AdvisorGrade

Financial advisers in York, PA

3 registered investment adviser firms in York managing $1.4B in assets, based on public SEC Form ADV filings.

Collective Family Office, LLC

York, PA · Est. 2019

Local
Fee-only
AUM
$533M
Per adviser
$178M
Advisers
3

No reported disclosures

Johnson & White Wealth Management LLC

York, PA · Est. 2014

LocalInternational
Fee-based
AUM
$485M
Per adviser
$69M
Advisers
7

No reported disclosures

Macro Advisors, INC.

York, PA · Est. 2019

Local
Fee-only
AUM
$371M
Per adviser
$46M
Advisers
8

No reported disclosures