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Top 3 financial advisor firms in Lemoyne

3 SEC-registered financial advisor firms are headquartered in Lemoyne, PA, with $939M in combined regulatory assets under management. The largest by assets are Ni Acquisitions ($582M), Safs ($183M) and Yoffe Investment Management ($175M).

3
Financial advisor firms
$939M
Their combined AUM
$183M
Median firm AUM
1,504
Clients of the top 3

The 3 largest by assets

  1. 1
    Ni Acquisitions

    RIA

    $582M

  2. 2
    Safs

    RIA

    $183M

  3. 3
    Yoffe Investment Management

    RIA

    $175M

Profiles of the top 3

No. 1 · RIA

Ni Acquisitions

Ni Acquisitions is an investment adviser based in Lemoyne, PA, registered with the SEC since 2026. 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 $582 million, as filed on 7 August 2026.

Ni Acquisitions charges 0.50%–1.25% a year for its Investment management services.

Regulatory AUM
$582M
Clients
1,212
Advisory staff
8
Fee schedule
0.50% to 1.25% a year
Custodians
SEI Private Trust
Headquarters
1027 Mumma Road, Lemoyne, PA 17043
Phone
717-657-8878
Website
bodenwealth.com

No. 2 · RIA

Safs

Safs is an investment adviser based in Lemoyne, PA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $183 million, as filed on 20 January 2026.

Safs charges up to 1.50% a year for its Portfolio Management Services.

Regulatory AUM
$183M
Clients
279
Advisory staff
2
Fee schedule
Up to 1.50% a year
Custodians
Pershing
Headquarters
1035 Mumma Road, Suite 101, Lemoyne, PA 17043
Phone
717-737-3488
Website
snavelyfinancial.com

No. 3 · RIA

Yoffe Investment Management

Yoffe Investment Management is an investment adviser based in Lemoyne, PA, registered with the SEC since 2014. 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 $175 million, as filed on 5 February 2026.

Yoffe Investment Management charges 0.70%–0.90% a year for its Investment Management Services.

Regulatory AUM
$175M
Clients
13
Advisory staff
1
Fee schedule
0.70% to 0.90% a year
Custodians
Charles Schwab
Headquarters
2 Lemoyne Drive, Suite 100, Lemoyne, PA 17043
Phone
717-343-1120

Questions about financial advisors in Lemoyne

How many financial advisor firms are headquartered in Lemoyne?

3 SEC-registered financial advisor firms report their principal office in Lemoyne, PA, managing $939M 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 Lemoyne?

Ni Acquisitions, with $582M in regulatory assets under management on its latest Form ADV. The next largest are Safs ($183M) and Yoffe Investment Management ($175M).

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

How large is a typical financial advisor firm in Lemoyne?

The median firm manages $183M in regulatory assets. That is the midpoint of the 3 firms headquartered in Lemoyne.

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

How much do financial advisors in Lemoyne charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% 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 Lemoyne?

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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