Top 4 financial advisor firms in York

4 SEC-registered financial advisor firms are headquartered in York, PA, with $1.5B in combined regulatory assets under management. The largest by assets are Collective Family Office ($533M), Johnson & White Wealth Management ($485M) and Macro Advisors ($371M).

4
Financial advisor firms: $1.5B
Their combined AUM: $428M
Median firm AUM: 1,615
Clients of the top 4

The 4 largest by assets

1
Collective Family Office
RIA
$533M
Up to 1.00% a year
2
Johnson & White Wealth Management
RIA
$485M
Up to 1.25% a year
3
Macro Advisors
RIA
$371M
1.00% to 1.50% a year
4
Integrated Wealth Solutions
RIA
$114M
Up to 1.45% a year

Profiles of the top 4

No. 1 · RIA

Collective Family Office

Collective Family Office is an investment adviser based in York, PA, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $533 million, as filed on 8 July 2026.

Collective Family Office charges up to 1.00% a year for its Portfolio Management Services.

Regulatory AUM: $533M
Clients: 146
Advisory staff: 3
Founded: 2019
Fee schedule: Up to 1.00% a year
Custodians: Charles Schwab
Headquarters: 235 St. Charles Way, Suite 200, York, PA 17402
Phone: 717-893-5055
Website: collectivefamilyoffice.com

No. 2 · RIA

Johnson & White Wealth Management

Johnson & White Wealth Management is an investment adviser based in York, PA, registered with the SEC since 2014. 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 $485 million, as filed on 23 July 2026.

Johnson & White Wealth Management charges up to 1.25% a year for its Asset Management.

Regulatory AUM: $485M
Clients: 480
Advisory staff: 7
Founded: 2014
Fee schedule: Up to 1.25% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 224 St. Charles Way, Suite 200, York, PA 17402
Phone: 717-430-0001
Website: johnsonandwhite.com

No. 3 · RIA

Macro Advisors

Macro Advisors is an investment adviser based in York, PA, registered with the SEC since 2019. 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 $371 million, as filed on 27 May 2026.

Macro Advisors charges 1.00%–1.50% a year for its Portfolio Management Services.

Regulatory AUM: $371M
Clients: 683
Advisory staff: 8
Fee schedule: 1.00% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 526 Greenbriar Road, York, PA 17404
Phone: 717-764-4566
Website: macroadv.com

No. 4 · RIA

Integrated Wealth Solutions

Integrated Wealth Solutions is an investment adviser based in York, PA, registered with the SEC since 2026. 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 $114 million, as filed on 14 September 2026.

Integrated Wealth Solutions charges up to 1.45% a year for its Asset management.

Regulatory AUM: $114M
Clients: 306
Advisory staff: 8
Fee schedule: Up to 1.45% a year
Headquarters: 2651 Carnegie Road, York, PA 17402
Phone: 717-313-2220

Questions about financial advisors in York

How many financial advisor firms are headquartered in York?

4 SEC-registered financial advisor firms report their principal office in York, PA, managing $1.5B 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 York?

Collective Family Office, with $533M in regulatory assets under management on its latest Form ADV. The next largest are Johnson & White Wealth Management ($485M) and Macro Advisors ($371M).

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

How large is a typical financial advisor firm in York?

The median firm manages $428M in regulatory assets. That is the midpoint of the 4 firms headquartered in York.

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

How much do financial advisors in York charge?

Of the 4 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 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 York?

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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