City
Independent RIAs in Harrisburg, Pennsylvania
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Harrisburg, Pennsylvania reported $2.5 billion in regulatory assets under management; the largest by assets was Sevenbridge Financial Group, LLC, with $731.1 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $2.5 billion
- Average per firm
- $317.7 million
- SEC-registered, of those listed
- 6 of 8 (75.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Sevenbridge Financial Group, LLC | SEC | $731.1 million | 1,116 |
| 2 | Fischer Financial Services Inc | SEC | $636.1 million | 1,212 |
| 3 | Grandview Asset Management LLC | SEC | $411.7 million | 1,372 |
| 4 | Taylor Securities Services, Inc. | SEC | $252.5 million | 126 |
| 5 | Econ Wealth Management | SEC | $232.1 million | 869 |
| 6 | DVB Private Wealth | SEC | $225.7 million | 538 |
| 7 | Retirement Collaborative LLC | State | $45.0 million | 343 |
| 8 | Pennsylvania Advisory Services, Inc. | State | $7.6 million | 146 |
Independent RIAs in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.