Top 5 financial advisor firms in Mechanicsburg

5 SEC-registered financial advisor firms are headquartered in Mechanicsburg, PA, with $1.7B in combined regulatory assets under management. The largest by assets are LifeGuide Financial Advisors ($563M), Mighty Oak Strong America Investment ($398M) and Guardian Asset Advisors ($278M).

5
Financial advisor firms: $1.7B
Their combined AUM: $278M
Median firm AUM: 2,645
Clients of the top 5

The 5 largest by assets

1
LifeGuide Financial Advisors
RIA
$563M
0.37% to 1.60% a year
2
Mighty Oak Strong America Investment
RIA
$398M
0.75% to 1.00%
3
Guardian Asset Advisors
RIA
$278M
0.75% to 2.50% a year
4
IFS Group
RIA
$240M
Regulatory AUM
5
Avantra Family Wealth
RIA
$222M
0.15% to 1.50% a year

Profiles of the top 5

No. 1 · RIA

LifeGuide Financial Advisors

LifeGuide Financial Advisors is an investment adviser based in Mechanicsburg, PA, registered with the SEC since 2016. 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 $563 million, as filed on 28 September 2026.

LifeGuide Financial Advisors charges 0.37%–1.60% a year for its Fee on assets under direct management.

Regulatory AUM: $563M
Clients: 778
Advisory staff: 16
Founded: 2013
Fee schedule: 0.37% to 1.60% a year
Custodians: Charles Schwab
Headquarters: 400 W Main St., Mechanicsburg, PA 17055
Phone: 717-796-1700
Website: lifeguidefa.com

No. 2 · RIA

Mighty Oak Strong America Investment

Mighty Oak Strong America Investment is an investment adviser based in Mechanicsburg, 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 $398 million, as filed on 20 July 2026.

Mighty Oak Strong America Investment charges 0.75%–1.00% for its Investment Management and Financial Planning. The brochure does not state whether the rate is annual.

Regulatory AUM: $398M
Clients: 176
Advisory staff: 4
Founded: 2002
Fee schedule: 0.75% to 1.00%
Custodians: Fidelity
Headquarters: 940 Century Drive, Suite B, Mechanicsburg, PA 17055-4376
Phone: 717-790-9001
Website: investwithmosaic.com

No. 3 · RIA

Guardian Asset Advisors

Guardian Asset Advisors is an investment adviser based in Mechanicsburg, PA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $278 million, as filed on 3 August 2026.

Guardian Asset Advisors charges 0.75%–2.50% a year for its Asset Management.

Regulatory AUM: $278M
Clients: 1,201
Advisory staff: 8
Fee schedule: 0.75% to 2.50% a year
Custodians: Charles Schwab
Headquarters: 5000 Ritter RD, Suite 202, Mechanicsburg, PA 17055
Phone: 717-691-3003
Website: guardianassetadvisors.com

No. 4 · RIA

IFS Group

IFS Group is an investment adviser based in Mechanicsburg, PA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $240 million, as filed on 7 July 2026.

Regulatory AUM: $240M
Clients: 267
Advisory staff: 6
Founded: 2002
Custodians: LPL Financial
Headquarters: 1205 Manor Drive, Ste 200, Mechanicsburg, PA 17055
Phone: 717-766-1144
Website: ifsgroup.com

No. 5 · RIA

Avantra Family Wealth

Avantra Family Wealth is an investment adviser based in Mechanicsburg, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $222 million, as filed on 17 June 2026.

Avantra Family Wealth charges 0.15%–1.50% a year for its Investment Management Services.

Regulatory AUM: $222M
Clients: 223
Advisory staff: 3
Founded: 2017
Fee schedule: 0.15% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 100 Sterling Parkway, Suite 107, Mechanicsburg, PA 17050
Phone: 717-276-1501
Website: avantrafamilywealth.com

Questions about financial advisors in Mechanicsburg

How many financial advisor firms are headquartered in Mechanicsburg?

5 SEC-registered financial advisor firms report their principal office in Mechanicsburg, PA, managing $1.7B 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 Mechanicsburg?

LifeGuide Financial Advisors, with $563M in regulatory assets under management on its latest Form ADV. The next largest are Mighty Oak Strong America Investment ($398M) and Guardian Asset Advisors ($278M).

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

How large is a typical financial advisor firm in Mechanicsburg?

The median firm manages $278M in regulatory assets. That is the midpoint of the 5 firms headquartered in Mechanicsburg.

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

How much do financial advisors in Mechanicsburg charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% 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 Mechanicsburg?

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

Mechanicsburg has 5 financial advisor firms; see every adviser in the city →