Falists

Pennsylvania · 9 advisers

Financial Advisors in Mechanicsburg, Pennsylvania

Looking for a financial advisor in Mechanicsburg, Pennsylvania? Falists indexes 9 SEC-registered and state-registered investment advisers in Mechanicsburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $562.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

9

With website

9

Largest AUM

$562.9M

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth6Planning7Trusts6Retirement2Institutional2

Top advisors in Mechanicsburg

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

IFS GROUP

Mechanicsburg, PA

AUM

$240.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

717-766-1144

Full profileVisit site →

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in Mechanicsburg, Pennsylvania?
9 registered investment advisers are listed in our Mechanicsburg directory, sourced from public SEC filings.
What types of advisors are in Mechanicsburg?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Mechanicsburg?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.