How many financial advisors are in York, Pennsylvania?

Falists lists 6 registered investment advisers with a principal office or filing address in York, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in York charge fees?

Fee structures vary by firm. In York, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for York?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Pennsylvania · 6 advisers

Financial Advisors in York, Pennsylvania

Looking for a financial advisor in York, Pennsylvania? Falists indexes 6 SEC-registered and state-registered investment advisers in York — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $533.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$533.4M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts5 Retirement3 Institutional4

Top advisors in York

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

COLLECTIVE FAMILY OFFICE, LLC

York, PA

AUM

$533.4M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM

(717) 893-5055

Full profile Visit site →

JOHNSON & WHITE WEALTH MANAGEMENT LLC

York, PA

AUM

$484.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

717-430-0001

Full profile Visit site →

MACRO ADVISORS, INC.

York, PA

AUM

$370.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

717-764-4566

Full profile Visit site →

WELLINGTON ADAMS INVESTMENT ADVISORY, LLC

York, PA

AUM

$67.6M

Wealth MgmtTrusts & Estates

Team

4 advisors

Clients

—

Fees

Percentage of AUM

855-793-2409

Full profile Visit site →

INTEGRATED WEALTH SOLUTIONS, LLC

York, PA

AUM

$52.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

8 advisors

Clients

Fees

Percentage of AUM; Fixed fees

717-578-2892

Full profile Visit site →

THE FINANCIAL ADVISORY GROUP

York, PA

AUM

—

Financial PlanningFee-Only/Hourly

Team

4 advisors

Clients

26-50

Fees

Hourly charges; Fixed fees

717-741-3665

Full profile Visit site →

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in York, Pennsylvania?: 6 registered investment advisers are listed in our York directory, sourced from public SEC filings.
What types of advisors are in York?: 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 York?: 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.