Investment advisers in Lancaster, PA
15 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Gardner Russo & Quinn LLC | $9.45 billion | 47 | 0 |
| Rkl Private Wealth | $2.51 billion | 38 | 0 |
| Rodgers & Associates | $1.63 billion | 21 | 0 |
| Faithward Capital | $1.18 billion | 5 | 2 |
| Faithward Advisors, LLC | $1.05 billion | 47 | 2 |
| Atwater Malick | $687.4 million | 6 | 0 |
| Vantus Wealth | $439.8 million | 15 | 0 |
| Odyssey Group Wealth Advisors | $420.9 million | 6 | 0 |
| Psi Capital Management | $384.8 million | 11 | 0 |
| Sequinox Wealth Management, LLC | $160.0 million | 7 | 0 |
| Adare Asset Management, LLC | $159.3 million | 1 | 0 |
| Hershey Financial Advisers, LLC | $151.7 million | 6 | 1 |
| Omicron Advisors, LLC | $151.2 million | 2 | 0 |
| Chestnut Street Investment Counsel, LLC | $119.5 million | 4 | 0 |
| Arx Private Wealth | $113.6 million | 6 | 0 |