Skip to content

Investment Advisors in York, PA: 2026 rankings

37 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in York: Members 1st Federal Credit Union, RFA Score 66/100; 3.7★ from 30 Google reviews; open Saturdays until 12 PM.

  2. 6

    Most-reviewed: LifeGuide Financial Advisors, 212 Google reviews at 5.0★, the most of 37 ranked; ranked #6.

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

37 York investment advisors 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 37 rated firms.

Top 10 investment advisors in York 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 investment advisors in York at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Members 1st Federal Credit Union663.7★ (30)Elizabethtown, 14 mi awaySatTop score
2Members 1st Federal Credit Union663.9★ (64)Lancaster, 20 mi awaySat—
3Jones Financial Group665.0★ (13)Harrisburg, 23 mi away——
4Invariant Investment Management655.0★ (9)Harrisburg, 23 mi away——
5Raymond James Financial Services, Miller & Gay Investment Management644.4★ (7)York——
6LifeGuide Financial Advisors645.0★ (212)Harrisburg, 23 mi away—Most reviews
7Langan Financial Group Retirement & Wealth Management635.0★ (176)Harrisburg, 23 mi awaySat · Sun · Evenings—
8Langan Financial Group Retirement & Wealth Management635.0★ (20)YorkSat · Sun · Evenings—
9Charles Schwab622.9★ (13)Harrisburg, 22 mi away——
10GrandView Asset Management614.6★ (43)Harrisburg, 25 mi away——

All 37 investment advisors in York, 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 York

    #1 Members 1st Federal Credit Union

    Based in Elizabethtown, 14 mi away

    66/100RFA Score

    Ranked #1 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

  3. #3 Jones Financial Group

    Based in Harrisburg, 23 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    5275 E Trindle Rd, Mechanicsburg, PA 17050
    View profile for Jones Financial Group(717) 697-6659

  9. #9 Charles Schwab

    Based in Harrisburg, 22 mi away

    62/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 2.9★ from 13 Google reviews, listed on Google as “Investment service”.

    • 2.9★ from 13 Google reviews
    Address
    22 A N 2nd St, Harrisburg, PA 17101
    View profile for Charles Schwab(717) 730-3300

  10. #10 GrandView Asset Management

    Based in Harrisburg, 25 mi away

    61/100RFA Score

    Ranked #10 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

  13. #13 Faithward Advisors

    Based in Lancaster, 23 mi away

    60/100RFA Score

    Ranked #13 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

  21. #21 Polaris Advisors LLC

    Based in Harrisburg, 23 mi away

    57/100RFA 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

  22. #22 Sequinox

    Based in Lancaster, 22 mi away

    56/100RFA Score

    Ranked #22 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

  23. #23 Sage Financial LLC

    Based in Lancaster, 20 mi away

    55/100RFA Score

    Ranked #23 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

  24. #24 Brady Planning

    Based in Lancaster, 23 mi away

    54/100RFA Score

    Ranked #24 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

  25. #25 Conrad Siegel

    Based in Lancaster, 22 mi away

    54/100RFA 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

All 37 investment advisors

#1 to #25 are shown in full above. Here are #26 to #37, in RFA Score order; each links to its profile.

investment advisors in York, ranks 26 to 37
RankBusinessRFA ScoreGoogle ratingDistance
26Charles Schwab544.4★ (8)23 mi
27NATHAN SMITH - Financial Advisor, Ameriprise Financial Services, LLC535.0★ (5)23 mi
28Edward Jones - Financial Advisor: Michael Hoskins, CFP®534.0★ (5)21 mi
29Edward Jones - Financial Advisor: Tyler Baldwin, CMFA®535.0★ (4)23 mi
30Susquehanna Wealth LLC535.0★ (3)21 mi
31Vantus Wealth535.0★ (4)23 mi
32Edward Jones - Financial Advisor: Doug Russell, CFP®525.0★ (3)22 mi
33Willowbranch Financial Group525.0★ (3)22 mi
34Morgan Stanley Financial Advisors524.0★ (4)22 mi
35Charles Schwab522.9★ (8)23 mi
36Janney Montgomery Scott513.7★ (3)24 mi
37RBC Wealth Management Branch - Lancaster513.3★ (3)24 mi

Also serving York

20 more investment 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 investment advisors serving York
BusinessGoogle ratingDistance
Benjamin Sheppard: Primerica - Financial Services5.0★ (7)In York
Castle Hill Capital5.0★ (7)In York
Concierge Financial Advisory5.0★ (11)In York
Corto Financial group LLC2.7★ (3)In York
Everstead Capital5.0★ (46)In York
Greeno Tax & Financial Strategies5.0★ (22)In York
Harvest Rock Advisors4.4★ (11)In York
Ilgenfritz Financial Group - York Office5.0★ (17)In York
Integrity Wealth Strategies, LLC-YORK5.0★ (4)In York
Macro Advisors Inc5.0★ (4)In York
Merrill Lynch Wealth Management3.0★ (2)In York
Red Oak Financial5.0★ (5)In York
Savant Wealth Management5.0★ (3)In York
Sides Wealth Advisory Group5.0★ (13)In York
Stages Planning Group, LLC5.0★ (3)In York
The Financial Advisory Group5.0★ (7)In York
Tim Eicholtz5.0★ (15)In York
True Advisory Group5.0★ (12)In York
Wellington Adams Financial Group5.0★ (12)In York
White Rose Wealth Management5.0★ (10)In York

How we ranked York investment advisors

We scored 37 York investment 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 York 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in York: frequently asked questions

Which investment advisor has the highest RFA Score in York?

By RFA Score, the highest-ranked investment advisor in York, PA is Members 1st Federal Credit Union with an RFA Score of 66/100. It has 3.7★ from 30 Google reviews. It is open Saturdays until 12 PM. Members 1st Federal Credit Union (#2) and Jones Financial Group (#3) follow. We ranked 37 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in York?

RankedFinancialAdvisors ranks 37 investment advisors serving York, PA. 9 of them are based in York; 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 investment advisors in York work on weekends?

5 of 37 ranked investment advisors post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are Members 1st Federal Credit Union (#1), Members 1st Federal Credit Union (#2) and Langan Financial Group Retirement & Wealth Management (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do York investment advisors have?

The median Google rating among 37 rated investment advisors in York is 5.0★, with a median of 7 reviews. LifeGuide Financial Advisors has the most, 212 reviews, and ranks #6. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside York count in this ranking?

Yes, if they are within 25 mi of the York city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in York ranked?

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

How do I check an investment 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 investment advisor in York 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 investment 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 York

  1. November 2026: RFA Scores recalculated for 37 investment advisors serving York.

More investment advisors and York pages