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Financial Planners in Hershey, PA: 2026 rankings

77 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Hershey: Ryan Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC, RFA Score 75/100; 4.9★ from 45 Google reviews.

  2. 2

    Most-reviewed: LifeGuide Financial Advisors, 212 Google reviews at 5.0★, the most of 77 ranked; ranked #2.

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

77 Hershey financial planners are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 5.0★ across 77 rated firms.

Top 10 financial planners in Hershey 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 planners in Hershey at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Ryan Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC754.9★ (45)HersheyTop score
2LifeGuide Financial Advisors745.0★ (212)Harrisburg, 20 mi awayMost reviews
3RickerSweigart & Associates725.0★ (16)Hershey—
4Paramount Tax & Accounting Harrisburg714.6★ (51)Harrisburg, 10 mi away—
5GrandView Asset Management714.6★ (43)Harrisburg, 9 mi away—
6Seaside Wealth Advisors (Previously Jenkins Financial)705.0★ (44)Harrisburg, 20 mi away—
7Wealth Management Services, Inc.704.4★ (7)Hershey—
8Faithward Advisors705.0★ (52)Lancaster, 23 mi away—
9NATHAN SMITH - Financial Advisor, Ameriprise Financial Services, LLC695.0★ (5)Hershey—
10DVB Financial, LLC695.0★ (11)Harrisburg, 9 mi away—

All 77 financial planners in Hershey, 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.

  5. #5 GrandView Asset Management

    Based in Harrisburg, 9 mi away

    71/100RFA Score

    Ranked #5 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

  8. #8 Faithward Advisors

    Based in Lancaster, 23 mi away

    70/100RFA Score

    Ranked #8 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

  10. #10 DVB Financial, LLC

    Based in Harrisburg, 9 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–2 PM · Sat–Sun closed
    Address
    4800 Linglestown Rd #304, Harrisburg, PA 17112
    View profile for DVB Financial, LLC(717) 652-6901

  11. #11 Polaris Advisors LLC

    Based in Harrisburg, 16 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 22 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    4000 Market St, Camp Hill, PA 17011
    View profile for Polaris Advisors LLC(717) 775-8061

  18. #18 Transition Advisor Group

    Based in Harrisburg, 12 mi away

    67/100RFA Score

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

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    2000 Linglestown Rd #100, Harrisburg, PA 17110
    View profile for Transition Advisor Group(717) 718-5790

  19. #19 Blackhawk Financial Group

    Based in Harrisburg, 14 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 11 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    150 Corporate Center Dr #203, Camp Hill, PA 17011
    View profile for Blackhawk Financial Group(717) 635-7575

Financial planners 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 77 ranked financial planners here; the rest are on their profiles.

financial planners in Hershey, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Belco Community Credit Union664.2★ (40)24 mi
27Premier One Financial Company665.0★ (14)23 mi
28Sequinox664.5★ (22)24 mi
29Econ Wealth Management653.7★ (3)9 mi
30Langan Financial Group Retirement & Wealth Management655.0★ (176)15 mi
31Concierge Financial Advisory655.0★ (11)23 mi
32Wellington Adams Financial Group655.0★ (12)24 mi
33Lmb Investments654.2★ (5)13 mi
34KCA Wealth Management655.0★ (5)16 mi
35Charney Investment Group655.0★ (3)13 mi
36Sage Financial LLC655.0★ (9)23 mi
37evolve Financial Planning, Inc.655.0★ (3)13 mi
38Pennsylvania Advisory Services655.0★ (3)13 mi
39Premier Wealth Management655.0★ (3)14 mi
40Wealth Development Council LLC655.0★ (3)15 mi
41Harvest Rock Advisors644.4★ (11)23 mi
42Pennsylvania Wealth Management645.0★ (3)15 mi
43JFS Wealth Advisors645.0★ (4)18 mi
44McNamara Financial Wealth Management644.4★ (7)20 mi
45Castle Hill Capital645.0★ (7)22 mi
46Conrad Siegel644.5★ (8)22 mi
47Willowbranch Financial Group645.0★ (3)16 mi
48Greenspring Advisors645.0★ (6)22 mi
49Raymond James Financial Services, Miller & Gay Investment Management644.4★ (7)22 mi
50Susquehanna Wealth LLC645.0★ (3)17 mi

Also serving Hershey

20 more financial planners 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 planners serving Hershey
BusinessGoogle ratingDistance
Bryn Mawr Trust Wealth Management OfficeIn Hershey
Byron Hamm - Thrivent5.0★ (2)In Hershey
Chris Grant - ThriventIn Hershey
Craig B Eastwood - Financial Advisor, Ameriprise Financial Services, LLCIn Hershey
David M. Edwards & Associates Financial Services, Inc.In Hershey
Edward Jones - Financial Advisor: Doug Russell, CFP®5.0★ (3)In Hershey
Edward Jones - Financial Advisor: Heath J Greene, CFP®5.0★ (1)In Hershey
Edward Jones - Financial Advisor: Jeffrey M Stover, AAMS®5.0★ (2)In Hershey
First Light Wealth, LLCIn Hershey
Hershey Wealth Advisors, LLC5.0★ (1)In Hershey
Infinity Financial Planning Group LLC1.0★ (1)In Hershey
Kuttin Wealth Management - Ameriprise Financial Services, LLCIn Hershey
Merit Financial AdvisorsIn Hershey
Michael Hoffmann - Financial Advisor, Ameriprise Financial Services, LLCIn Hershey
Mike Gallagher - ThriventIn Hershey
Paul Smith - Financial Advisor, Ameriprise Financial Services, LLCIn Hershey
Raymond James Financial Services5.0★ (1)In Hershey
Ron VanSteenacker - ThriventIn Hershey
Smith Advisory Group - Ameriprise Financial Services, LLC3.0★ (2)In Hershey
The North Star Financial Group5.0★ (2)In Hershey

How we ranked Hershey financial planners

We scored 77 Hershey financial planners 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 Hershey 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Hershey: frequently asked questions

Which financial planner has the highest RFA Score in Hershey?

By RFA Score, the highest-ranked financial planner in Hershey, PA is Ryan Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC with an RFA Score of 75/100. It has 4.9★ from 45 Google reviews. LifeGuide Financial Advisors (#2) and RickerSweigart & Associates (#3) follow. We ranked 77 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Hershey?

RankedFinancialAdvisors ranks 77 financial planners serving Hershey, PA. 5 of them are based in Hershey; 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 planners in Hershey work on weekends?

5 of 77 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays is Belco Community Credit Union (#22). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hershey financial planners have?

The median Google rating among 77 rated financial planners in Hershey is 5.0★, with a median of 7 reviews. LifeGuide Financial Advisors has the most, 212 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 planners?

Each financial planner 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 planners outside Hershey count in this ranking?

Yes, if they are within 25 mi of the Hershey city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Hershey ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Hershey 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 planners 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 Hershey

  1. November 2026: RFA Scores recalculated for 77 financial planners serving Hershey.

More financial planners and Hershey pages