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Find Retirement Advisors for Retirement Planning in Harrisburg, Pennsylvania
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Harrisburg, Pennsylvania
Last Updated - April 25, 2025Harrisburg has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Harrisburg, Pennsylvania have an average of 11 years of experience.
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List of Qualified Retirement Planning Advisors in Harrisburg, Pennsylvania
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 7 Retirement Planning firms in Harrisburg, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 501 Corporate Circle, Harrisburg, PA, 17110 | $9,036,304,927 | 1011 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 4431 North Front Street, Suite 105 Harrisburg, PA, 17110 | $564,582,516 | 1141 | 5 | A percentage of AUM |
| 3 | 3401 North Front Street, Suite 301 Harrisburg, PA, 17110 | $552,209,000 | 1049 | 6 | A percentage of AUM, Fixed fees |
| 4 | 5300 Derry Street, Harrisburg, PA, 17111 | $297,667,943 | 38 | 5 | A percentage of AUM, Performance Based |
| 5 | 4200 Crums Mill Road, Floor 2 Harrisburg, PA, 17112 | $263,642,772 | 1263 | 8 | A percentage of AUM, Fixed fees |
| 6 | 4755 Linglestown Road, Suite 204 Harrisburg, PA, 17112 | $192,666,673 | 746 | 7 | A percentage of AUM |
| 7 | 3113 North Front Street, Harrisburg, PA, 17110 | $124,825,671 | 932 | 10 | A percentage of AUM |
Information on Top Retirement Planning firms in Harrisburg, Pennsylvania
QualificationsFirm CRD# 123560
Assets Under Management $9,036,304,927
No. Of Clients1011
Clients Per Financial Advisor44
CONRAD SIEGEL INVESTMENT ADVISORS is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1011 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (401(K) PARTICIPANT CONSULTING AND EDUCATIONAL SERVICES)
QualificationsFirm CRD# 104616
Assets Under Management $564,582,516
No. Of Clients1141
Clients Per Financial Advisor228
FISCHER FINANCIAL SERVICES INC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $565M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1141 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 281037
Assets Under Management $552,209,000
No. Of Clients1049
Clients Per Financial Advisor175
SEVENBRIDGE FINANCIAL GROUP, LLC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $552M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1049 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 290018
Assets Under Management $297,667,943
No. Of Clients38
Clients Per Financial Advisor8
ENHANCING CAPITAL LLC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 172357
Assets Under Management $263,642,772
No. Of Clients1263
Clients Per Financial Advisor158
GRANDVIEW ASSET MANAGEMENT LLC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1263 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 226774
Assets Under Management $192,666,673
No. Of Clients746
Clients Per Financial Advisor107
ECON WEALTH MANAGEMENT is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $193M assets under management, the firm specializes in crafting personalized retirement planning solutions for 746 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 304070
Assets Under Management $124,825,671
No. Of Clients932
Clients Per Financial Advisor93
TAYLOR SECURITIES SERVICES, INC. is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 932 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
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