Top 5 financial advisor firms in Camp Hill

5 SEC-registered financial advisor firms are headquartered in Camp Hill, PA, with $2.15B in combined regulatory assets under management. The largest by assets are River Wealth Advisors ($1.47B), Lighthouse Wealth Management ($247M) and Invariant Investment Management ($183M).

5
Financial advisor firms: $2.15B
Their combined AUM: $183M
Median firm AUM: 1,637
Clients of the top 5

The 5 largest by assets

1
River Wealth Advisors
RIA
$1.47B
Up to 1.25% a year
2
Lighthouse Wealth Management
RIA
$247M
Up to 1.00%
3
Invariant Investment Management
RIA
$183M
1.50% to 1.50% a year
4
Keller Financial Group
RIA
$135M
0.56% to 1.50% a year
5
Asset Strategy Retirement Plan Consultants
RIA
$116M
0.30% to 1.20% a year

Profiles of the top 5

No. 1 · RIA

River Wealth Advisors

River Wealth Advisors is an investment adviser based in Camp Hill, PA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.47 billion, as filed on 9 September 2026.

River Wealth Advisors charges up to 1.25% a year for its Asset Management.

Regulatory AUM: $1.47B
Clients: 900
Advisory staff: 9
Founded: 2014
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 100 Corporate Center Drive, Suite 102, Camp Hill, PA 17011
Phone: 717-888-9830
Website: riverwealthadvisors.com

No. 2 · RIA

Lighthouse Wealth Management

Lighthouse Wealth Management is an investment adviser based in Camp Hill, PA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $247 million, as filed on 24 March 2026.

Lighthouse Wealth Management charges up to 1.00% for its Comprehensive Planning & Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $247M
Clients: 93
Advisory staff: 2
Founded: 2020
Fee schedule: Up to 1.00%
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 210 Grandview Avenue, Camp Hill, PA 17011
Phone: 717-346-6333
Website: lighthousewealth.com

No. 3 · RIA

Invariant Investment Management

Invariant Investment Management is an investment adviser based in Camp Hill, PA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $183 million, as filed on 27 July 2026.

Invariant Investment Management charges 1.50% a year for its Portfolio Management.

Regulatory AUM: $183M
Clients: 313
Advisory staff: 6
Fee schedule: 1.50% to 1.50% a year
Custodians: LPL Financial
Headquarters: 200 Grandview Avenue, Suite 103, Camp Hill, PA 17011
Phone: 717-317-9006
Website: invariantinvestments.com

No. 4 · RIA

Keller Financial Group

Keller Financial Group is an investment adviser based in Camp Hill, PA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $135 million, as filed on 30 April 2026.

Keller Financial Group charges 0.56%–1.50% a year for its Portfolio Management Fees.

Regulatory AUM: $135M
Clients: 89
Advisory staff: 2
Fee schedule: 0.56% to 1.50% a year
Custodians: Assetmark Trust
Headquarters: 3815 Market Street, Camp Hill, PA 17011
Phone: 717-516-0700
Website: kellercpa.com

No. 5 · RIA

Asset Strategy Retirement Plan Consultants

Asset Strategy Retirement Plan Consultants is an investment adviser based in Camp Hill, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $116 million, as filed on 4 March 2026.

Asset Strategy Retirement Plan Consultants charges 0.30%–1.20% a year for its Individual Investment Management Services.

Regulatory AUM: $116M
Clients: 242
Advisory staff: 4
Fee schedule: 0.30% to 1.20% a year
Custodians: Fidelity
Headquarters: 3425 Simpson Ferry RD, Suite 204, Camp Hill, PA 17011
Phone: 717-602-1100
Website: asrpc.com

Questions about financial advisors in Camp Hill

How many financial advisor firms are headquartered in Camp Hill?

5 SEC-registered financial advisor firms report their principal office in Camp Hill, PA, managing $2.15B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Camp Hill?

River Wealth Advisors, with $1.47B in regulatory assets under management on its latest Form ADV. The next largest are Lighthouse Wealth Management ($247M) and Invariant Investment Management ($183M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Camp Hill?

The median firm manages $183M in regulatory assets. That is the midpoint of the 5 firms headquartered in Camp Hill.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Camp Hill charge?

Of the 5 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Camp Hill?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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