Top financial advisors in Camp Hill, PA
We’ve curated a list of the best financial advisors in Camp Hill, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$893,345,322
Number of advisors
15 advisors
| $893,345,322 | 15 advisors | |
| 2 |
Assets under management
$91,330,485
Number of advisors
8 advisors
| $91,330,485 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Camp Hill, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Camp Hill. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
River Wealth Advisors LLC
River Wealth Advisors, LLC is a registered investment advisor offering asset management, financial planning, and investment consulting services. The firm was established on October 8, 2014, and is owned by River Wealth Holdings, LLC. As of December 31, 2024, the firm had $1,230,549,529 in assets under management on a discretionary basis and $26,602,185 in assets under management on a non-discretionary basis. River Wealth tailors its services to meet individual client needs, providing asset management primarily through stocks, bonds, mutual funds, and ETFs. The firm charges an annual fee based on a percentage of assets under management, typically up to 1.25%. Clients have the option to engage in financial planning and consulting services, with fees ranging from $150 to $300 per hour. River Wealth acts as a fiduciary, obligated to act in the best interests of clients. The firm exercises investment discretion for clients, allowing it to make decisions on securities transactions without prior client consent. River Wealth receives economic benefits from Schwab and Fidelity, the recommended broker-dealers/custodians, but clients do not incur additional charges. The firm may accept proxy voting authority and offers ongoing account reviews to ensure client portfolios align with their financial goals and risk tolerance. Clients are encouraged to contact the Chief Compliance Officer for any inquiries or conflicts of interest.
$893,345,322 under management
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Invariant Investment Management
Invariant Investment Management LLC is a registered investment adviser founded in August 2013 and owned by Seth Arbogast, David Borowsky, Gary Smith, and Jonathan Turner. The firm offers portfolio management services, financial planning services, and subadvisory services. Portfolio management services include investment strategy recommendations, asset allocation, and ongoing portfolio monitoring on a discretionary or non-discretionary basis. Financial planning services encompass various analyses and recommendations related to financial goals. The firm acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. Invariant Investment Management LLC charges fees based on assets under management or fixed fees, with a standard annual fee of 1.50%. The firm does not accept performance-based fees and serves individuals, high-net-worth individuals, trusts, and more, without a minimum account value requirement. Investment strategies involve fundamental and technical analysis, cyclical analysis, and modern portfolio theory, with risks detailed in the brochure. The firm does not participate in wrap fee programs and discloses potential conflicts of interest related to outside business activities and affiliated entities. Clients' accounts are reviewed regularly, and custody is maintained by a third-party qualified custodian. In terms of investment discretion, the firm accepts discretionary authority with client limitations as agreed upon in writing.
$91,330,485 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Camp Hill, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Camp Hill. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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