Financial advisers in Mechanicsburg, PA
5 registered investment adviser firms in Mechanicsburg managing $1.7B in assets, based on public SEC Form ADV filings.
Lifeguide Financial Advisors, LLC
Mechanicsburg, PA · Est. 2016
Local
- AUM
- $563M
- Per adviser
- $35M
- Advisers
- 16
No reported disclosures
Mighty Oak Strong America Investment Company
Mechanicsburg, PA · Est. 2015
Local
- AUM
- $398M
- Per adviser
- $133M
- Advisers
- 3
No reported disclosures
Guardian Asset Advisors, LLC
Mechanicsburg, PA · Est. 2021
Regional
- AUM
- $278M
- Per adviser
- $35M
- Advisers
- 8
No reported disclosures
Ifs Group
Mechanicsburg, PA · Est. 2024
Local
- AUM
- $240M
- Per adviser
- $40M
- Advisers
- 6
No reported disclosures
Avantra Family Wealth, INC.
Mechanicsburg, PA · Est. 2018
Local
- AUM
- $222M
- Per adviser
- $74M
- Advisers
- 3
No reported disclosures