Retirement Plan Advisors in Harrisburg, PA
The top-ranked retirement plan advisors serving Harrisburg, PA are Stonebridge Financial Group, LLC, Sevenbridge Financial Group, LLC and Keller Financial Group. We list 19 retirement plan advisors serving Harrisburg, PA. 19 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Harrisburg, PA (Dauphin County). 19 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Harrisburg
- STONEBRIDGE FINANCIAL GROUP, LLCServes this area from Wormleysburg, PA (2 mi)
#2Sevenbridge Financial Group, LLC
SEVENBRIDGE FINANCIAL GROUP, LLCServes this area from PA#3Keller Financial Group
KELLER FINANCIAL GROUP, INC.Serves this area from PA#4Asset Strategy Retirement Plan Consultants, LLC
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLCServes this area from PA#5Dvb Private Wealth
DVB PRIVATE WEALTH LLCServes this area from PA#6Econ Wealth Management
ECON FINANCIAL SERVICES CORPORATIONServes this area from PA#7Ifs Group
IFS GROUP, LLCServes this area from PA#8Guardian Asset Advisors, LLC
GUARDIAN ASSET ADVISORS, LLCServes this area from PA#9Macro Advisors, Inc.
MACRO ADVISORS, INC.Serves this area from PA#10Stewardship Advisors, LLC
STEWARDSHIP ADVISORS, LLCServes this area from Mount Joy, PA (23 mi)
9 more providers serving this area
- Collective Family Office, LLC, Spry, PA (26 mi)
- Comprehensive Financial Planning, Inc., East Petersburg, PA (31 mi)
- Omicron Advisors, LLC, PA
- Faithward Advisors, LLC, PA
- Rkl Private Wealth, PA
- Chestnut Street Investment Counsel, LLC, Lancaster, PA (35 mi)
- Psi Capital Management, Lancaster, PA (35 mi)
- Master's Wealth Management Inc., PA
- Bare Wealth Advisors, Gap, PA (49 mi)
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Frequently asked questions
How many retirement plan advisors serve Harrisburg?
We list 19 retirement plan advisors serving Harrisburg, PA: 0 based there and 19 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Harrisburg?
The top-ranked retirement plan advisors serving Harrisburg, PA are Stonebridge Financial Group, LLC, Sevenbridge Financial Group, LLC, Keller Financial Group, Asset Strategy Retirement Plan Consultants, LLC and Dvb Private Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Harrisburg are verified against official records?
10 of the top 10 match an active official record: Stonebridge Financial Group, LLC (U.S. Securities and Exchange Commission), Sevenbridge Financial Group, LLC (U.S. Securities and Exchange Commission), Keller Financial Group (U.S. Securities and Exchange Commission), Asset Strategy Retirement Plan Consultants, LLC (U.S. Securities and Exchange Commission) and Dvb Private Wealth (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .