City
Independent RIAs in York, Pennsylvania
As of October 2, 2026, 9 independent wealth management RIAs with their main office in York, Pennsylvania reported $1.6 billion in regulatory assets under management; the largest by assets was Collective Family Office, LLC, with $533.4 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 9
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $177.7 million
- SEC-registered, of those listed
- 4 of 9 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Collective Family Office, LLC | SEC | $533.4 million | 478 |
| 2 | Johnson & White Wealth Management LLC | SEC | $484.6 million | 1,323 |
| 3 | Macro Advisors, Inc. | SEC | $370.9 million | 1,649 |
| 4 | Integrated Wealth Solutions, LLC | SEC | $114.0 million | 883 |
| 5 | Wellington Adams Investment Advisory, LLC | State | $67.6 million | 581 |
| 6 | Saubel Financial Group | State | $17.6 million | 432 |
| 7 | Myrmidon Private Capital | State | $8.8 million | 41 |
| 8 | Ford Investment & Retirement Management LLC | State | $2.0 million | 4 |
| 9 | The Financial Advisory Group | 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.