Firms by city
Registered investment advisers in Lancaster, PA
15 SEC-registered advisers headquartered in Lancaster, listed by regulatory assets under management as reported on Form ADV.
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15 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Gardner Russo & Quinn | Lancaster, PA | $9.45B |
| RKL Wealth Management | Lancaster, PA | $2.51B |
| Rodgers & Associates | Lancaster, PA | $1.63B |
| SevenOneSeven Capital Management | Lancaster, PA | $1.18B |
| Faithward Advisors | Lancaster, PA | $1.05B |
| Atwater Malick | Lancaster, PA | $687M |
| Vantus Wealth | Lancaster, PA | $440M |
| Odyssey Group | Lancaster, PA | $421M |
| Planning Strategies | Lancaster, PA | $385M |
| Sequinox Wealth Management | Lancaster, PA | $160M |
| Adare Asset Management | Lancaster, PA | $159M |
| Hershey Financial Advisers | Lancaster, PA | $152M |
| Omicron Advisors | Lancaster, PA | $151M |
| Chestnut Street Investment Counsel | Lancaster, PA | $120M |
| ARX Private Wealth | Lancaster, PA | $114M |
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $9.45B
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $2.51B
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $1.63B
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $1.18B
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $1.05B
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $687M
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $440M
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $421M
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $385M
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $160M
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $159M
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $152M
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $151M
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $120M
- Headquarters
- Lancaster, PA
- Regulatory AUM
- $114M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lancaster on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.