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Wealth Managers in York, PA: 2026 rankings

49 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in York: Langan Financial Group Retirement & Wealth Management, RFA Score 70/100; 5.0★ from 176 Google reviews; open 7 days a week.

  2. 2

    Most-reviewed: Richardson Group Wealth Protection, 113 Google reviews at 4.9★, the most of 49 ranked after Langan Financial Group Retirement & Wealth Management; ranked #2.

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

49 York wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 49 rated firms.

Top 10 wealth managers 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 wealth managers in York at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Langan Financial Group Retirement & Wealth Management705.0★ (176)Harrisburg, 23 mi awaySat · Sun · EveningsTop score
2Richardson Group Wealth Protection684.9★ (113)Lancaster, 24 mi away—Most reviews
3Langan Financial Group Retirement & Wealth Management685.0★ (20)YorkSat · Sun · Evenings—
4Conte Wealth Advisors, LLC685.0★ (74)Harrisburg, 22 mi away——
5Sides Wealth Advisory Group675.0★ (13)York——
6White Rose Wealth Management665.0★ (10)York——
7Ryan Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC664.9★ (45)Hershey, 23 mi away——
8Seaside Wealth Advisors (Previously Jenkins Financial)665.0★ (44)Harrisburg, 25 mi away——
9IWS - Integrated Wealth Solutions655.0★ (9)Shiloh, 3 mi away——
10Diamond Wealth Advisors655.0★ (45)Carlisle, 30 mi away——

All 49 wealth managers 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.

  12. #12 P3 Wealth Advisors

    Based in Cockeysville, 32 mi away

    64/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    303 International Cir Ste 130, Cockeysville, MD 21030
    View profile for P3 Wealth Advisors(410) 652-2400

  18. #18 Steerpath Wealth

    Based in Pikesville, 40 mi away

    62/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    East Building, 1777 Reisterstown Rd Ste 380, Pikesville, MD 21208
    View profile for Steerpath Wealth(443) 292-8053

  19. #19 SCO Wealth Management

    Based in Bel Air, 36 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    1614 E Churchville Rd #104, Bel Air, MD 21015
    View profile for SCO Wealth Management(443) 819-0870

  22. #22 KCA Wealth Management

    Based in Harrisburg, 22 mi away

    61/100RFA Score

    Ranked #22 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–Thu 8:30 AM–5 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    3806 Market St, Camp Hill, PA 17011
    View profile for KCA Wealth Management(717) 774-7080

  24. #24 Regal Wealth Advisors

    Based in Lancaster, 23 mi away

    60/100RFA Score

    Ranked #24 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–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    108 Foxshire Dr Suite 2, Lancaster, PA 17601
    View profile for Regal Wealth Advisors(717) 205-1850

All 49 wealth managers

#1 to #25 are shown in full above. Here are #26 to #49, in RFA Score order; each links to its profile.

wealth managers in York, ranks 26 to 49
RankBusinessRFA ScoreGoogle ratingDistance
26JFS Wealth Advisors605.0★ (4)21 mi
27Vantus Wealth605.0★ (4)23 mi
28Susquehanna Wealth LLC605.0★ (3)21 mi
29Cornerstone Wealth Protection604.6★ (8)31 mi
30Wealth Development Council LLC605.0★ (3)21 mi
31Cecil Wealth LLC605.0★ (6)31 mi
32Personal Wealth Advisory LLC605.0★ (3)22 mi
33Pennsylvania Wealth Management605.0★ (3)22 mi
34Premier Wealth Management595.0★ (3)23 mi
35Hart Wealth Strategies, LLC594.6★ (9)37 mi
36JFS Wealth Advisors595.0★ (3)26 mi
37Merrill Lynch Wealth Management594.0★ (8)33 mi
38Oliver Wealth Management595.0★ (7)39 mi
39RBC Wealth Management Branch - Lancaster583.3★ (3)24 mi
40Econ Wealth Management583.7★ (3)26 mi
41Smoker Wealth Management583.4★ (5)30 mi
42Focused Founders Wealth Planning585.0★ (4)37 mi
43Greben Wealth Management575.0★ (4)39 mi
44Sawyer Wealth Management573.7★ (6)38 mi
45Merrill Lynch Wealth Management575.0★ (3)39 mi
46Wealth Maximization Group LLC572.0★ (4)32 mi
47Yitzi Teichman - RBC Wealth Management Financial Advisor575.0★ (3)40 mi
48Sterling Wealth Services562.3★ (3)36 mi
49Baird Private Wealth Management562.3★ (3)39 mi

Also serving York

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers 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
Edward Jones - Financial Advisor: Phil Gross III, AAMS®5.0★ (4)In York
Edward Jones - Financial Advisor: Russ Allen, AAMS®5.0★ (4)In York
Everstead Capital5.0★ (46)In York
Harvest Rock Advisors4.4★ (11)In York
Ilgenfritz Financial Group - York Office5.0★ (17)In York
Janney Montgomery Scott5.0★ (3)In York
Macro Advisors Inc5.0★ (4)In York
Merrill Lynch Wealth Management3.0★ (2)In York
Raymond James Financial Services, Miller & Gay Investment Management4.4★ (7)In York
Red Oak Financial5.0★ (5)In York
Sheppard Financial Group5.0★ (6)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
York Independents, Inc.5.0★ (2)In York

How we ranked York wealth managers

We scored 49 York wealth managers 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 a wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in York: frequently asked questions

Which wealth manager has the highest RFA Score in York?

By RFA Score, the highest-ranked wealth manager in York, PA is Langan Financial Group Retirement & Wealth Management with an RFA Score of 70/100. It has 5.0★ from 176 Google reviews. It is open 7 days a week. Richardson Group Wealth Protection (#2) and Langan Financial Group Retirement & Wealth Management (#3) follow. We ranked 49 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in York?

RankedFinancialAdvisors ranks 49 wealth managers serving York, PA. 8 of them are based in York; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in York work on weekends?

2 of 49 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Langan Financial Group Retirement & Wealth Management (#1) and Langan Financial Group Retirement & Wealth Management (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do York wealth managers have?

The median Google rating among 49 rated wealth managers in York is 5.0★, with a median of 5 reviews. Langan Financial Group Retirement & Wealth Management has the most, 176 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside York count in this ranking?

Yes, if they are within 40 mi of the York city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in York ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 49 wealth managers serving York.

More wealth managers and York pages