Top financial advisors in Leola, PA
We've curated a list of the best financial advisors in Leola, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $350,000,000 Number of advisors 3 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.
Get matched with an advisorMethodology
To find the top financial advisors in Leola, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
G&h Investments
Gross & Hartman Investments, LLC, also known as G&H Investments, is a financial advisory firm located in Leola, PA. Established in December 2021, the firm offers two main advisory services: Investment Management Services and Consulting Services. Investment Management Services are provided on a full discretionary basis, including managing stocks, bonds, and mutual funds based on client objectives. Consulting Services are offered on an hourly basis for projects like retirement planning and asset allocation. G&H Investments has 114 clients, managing $501.4 million in assets as of December 31, 2024. For Investment Management Services, fees range from 0.25% to 0.75% based on the type of portfolio. Consulting Services are charged between $116 to $172 per hour. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, trusts, estates, and charitable organizations. There is no minimum account balance requirement, and clients have the option to grant full discretion or set limitations on trading activities. G&H Investments does not have custody of client funds, which are held at a brokerage firm. The firm's investment strategies focus on asset allocation, with a mix of stocks, bonds, and mutual funds tailored to meet client needs and risk tolerance. G&H Investments follows the Chartered Financial Analysts Code of Ethics and does not receive compensation from third parties for managing client investments.
$350,000,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
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.
Get matched with an advisorMethodology
To find the top financial advisors in Leola, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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