Rialytix insights

Top RIA Firms in Harrisburg, Pennsylvania

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Harrisburg, Pennsylvania. This hub covers 7 matching firms with $12.7B in total reported AUM and median AUM of $411.7M.

Firms

Matching current profiles

Total AUM

$12.7B

Reported regulatory AUM

Median AUM

$411.7M

Across firms with AUM

Largest firm

$10.1B

Conrad Siegel Investment Advisors

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Conrad Siegel Investment Advisors CRD 123560 · Corporation	HARRISBURG, PA	$10.1B Sep 2025	+$1.1B+12.0%	+$2.2B+28.3%	+$3.9B+64.0%	+$9.5B+1510.3%	-2 employees-8.0% over 3Y	+324 accounts+42.6% over 3Y
2. Sevenbridge Financial Group, LLC CRD 281037 · Limited Liability Company	HARRISBURG, PA	$731.1M Feb 2026	+$178.9M+32.4%	+$286.9M+64.6%	+$352.8M+93.3%	—	+1 employees+20.0% over 3Y	+165 accounts+17.4% over 3Y
3. Fischer Financial Services INC CRD 104616 · Corporation	HARRISBURG, PA	$636.1M Feb 2026	+$148.1M+30.4%	+$149.2M+30.6%	+$320.5M+101.5%	+$483.3M+316.3%	-1 employees-16.7% over 3Y	+201 accounts+19.9% over 3Y
4. Grandview Asset Management LLC CRD 172357 · Limited Liability Company	HARRISBURG, PA	$411.7M Mar 2026	+$71.7M+21.1%	+$192.2M+87.6%	+$242.7M+143.6%	+$309.5M+303.0%	+1 employees+12.5% over 3Y	+109 accounts+8.6% over 3Y
5. Enhancing Capital LLC CRD 290018 · Limited Liability Company	HARRISBURG, PA	$368.0M Mar 2026	+$26.0M+7.6%	+$74.4M+25.4%	+$93.9M+34.3%	—	0 employees+0.0% over 3Y	+20 accounts+52.6% over 3Y
6. Taylor Securities Services, INC. CRD 304070 · Corporation	HARRISBURG, PA	$252.5M Feb 2026	+$127.7M+102.3%	+$149.6M+145.3%	+$222.4M+737.4%	+$222.4M+738.6%	+9 employees+450.0% over 3Y	-794 accounts-86.3% over 3Y
7. Econ Wealth Management CRD 226774 · Corporation	HARRISBURG, PA	$232.1M Mar 2026	+$39.4M+20.5%	+$78.6M+51.2%	+$115.0M+98.2%	—	-3 employees-30.0% over 3Y	+226 accounts+35.1% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.