, PA
AUM
$440.4M
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(570) 524-7200
VISION WEALTH ADVISORS, LLC
Lewisburg, PA
AUM
$81.5M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
570-524-0120
OMNIWEALTH INVESTMENTS LLC
Lewisburg, PA
AUM
$45.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
570-939-1965
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Common questions
- How many financial advisors are in Lewisburg, Pennsylvania?
- 3 registered investment advisers are listed in our Lewisburg directory, sourced from public SEC filings.
- What types of advisors are in Lewisburg?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Lewisburg?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.