Top 10 financial advisor firms in Lancaster

13 SEC-registered financial advisor firms are headquartered in Lancaster, PA, with $7.98B in combined regulatory assets under management. The largest by assets are RKL Wealth Management ($2.51B), Rodgers & Associates ($1.63B) and Faithward Advisors ($1.05B).

13
Financial advisor firms: $7.98B
Their combined AUM: $385M
Median firm AUM: 8,576
Clients of the top 10

The 10 largest by assets

1
RKL Wealth Management
RIA
$2.51B
Up to 1.25% a year
2
Rodgers & Associates
RIA
$1.63B
0.50% to 1.25% a year
3
Faithward Advisors
RIA
$1.05B
1.00% to 1.75% a year
4
Atwater Malick
RIA
$687M
0.50% to 1.00% a year
5
Vantus Wealth
RIA
$440M
0.55% to 1.35% a year
6
Odyssey Group
RIA
$421M
0.40% to 1.00% a year
7
Planning Strategies
RIA
$385M
0.75% to 1.25% a year
8
Sequinox Wealth Management
RIA
$160M
Up to 1.45% a year
9
Adare Asset Management
RIA
$159M
1.00% to 1.00%
10
Hershey Financial Advisers
RIA
$152M
0.50% to 2.00% a year

Profiles of the top 10

No. 1 · RIA

RKL Wealth Management

RKL Wealth Management is an investment adviser based in Lancaster, PA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $2.51 billion, as filed on 30 September 2026.

RKL Wealth Management charges up to 1.25% a year for its Investment management services.

Regulatory AUM: $2.51B
Clients: 1,050
Advisory staff: 23
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 1800 Fruitville Pike, Lancaster, PA 17601
Phone: 717-399-1700
Website: rklprivatewealth.com

No. 2 · RIA

Rodgers & Associates

Rodgers & Associates is an investment adviser based in Lancaster, PA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.63 billion, as filed on 30 March 2026.

Rodgers & Associates charges 0.50%–1.25% a year for its Investment Management Services.

Regulatory AUM: $1.63B
Clients: 997
Advisory staff: 10
Founded: 1996
Fee schedule: 0.50% to 1.25% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800
Website: rodgers-associates.com

No. 3 · RIA

Faithward Advisors

Faithward Advisors is an investment adviser based in Lancaster, PA, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.05 billion, as filed on 27 March 2026.

Faithward Advisors charges 1.00%–1.75% a year for its Portfolio Management Services.

Regulatory AUM: $1.05B
Clients: 3,114
Advisory staff: 16
Fee schedule: 1.00% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 275 Hess Boulevard, Suite 100, Lancaster, PA 17601
Phone: 717-560-8300
Website: faithwardadvisors.com

No. 4 · RIA

Atwater Malick

Atwater Malick is an investment adviser based in Lancaster, PA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $687 million, as filed on 8 April 2026.

Atwater Malick charges 0.50%–1.00% a year for its Investment Supervisory Services.

Regulatory AUM: $687M
Clients: 297
Advisory staff: 2
Founded: 2008
Fee schedule: 0.50% to 1.00% a year
Minimum account: $1,000,000
Custodians: Empower, Fidelity, Charles Schwab
Headquarters: 201 Granite Run Drive, Suite 290, Lancaster, PA 17601
Phone: 717-400-1505
Website: atwatermalick.com

No. 5 · RIA

Vantus Wealth

Vantus Wealth is an investment adviser based in Lancaster, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $440 million, as filed on 1 September 2026.

Vantus Wealth charges 0.55%–1.35% a year for its Investment Management.

Regulatory AUM: $440M
Clients: 1,010
Advisory staff: 5
Fee schedule: 0.55% to 1.35% a year
Custodians: Charles Schwab
Headquarters: 415 North Prince Street, Suite 200, Lancaster, PA 17603
Phone: 844-682-6887
Website: vantuswealth.com

No. 6 · RIA

Odyssey Group

Odyssey Group is an investment adviser based in Lancaster, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $421 million, as filed on 31 March 2026.

Odyssey Group charges 0.40%–1.00% a year for its Investment management services.

Regulatory AUM: $421M
Clients: 245
Advisory staff: 3
Founded: 2025
Fee schedule: 0.40% to 1.00% a year
Custodians: Altruist
Headquarters: 22a East Roseville Road, Lancaster, PA 17601
Phone: 717-553-4722
Website: odysseygroup.com

No. 7 · RIA

Planning Strategies

Planning Strategies is an investment adviser based in Lancaster, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $385 million, as filed on 18 March 2026.

Planning Strategies charges 0.75%–1.25% a year for its Investment Management Fee.

Regulatory AUM: $385M
Clients: 514
Advisory staff: 7
Founded: 2001
Fee schedule: 0.75% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 147 North Shippen Street, Lancaster, PA 17602
Phone: 717-207-7123
Website: visitpsionline.com

No. 8 · RIA

Sequinox Wealth Management

Sequinox Wealth Management is an investment adviser based in Lancaster, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $160 million, as filed on 11 August 2026.

Sequinox Wealth Management charges up to 1.45% a year for its Portfolio Management Services.

Regulatory AUM: $160M
Clients: 761
Advisory staff: 3
Fee schedule: Up to 1.45% a year
Custodians: Fidelity
Headquarters: 941 Wheatland Ave., Suite 101, Lancaster, PA 17603
Phone: 717-397-7957
Website: sequinox.com

No. 9 · RIA

Adare Asset Management

Adare Asset Management is an investment adviser based in Lancaster, PA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $159 million, as filed on 26 February 2026.

Adare Asset Management charges 1.00% for its Standard account fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $159M
Clients: 81
Advisory staff: 1
Fee schedule: 1.00% to 1.00%
Custodians: Fidelity, HBW
Headquarters: 1853 William Penn Way, Suite 14, Lancaster, PA 17601
Phone: 717-435-9386

No. 10 · RIA

Hershey Financial Advisers

Hershey Financial Advisers is an investment adviser based in Lancaster, PA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $152 million, as filed on 31 March 2026.

Hershey Financial Advisers charges 0.50%–2.00% a year for its Investment advisory services.

Regulatory AUM: $152M
Clients: 507
Advisory staff: 2
Fee schedule: 0.50% to 2.00% a year
Headquarters: 120 North Pointe BLVD, Suite 300, Lancaster, PA 17601
Phone: 717-295-8888
Website: hersheyfinancialadvisers.com

Questions about financial advisors in Lancaster

How many financial advisor firms are headquartered in Lancaster?

13 SEC-registered financial advisor firms report their principal office in Lancaster, PA, managing $7.98B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Lancaster?

RKL Wealth Management, with $2.51B in regulatory assets under management on its latest Form ADV. The next largest are Rodgers & Associates ($1.63B) and Faithward Advisors ($1.05B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Lancaster?

The median firm manages $385M in regulatory assets. That is the midpoint of the 13 firms headquartered in Lancaster.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Lancaster charge?

Of the 10 largest firms, 10 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Lancaster?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Lancaster has 13 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Lancaster

Top financial advisor firms in other Pennsylvania cities