City
Wealth management firms in Mechanicsburg, Pennsylvania
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Mechanicsburg, Pennsylvania reported $1.9 billion in regulatory assets under management; the largest by assets was Lifeguide Financial Advisors, LLC, with $562.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $157.5 million
- SEC-registered, of those listed
- 6 of 12 (50.0%)
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 | Guardian Asset Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $278.3 million | 1,309 |
| 4 | Ifs Group | SEC | $240.0 million | 344 |
| 5 | Avantra Family Wealth, Inc. | SEC | $221.6 million | 1,041 |
| 6 | Seaside Wealth Advisors LLC | SEC | $103.5 million | 711 |
| 7 | Zizzi Investments | State | $45.1 million | 231 |
| 8 | Stout Wealth Advisory Group, LLC | State | $38.1 million | 272 |
| 9 | Freedom Asset Management Inc. | State | $1.6 million | 53 |
| 10 | Inclusive Wealth Financial Planning LLC | State | $914,582 | 6 |
| 11 | Ando Arashi | State | $0 | 0 |
| 12 | Nobleyield | State | $0 | 0 |
Wealth management firms 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.