City
Independent RIAs in Mechanicsburg, Pennsylvania
As of October 2, 2026, 11 independent wealth management RIAs with their main office in Mechanicsburg, Pennsylvania reported $1.6 billion in regulatory assets under management; the largest by assets was Lifeguide Financial Advisors, LLC, with $562.9 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 11
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $146.5 million
- SEC-registered, of those listed
- 5 of 11 (45.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Lifeguide Financial Advisors, LLC | SEC | $562.9 million | 2,715 |
| 2 | Mighty Oak Strong America Investment Company | SEC | $398.4 million | 715 |
| 3 | Ifs Group | SEC | $240.0 million | 344 |
| 4 | Avantra Family Wealth, Inc. | SEC | $221.6 million | 1,041 |
| 5 | Seaside Wealth Advisors LLC | SEC | $103.5 million | 711 |
| 6 | Zizzi Investments | State | $45.1 million | 231 |
| 7 | Stout Wealth Advisory Group, LLC | State | $38.1 million | 272 |
| 8 | Freedom Asset Management Inc. | State | $1.6 million | 53 |
| 9 | Inclusive Wealth Financial Planning LLC | State | $914,582 | 6 |
| 10 | Ando Arashi | State | $0 | 0 |
| 11 | Nobleyield | State | $0 | 0 |
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.