Firms by city
Registered investment advisers in York, PA
4 SEC-registered advisers headquartered in York, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Collective Family Office | York, PA | $533M |
| Johnson & White Wealth Management | York, PA | $485M |
| Macro Advisors | York, PA | $371M |
| Integrated Wealth Solutions | York, PA | $114M |
- Headquarters
- York, PA
- Regulatory AUM
- $533M
- Headquarters
- York, PA
- Regulatory AUM
- $485M
- Headquarters
- York, PA
- Regulatory AUM
- $371M
- Headquarters
- York, PA
- Regulatory AUM
- $114M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in York on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.