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Financial Planners in Shiloh, PA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Shiloh: LifeGuide Financial Advisors, RFA Score 74/100; 5.0★ from 212 Google reviews.

  2. 49

    Most-reviewed: Langan Financial Group Retirement & Wealth Management, 176 Google reviews at 5.0★, the most of 63 ranked after LifeGuide Financial Advisors; ranked #49.

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

63 Shiloh financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 63 rated firms.

Top 10 financial planners in Shiloh 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 Shiloh at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1LifeGuide Financial Advisors745.0★ (212)Harrisburg, 20 mi away—Top score
2Zunic Advisory Services LLC744.8★ (30)Shiloh——
3Ilgenfritz Financial Group - York Office725.0★ (17)York, 2 mi away——
4Tim Eicholtz725.0★ (15)York, 3 mi awayEvenings—
5Concierge Financial Advisory715.0★ (11)York, 4 mi awayEvenings—
6Wellington Adams Financial Group715.0★ (12)York, 5 mi away——
7White Rose Wealth Management705.0★ (10)York, 6 mi away——
8Harvest Rock Advisors704.4★ (11)York, 4 mi away——
9Seaside Wealth Advisors (Previously Jenkins Financial)705.0★ (44)Harrisburg, 22 mi away——
10Swope & Thayer Financial Partners695.0★ (4)Shiloh——

All 63 financial planners in Shiloh, 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.

  4. #4 Tim Eicholtz

    Based in York, 3 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Thu 9 AM–8 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4185 W Market St, York, PA 17408
    View profile for Tim Eicholtz(717) 309-1394

  8. #8 Harvest Rock Advisors

    Based in York, 4 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.4★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 11 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    230 N George St, York, PA 17401
    View profile for Harvest Rock Advisors(717) 814-5115

  15. #15 Macro Advisors Inc

    Based in York, 2 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    526 Greenbriar Rd, York, PA 17404
    View profile for Macro Advisors Inc(717) 764-4566

  17. #17 Janney Montgomery Scott

    Based in York, 1 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1700 Westgate Dr Suite 103, York, PA 17408
    View profile for Janney Montgomery Scott(717) 779-2720

  18. #18 Red Oak Financial

    Based in York, 6 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Wed 9 AM–5 PM · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2200 S George St Plaza A, York, PA 17403
    View profile for Red Oak Financial(717) 894-5931

  21. #21 Polaris Advisors LLC

    Based in Harrisburg, 20 mi away

    68/100RFA Score

    Ranked #21 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

  24. #24 GrandView Asset Management

    Based in Harrisburg, 23 mi away

    68/100RFA Score

    Ranked #24 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

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

financial planners in Shiloh, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26RBC Wealth Management Branch - York684.0★ (4)5 mi
27Scott Financial Resources LLC675.0★ (9)16 mi
281st Choice Financial Services, Inc674.9★ (12)18 mi
29LifeGuide Financial Advisors675.0★ (19)25 mi
30DDMP Investment Advisors, LLC - Raymond James675.0★ (7)15 mi
31Belco Community Credit Union664.2★ (50)24 mi
32Concierge Financial Advisory665.0★ (11)21 mi
33Liberty Ridge Financial LLC665.0★ (8)18 mi
34Corto Financial group LLC662.7★ (3)7 mi
35Blackhawk Financial Group664.6★ (11)21 mi
36Ilgenfritz Financial Group - Camp Hill Office654.5★ (8)19 mi
37Benchmark Investments & Insurance655.0★ (4)15 mi
38DVB Financial, LLC655.0★ (11)25 mi
39Sage Financial LLC655.0★ (9)24 mi
40JFS Wealth Advisors655.0★ (4)18 mi
41KCA Wealth Management655.0★ (5)20 mi
42Stonebridge Financial Group645.0★ (5)20 mi
43Transition Advisor Group645.0★ (8)25 mi
44Lmb Investments644.2★ (5)19 mi
45BRUNER Wealth Management, LLC645.0★ (4)20 mi
46Susquehanna Wealth LLC645.0★ (3)18 mi
47NATHAN SMITH - Financial Advisor, Ameriprise Financial Services, LLC645.0★ (5)22 mi
48Wealth Development Council LLC645.0★ (3)18 mi
49Langan Financial Group Retirement & Wealth Management645.0★ (176)21 mi
50Wealth Management Services, Inc.644.4★ (7)24 mi

Also serving Shiloh

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 Shiloh
BusinessGoogle ratingDistance
Advent Partners5.0★ (2)20 mi
Baker Financial Group4.5★ (2)In Shiloh
Bob Halbert - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)3 mi
Bradley Epps - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)16 mi
Bryan Everhart - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)17 mi
Byron Hamm - Thrivent5.0★ (2)20 mi
Chris Y. Potts, RICP® - Wilmington Advisors @ M&TIn Shiloh
Column Wealth Group - Ameriprise Financial Services, LLC5.0★ (2)7 mi
Edward Jones - Financial Advisor: Tim Biden Sr, AAMS®In Shiloh
IWS - Integrated Wealth Solutions5.0★ (9)In Shiloh
Kaufmann Financial Group5.0★ (2)19 mi
Liberty Wealth Advisory Group - Ameriprise Financial Services, LLC3.0★ (2)17 mi
Masland & Barrick Advisory Inc5.0★ (2)19 mi
Merrill Lynch Wealth Management3.0★ (2)4 mi
New York Life - Natalie DennisIn Shiloh
Ridgewood Value Advisors, LLCIn Shiloh
Sprich Capital Investment, LLPIn Shiloh
Take Two Financial Coaching5.0★ (4)In Shiloh
The Random Oceans CompanyIn Shiloh
Tri-Town Financial ServicesIn Shiloh

How we ranked Shiloh financial planners

We scored 63 Shiloh 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 Shiloh 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 Shiloh: frequently asked questions

Which financial planner has the highest RFA Score in Shiloh?

By RFA Score, the highest-ranked financial planner in Shiloh, PA is LifeGuide Financial Advisors with an RFA Score of 74/100. It has 5.0★ from 212 Google reviews. Zunic Advisory Services LLC (#2) and Ilgenfritz Financial Group - York Office (#3) follow. We ranked 63 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Shiloh?

RankedFinancialAdvisors ranks 63 financial planners serving Shiloh, PA. 2 of them are based in Shiloh; 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 Shiloh work on weekends?

3 of 63 ranked financial planners post Saturday hours and 2 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Shiloh financial planners have?

The median Google rating among 63 rated financial planners in Shiloh is 5.0★, with a median of 7 reviews. LifeGuide Financial Advisors has the most, 212 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 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 Shiloh count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 63 financial planners serving Shiloh.

More financial planners and Shiloh pages