4.5+ Stars · York
Highly Rated Financial Advisors in York, PA
Only the best make this list. These financial advisors in York have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 19 financial advisors in York, PA by verified customer ratings and review volume. The highest-rated is Langan Financial Group Retirement & Wealth Management with a 5.0-star rating from 22 verified reviews. Also in the top tier: Everstead Capital and Sides Wealth Advisory Group. The average rating across all listed financial advisors in York is 5 stars from 8 reviews per business on average.
Financial advisors in York typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Langan Financial Group Retirement & Wealth Management
3405 Board Rd suite 200, York, PA 17406, USA
Everstead Capital
16 Leader Heights Rd #204, York, PA 17403, USA
Sides Wealth Advisory Group
220 St Charles Way Suite 100, York, PA 17402, USA
Financial Advisors Rankings in York, PA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Langan Financial Group Retirement & Wealth Management3405 Board Rd suite 200, York, PA 17406, USA | 5.0★ | 22 |
| #2 | Everstead Capital16 Leader Heights Rd #204, York, PA 17403, USA | 5.0★ | 47 |
| #3 | Sides Wealth Advisory Group220 St Charles Way Suite 100, York, PA 17402, USA | 5.0★ | 10 |
| #4 | White Rose Wealth Management2200 S George St Suite W-2, York, PA 17403, USA | 5.0★ | 10 |
| #5 | Harvest Rock Advisors230 N George St, York, PA 17401, USA | 4.6★ | 10 |
| #6 | Concierge Financial Advisory1003 N George St Suite #1 (2nd floor, York, PA 17404, USA | 5.0★ | 11 |
| #7 | York Independents, Inc.18 S George St #608, York, PA 17401, USA | 5.0★ | 2 |
| #8 | Integrity Wealth Strategies, LLC-YORK2200 E Market St, York, PA 17402, USA | 5.0★ | 4 |
| #9 | Bob Halbert - Financial Advisor, Ameriprise Financial Services, LLC2315 N Susquehanna Trail Suite D, York, PA 17404, USA | 5.0★ | 1 |
| #10 | True Advisory Group200 E Market St, York, PA 17403, USA | 5.0★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in York
White Rose Wealth Management
2200 S George St Suite W-2, York, PA 17403, USA
Harvest Rock Advisors
230 N George St, York, PA 17401, USA
Concierge Financial Advisory
1003 N George St Suite #1 (2nd floor, York, PA 17404, USA
York Independents, Inc.
18 S George St #608, York, PA 17401, USA
Integrity Wealth Strategies, LLC-YORK
2200 E Market St, York, PA 17402, USA
Bob Halbert - Financial Advisor, Ameriprise Financial Services, LLC
2315 N Susquehanna Trail Suite D, York, PA 17404, USA
True Advisory Group
200 E Market St, York, PA 17403, USA
Morgan Stanley Financial Advisors
221 W Philadelphia St Ste 301, York, PA 17401, USA
Matthew J Wilson - Financial Advisor, Ameriprise Financial Services, LLC
3995 E Market St, York, PA 17402, USA
Column Wealth Group - Ameriprise Financial Services, LLC
31 Mills St, York, PA 17402, USA
Edward Jones - Financial Advisor: Phil Gross III, AAMS®
2159 White St Suite 24, York, PA 17404, USA
Edward Jones - Financial Advisor: Russ Allen, AAMS®
2200 S George St # W1, York, PA 17403, USA
Roseville Wealth Management Group - Ameriprise Financial Services, LLC
3995 E Market St, York, PA 17402, USA
Red Oak Financial
2200 S George St Plaza A, York, PA 17403, USA
Savant Wealth Management
221 W Philadelphia St Suite 205, York, PA 17401, USA
The Financial Advisory Group
45 Wyntre Brooke Dr, York, PA 17403, USA
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Frequently Asked Questions — Financial Advisors in York
What is a fiduciary financial advisor and why does it matter in York?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in York, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in York?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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