Financial advisers in Lancaster, PA
15 registered investment adviser firms in Lancaster managing $18.4B in assets, based on public SEC Form ADV filings.
Gardner Russo & Quinn LLC
Lancaster, PA · Est. 1992
- AUM
- $9.4B
- Per adviser
- $1.2B
- Advisers
- 8
No reported disclosures
Rkl Private Wealth
Lancaster, PA · Est. 2006
- AUM
- $2.5B
- Per adviser
- $109M
- Advisers
- 23
No reported disclosures
Rodgers & Associates
Lancaster, PA · Est. 2003
- AUM
- $1.6B
- Per adviser
- $163M
- Advisers
- 10
No reported disclosures
Faithward Advisors, LLC
Lancaster, PA · Est. 2002
- AUM
- $1.1B
- Per adviser
- $66M
- Advisers
- 16
Faithward Capital
Lancaster, PA · Est. 2019
- AUM
- $923M
- Per adviser
- $308M
- Advisers
- 3
Atwater Malick
Lancaster, PA · Est. 2016
- AUM
- $687M
- Per adviser
- $344M
- Advisers
- 2
No reported disclosures
Vantus Wealth
Lancaster, PA · Est. 2025
- AUM
- $440M
- Per adviser
- $88M
- Advisers
- 5
No reported disclosures
Odyssey Group Wealth Advisors
Lancaster, PA · Est. 2025
- AUM
- $421M
- Per adviser
- $140M
- Advisers
- 3
No reported disclosures
Psi Capital Management
Lancaster, PA · Est. 2018
- AUM
- $385M
- Per adviser
- $55M
- Advisers
- 7
No reported disclosures
Sequinox Wealth Management, LLC
Lancaster, PA · Est. 2025
- AUM
- $160M
- Per adviser
- $53M
- Advisers
- 3
No reported disclosures
Adare Asset Management, LLC
Lancaster, PA · Est. 2022
- AUM
- $159M
- Per adviser
- $159M
- Advisers
- 1
No reported disclosures
Hershey Financial Advisers, LLC
Lancaster, PA · Est. 2023
- AUM
- $152M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Omicron Advisors, LLC
Lancaster, PA · Est. 2022
- AUM
- $151M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Chestnut Street Investment Counsel, LLC
Lancaster, PA · Est. 2025
- AUM
- $120M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Arx Private Wealth
Lancaster, PA · Est. 2025
- AUM
- $114M
- Per adviser
- $23M
- Advisers
- 5
No reported disclosures