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Financial Advisors in Lebanon, PA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lebanon: Diamond Credit Union, RFA Score 71/100; 4.6★ from 354 Google reviews; open evenings.

  2. 2

    Most-reviewed: Richardson Group Wealth Protection, 113 Google reviews at 4.9★, the most of 78 ranked after Diamond Credit Union; ranked #2.

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

78 Lebanon 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 78 rated firms.

Top 10 financial advisors in Lebanon 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 Lebanon at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Diamond Credit Union714.6★ (354)Wyomissing, 23 mi awayEveningsTop score
2Richardson Group Wealth Protection714.9★ (113)Lancaster, 19 mi away—Most reviews
3Ryan Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC694.9★ (45)Hershey, 14 mi away——
4Faithward Advisors695.0★ (52)Lancaster, 19 mi away——
5RickerSweigart & Associates695.0★ (16)Hershey, 6 mi away——
6Diamond Credit Union684.9★ (82)Reading, 25 mi awayEvenings—
7Diana M. Reed & Associates, PC684.5★ (31)Hershey, 11 mi away——
8Everence Financial/Everence Federal Credit Union674.8★ (25)Ephrata, 14 mi away——
9Diamond Credit Union674.9★ (49)Reading, 24 mi away——
10Edward Jones - Financial Advisor: Daniel Finnegan, CFP®674.2★ (5)Lebanon——

All 78 financial advisors in Lebanon, 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.

  1. Ranked #1 in Lebanon

    #1 Diamond Credit Union

    Based in Wyomissing, 23 mi away

    71/100RFA Score

    Ranked #1 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

  4. #4 Faithward Advisors

    Based in Lancaster, 19 mi away

    69/100RFA Score

    Ranked #4 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

  6. #6 Diamond Credit Union

    Based in Reading, 25 mi away

    68/100RFA Score

    Ranked #6 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

  9. #9 Diamond Credit Union

    Based in Reading, 24 mi away

    67/100RFA Score

    Ranked #9 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

  12. #12 GrandView Asset Management

    Based in Harrisburg, 22 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.6★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 43 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    4200 Crums Mill Rd 2nd Floor, Harrisburg, PA 17112
    View profile for GrandView Asset Management(717) 541-1000

  18. #18 New Legacy Financial

    Based in Colonial Park, 15 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1099 W Governor Rd, Hummelstown, PA 17036
    View profile for New Legacy Financial(717) 707-7750

  19. #19 Sequinox

    Based in Lancaster, 21 mi away

    64/100RFA Score

    Ranked #19 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

  24. #24 Members 1st Federal Credit Union

    Based in Elizabethtown, 17 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.7★ from 30 Google reviews, listed on Google as “Investment service”.

    • 3.7★ from 30 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1299 S Market St, Elizabethtown, PA 17022
    View profile for Members 1st Federal Credit Union(800) 237-7288

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 78 ranked financial advisors here; the rest are on their profiles.

financial advisors in Lebanon, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Your Financial Community of PA633.4★ (5)10 mi
27DVB Financial, LLC635.0★ (11)21 mi
28Cornerstone Wealth Protection634.6★ (8)17 mi
29DDMP Investment Advisors, LLC - Raymond James635.0★ (7)17 mi
30Everence Financial/Everence Federal Credit Union634.0★ (47)24 mi
31Sage Financial LLC635.0★ (9)21 mi
32JB Top Financial Solutions634.9★ (10)21 mi
33Coram Deo Advisors635.0★ (7)19 mi
34Conrad Siegel634.5★ (8)19 mi
35Charles Schwab634.4★ (8)19 mi
36Greenspring Advisors635.0★ (6)19 mi
37Boddy Financial Solutions635.0★ (8)22 mi
38Haven Financial Advisors625.0★ (6)19 mi
39Conrad Siegel623.9★ (27)23 mi
40Edward Jones - Financial Advisor: Doug Russell, CFP®625.0★ (3)14 mi
41Brady Planning625.0★ (7)21 mi
42Rodgers & Associates623.8★ (10)19 mi
43Buoy Advisors625.0★ (8)23 mi
44Edward Jones - Financial Advisor: Michael Hoskins, CFP®624.0★ (5)16 mi
45Regal Wealth Advisors625.0★ (5)19 mi
46Hershey Retirement Solutions625.0★ (3)15 mi
47Hyde Financial Group LLC625.0★ (9)24 mi
48Hershey Financial Advisers, LLC625.0★ (5)20 mi
49Transition Advisor Group625.0★ (8)24 mi
50Joel Velez: Primerica - Financial Services625.0★ (5)20 mi

Also serving Lebanon

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 Lebanon
BusinessGoogle ratingDistance
Abram Shaffner - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Lebanon
American Express FinancialIn Lebanon
Barr Associates Financial5.0★ (2)In Lebanon
Dave Weaver - Financial Advisor, Ameriprise Financial Services, LLCIn Lebanon
Edward Jones - Financial Advisor: Cheryl L Batdorf, CFP®|CEPA®|AAMS®5.0★ (1)In Lebanon
Edward Jones - Financial Advisor: Nate Lowrie, CFP®In Lebanon
Edward Jones - Financial Advisor: Willie R Sawyers III, CEPA®5.0★ (1)In Lebanon
Eric Fox - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Lebanon
Fulton Financial AdvisorsIn Lebanon
Gerhart Financial Services5.0★ (1)In Lebanon
Jay Green - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Lebanon
Leah Wilhelm - Financial Advisor, Ameriprise Financial Services, LLCIn Lebanon
Northwestern MutualIn Lebanon
Raymond James Financial ServicesIn Lebanon
Stifel5.0★ (2)In Lebanon
Sylvan Capital Advisors - Ameriprise Financial Services, LLCIn Lebanon
TLW InvestX5.0★ (1)In Lebanon
Wells Fargo Advisors5.0★ (2)In Lebanon
Wells Fargo AdvisorsIn Lebanon
Yocum & Company5.0★ (1)In Lebanon

How we ranked Lebanon financial advisors

We scored 78 Lebanon 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 Lebanon 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 Lebanon: frequently asked questions

Which financial advisor has the highest RFA Score in Lebanon?

By RFA Score, the highest-ranked financial advisor in Lebanon, PA is Diamond Credit Union with an RFA Score of 71/100. It has 4.6★ from 354 Google reviews. It is open evenings. Richardson Group Wealth Protection (#2) and Ryan Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC (#3) follow. We ranked 78 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lebanon?

RankedFinancialAdvisors ranks 78 financial advisors serving Lebanon, PA. 1 of them is based in Lebanon; 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 Lebanon work on weekends?

9 of 78 ranked financial advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Belco Community Credit Union (#13), Belco Community Credit Union (#14) and Members 1st Federal Credit Union (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lebanon financial advisors have?

The median Google rating among 78 rated financial advisors in Lebanon is 4.9★, with a median of 8 reviews. Diamond Credit Union has the most, 354 reviews, and ranks #1. 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 Lebanon count in this ranking?

Yes, if they are within 25 mi of the Lebanon 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 Lebanon 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 Lebanon 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 Lebanon

  1. November 2026: RFA Scores recalculated for 78 financial advisors serving Lebanon.

More financial advisors and Lebanon pages