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Financial Advisors in Ephrata, PA: 2026 rankings

67 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ephrata: Richardson Group Wealth Protection, RFA Score 73/100; 4.9★ from 113 Google reviews.

  2. 2

    Most-reviewed: Diamond Credit Union, 354 Google reviews at 4.6★, the most of 67 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

67 Ephrata financial advisors are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 67 rated firms.

Top 10 financial advisors in Ephrata at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Ephrata at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Richardson Group Wealth Protection734.9★ (113)Lancaster, 10 mi away—Top score
2Diamond Credit Union724.6★ (354)Wyomissing, 16 mi awayEveningsMost reviews
3Faithward Advisors715.0★ (52)Lancaster, 10 mi away——
4Diamond Credit Union704.9★ (82)Reading, 15 mi awayEvenings—
5Everence Financial/Everence Federal Credit Union704.8★ (25)Ephrata——
6Diamond Credit Union684.9★ (49)Reading, 16 mi away——
7Hearthstone Financial Group684.9★ (12)Ephrata——
8Aevidum Financial Services674.3★ (12)Ephrata——
9Belco Community Credit Union674.2★ (40)Lancaster, 10 mi awaySat—
10Cornerstone Wealth Protection674.6★ (8)Ephrata——

All 67 financial advisors in Ephrata, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Diamond Credit Union

    Based in Wyomissing, 16 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.6★ from 354 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 354 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–7 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1500 Ethan Dr, Wyomissing, PA 19610
    View profile for Diamond Credit Union(610) 326-5490

  3. #3 Faithward Advisors

    Based in Lancaster, 10 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    275 Hess Blvd, Lancaster, PA 17601
    View profile for Faithward Advisors(717) 560-8300

  4. #4 Diamond Credit Union

    Based in Reading, 15 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 82 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–7 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1030 Cedar Top Rd, Reading, PA 19607
    View profile for Diamond Credit Union(610) 326-5490

  6. #6 Diamond Credit Union

    Based in Reading, 16 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 49 Google reviews
    Hours
    Mon–Tue 7:30 AM–4 PM · Wed closed · Thu–Fri 7:30 AM–4 PM · Sat–Sun closed
    Address
    420 S 5th Ave R-Building Reading Hospital, West Reading, PA 19611
    View profile for Diamond Credit Union(610) 326-5490

  15. #15 Sequinox

    Based in Lancaster, 12 mi away

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.5★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 22 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    941 Wheatland Ave #101, Lancaster, PA 17603
    View profile for Sequinox(717) 397-7957

  18. #18 Coram Deo Advisors

    Based in Lancaster, 10 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1910 Harrington Dr, Lancaster, PA 17601
    View profile for Coram Deo Advisors(717) 969-3004

  20. #20 Sage Financial LLC

    Based in Lancaster, 13 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2137 Embassy Dr Ste 117, Lancaster, PA 17603
    View profile for Sage Financial LLC(717) 399-5455

  21. #21 Haven Financial Advisors

    Based in Lancaster, 10 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    30C E Roseville, Lancaster, PA 17601
    View profile for Haven Financial Advisors(717) 883-5035

  22. #22 Buoy Advisors

    Based in Lancaster, 13 mi away

    64/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat–Sun 9 AM–7 PM
    View profile for Buoy Advisors(717) 553-0607

  23. #23 Brady Planning

    Based in Lancaster, 12 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed–Thu 10 AM–7 PM · Fri–Sun 10 AM–5 PM
    Address
    342 N Queen St, Lancaster, PA 17603
    View profile for Brady Planning(717) 553-0511

  24. #24 Charles Schwab

    Based in Lancaster, 11 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.4★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 4.4★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2094 Grand St, Lancaster, PA 17601
    View profile for Charles Schwab(800) 646-4710

  25. #25 Conrad Siegel

    Based in Lancaster, 11 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    201 Granite Run Dr, Lancaster, PA 17601
    View profile for Conrad Siegel(717) 652-5633

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 67 ranked financial advisors here; the rest are on their profiles.

