Top 6 financial advisor firms in Harrisburg

6 SEC-registered financial advisor firms are headquartered in Harrisburg, PA, with $2.49B in combined regulatory assets under management. The largest by assets are SevenBridge Financial Group ($731M), Fischer Financial Services ($636M) and GrandView Asset Management ($412M).

6
Financial advisor firms: $2.49B
Their combined AUM: $332M
Median firm AUM: 2,975
Clients of the top 6

The 6 largest by assets

1
SevenBridge Financial Group
RIA
$731M
0.80% to 1.50% a year
2
Fischer Financial Services
RIA
$636M
0.75% to 1.00% a year
3
GrandView Asset Management
RIA
$412M
1.00% to 1.50% a year
4
Taylor Securities Services
RIA
$253M
1.50% to 1.50% a year
5
Econ Financial Services
RIA
$232M
0.60% to 1.75% a year
6
DVB Private Wealth
RIA
$226M
Up to 2.00% a year

Profiles of the top 6

No. 1 · RIA

SevenBridge Financial Group

SevenBridge Financial Group is an investment adviser based in Harrisburg, PA, registered with the SEC since 2015. 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 $731 million, as filed on 14 September 2026.

SevenBridge Financial Group charges 0.80%–1.50% a year for its Wealth Management Services.

Regulatory AUM: $731M
Clients: 401
Advisory staff: 3
Founded: 2015
Fee schedule: 0.80% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 3401 North Front Street, Suite 301, Harrisburg, PA 17110
Phone: 717-775-8661
Website: sevenbridgefinancial.com

No. 2 · RIA

Fischer Financial Services

Fischer Financial Services is an investment adviser based in Harrisburg, PA, registered with the SEC since 1988. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $636 million, as filed on 25 February 2026.

Fischer Financial Services charges 0.75%–1.00% a year for its Private Client Fee Schedule.

Regulatory AUM: $636M
Clients: 615
Advisory staff: 3
Founded: 1986
Fee schedule: 0.75% to 1.00% a year
Minimum account: $250,000
Custodians: Fidelity, Charles Schwab
Headquarters: 4431 North Front Street, Suite 105, Harrisburg, PA 17110
Phone: 717-233-8901
Website: fischerfinancialservices.com

No. 3 · RIA

GrandView Asset Management

GrandView Asset Management is an investment adviser based in Harrisburg, PA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $412 million, as filed on 29 June 2026.

GrandView Asset Management charges 1.00%–1.50% a year for its Asset Management.

Regulatory AUM: $412M
Clients: 606
Advisory staff: 4
Fee schedule: 1.00% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 4200 Crums Mill Road, Floor 2, Harrisburg, PA 17112
Phone: 717-541-1000
Website: grandviewassetmanagement.com

No. 4 · RIA

Taylor Securities Services

Taylor Securities Services is an investment adviser based in Harrisburg, PA, registered with the SEC since 2022. It provides investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $253 million, as filed on 23 February 2026.

Taylor Securities Services charges 1.50% a year for its Wrap Fee Program.

Regulatory AUM: $253M
Clients: 767
Advisory staff: 4
Fee schedule: 1.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 3113 North Front Street, Harrisburg, PA 17110
Phone: 717-232-5808
Website: taylorretirementservices.com

No. 5 · RIA

Econ Financial Services

Econ Financial Services is an investment adviser based in Harrisburg, PA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $232 million, as filed on 10 March 2026.

Econ Financial Services charges 0.60%–1.75% a year for its Investment management.

Regulatory AUM: $232M
Clients: 337
Advisory staff: 4
Fee schedule: 0.60% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 4755 Linglestown Road, Suite 204, Harrisburg, PA 17112
Phone: 717-545-5870
Website: econwealth.com

No. 6 · RIA

DVB Private Wealth

DVB Private Wealth is an investment adviser based in Harrisburg, PA, registered with the SEC since 2026. 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 $226 million, as filed on 25 September 2026.

DVB Private Wealth charges up to 2.00% a year for its Investment Advisory Service Fees.

Regulatory AUM: $226M
Clients: 249
Advisory staff: 4
Fee schedule: Up to 2.00% a year
Custodians: LPL Financial, Voya
Headquarters: 4800 Linglestown Road, Suite 304, Harrisburg, PA 17112
Phone: 717-652-6901

Questions about financial advisors in Harrisburg

How many financial advisor firms are headquartered in Harrisburg?

6 SEC-registered financial advisor firms report their principal office in Harrisburg, PA, managing $2.49B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

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

What is the largest financial advisor firm in Harrisburg?

SevenBridge Financial Group, with $731M in regulatory assets under management on its latest Form ADV. The next largest are Fischer Financial Services ($636M) and GrandView Asset Management ($412M).

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

How large is a typical financial advisor firm in Harrisburg?

The median firm manages $332M in regulatory assets. That is the midpoint of the 6 firms headquartered in Harrisburg.

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

How much do financial advisors in Harrisburg charge?

Of the 6 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% 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 Harrisburg?

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

Harrisburg has 6 financial advisor firms; see every adviser in the city →