financial advisors in Ephrata, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Rodgers & Associates643.8★ (10)10 mi
27RickerSweigart & Associates645.0★ (16)21 mi
28Greenspring Advisors645.0★ (6)11 mi
29Hyde Financial Group LLC645.0★ (9)15 mi
30Belco Community Credit Union643.4★ (43)12 mi
31Hershey Financial Advisers, LLC645.0★ (5)10 mi
32Smoker Wealth Management633.4★ (5)6 mi
33Diana M. Reed & Associates, PC634.5★ (31)25 mi
34Regal Wealth Advisors635.0★ (5)11 mi
35Assets & Insurance Management, Inc.635.0★ (4)10 mi
36Matthew David Long: Primerica - Financial Services634.2★ (5)11 mi
37Vantus Wealth635.0★ (4)12 mi
38JFS Wealth Advisors635.0★ (3)10 mi
39Gardner Russo & Gardner LLC635.0★ (4)12 mi
40Harold Wenger - Raymond James635.0★ (3)10 mi
41Joel Velez: Primerica - Financial Services635.0★ (5)14 mi
42Velekei Giles Financial Advisors625.0★ (6)16 mi
43Holistic Financial Services625.0★ (6)16 mi
44Murray623.1★ (10)12 mi
45uFinancial Group624.0★ (4)10 mi
46Personal Wealth Advisory LLC625.0★ (3)11 mi
47Kaufman Financial Services625.0★ (5)15 mi
48Jonathan David Conover: Primerica - Financial Services625.0★ (6)16 mi
49RBC Wealth Management Branch - Lancaster623.3★ (3)9 mi
50Janney Montgomery Scott623.7★ (3)10 mi

Also serving Ephrata

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Ephrata
BusinessGoogle ratingDistance
Anthony Martin - Prudential FinancialIn Ephrata
Arc Wealth Strategies5.0★ (2)10 mi
Bradley AdvisoryIn Ephrata
David Boyer - Prudential FinancialIn Ephrata
Edward Jones - Financial Advisor: Alicia O'Donel, CFP®|AAMS®5.0★ (2)10 mi
Edward Jones - Financial Advisor: Jennifer PhilbertIn Ephrata
Edward Jones - Financial Advisor: Missy Phelan, AFFP®In Ephrata
Edward Jones - Financial Advisor: R Jeffrey BurroughsIn Ephrata
Edward Jones - Financial Advisor: Tim Weagley5.0★ (2)In Ephrata
Element PartnersIn Ephrata
Financial institutionIn Ephrata
Fulton Financial Advisor – Paul StetterIn Ephrata
Fulton Financial Advisors3.0★ (2)9 mi
Gary Snavely - Prudential FinancialIn Ephrata
Rowley Financial5.0★ (2)10 mi
Samuel Russell - Prudential FinancialIn Ephrata
Savant Wealth Management5.0★ (2)10 mi
Sheldon Brubaker - Prudential FinancialIn Ephrata
Smoker Wealth ManagementIn Ephrata
The Debt Shredder Team5.0★ (2)In Ephrata

How we ranked Ephrata financial advisors

We scored 67 Ephrata financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Ephrata data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Ephrata: frequently asked questions

Which financial advisor has the highest RFA Score in Ephrata?

By RFA Score, the highest-ranked financial advisor in Ephrata, PA is Richardson Group Wealth Protection with an RFA Score of 73/100. It has 4.9★ from 113 Google reviews. Diamond Credit Union (#2) and Faithward Advisors (#3) follow. We ranked 67 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ephrata?

RankedFinancialAdvisors ranks 67 financial advisors serving Ephrata, PA. 4 of them are based in Ephrata; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Ephrata work on weekends?

9 of 67 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Belco Community Credit Union (#9), Belco Community Credit Union (#11) and Everence Financial/Everence Federal Credit Union (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ephrata financial advisors have?

The median Google rating among 67 rated financial advisors in Ephrata is 4.9★, with a median of 7 reviews. Diamond Credit Union has the most, 354 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Ephrata count in this ranking?

Yes, if they are within 25 mi of the Ephrata city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Ephrata ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Ephrata a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Ephrata

  1. November 2026: RFA Scores recalculated for 67 financial advisors serving Ephrata.

More financial advisors and Ephrata pages