Investment adviser firms in LANCASTER, Pennsylvania
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
15 firms · Source months shown: August 2026
- ADARE ASSET MANAGEMENT, LLCCRD 152471 · LANCASTER, PA$159,301,674.00Regulatory AUM · August 2026
- ARX PRIVATE WEALTHCRD 338631 · LANCASTER, PA$113,605,108.00Regulatory AUM · August 2026
- ATWATER MALICK, LLCCRD 147972 · LANCASTER, PA$687,373,252.00Regulatory AUM · August 2026
- CHESTNUT STREET INVESTMENT COUNSEL, LLCCRD 309741 · LANCASTER, PA$119,527,897.00Regulatory AUM · August 2026
- FAITHWARD ADVISORS, LLCCRD 116978 · LANCASTER, PA$1,052,532,710.00Regulatory AUM · August 2026
- GARDNER RUSSO & QUINN LLCCRD 106114 · LANCASTER, PA$9,448,623,297.00Regulatory AUM · August 2026
- HERSHEY FINANCIAL ADVISERS, LLCCRD 149907 · LANCASTER, PA$151,711,016.00Regulatory AUM · August 2026
- ODYSSEY GROUP LLCCRD 336636 · LANCASTER, PA$420,889,484.00Regulatory AUM · August 2026
- OMICRON ADVISORS, LLCCRD 165250 · LANCASTER, PA$151,150,448.00Regulatory AUM · August 2026
- PLANNING STRATEGIES, INC.CRD 117105 · LANCASTER, PA$384,836,994.00Regulatory AUM · August 2026
- RKL WEALTH MANAGEMENT LLCCRD 122693 · LANCASTER, PA$2,508,067,068.00Regulatory AUM · August 2026
- RODGERS & ASSOCIATES, LLCCRD 121700 · LANCASTER, PA$1,630,281,071.00Regulatory AUM · August 2026
- SEQUINOX WEALTH MANAGEMENT, LLCCRD 335246 · LANCASTER, PA$160,000,000.00Regulatory AUM · August 2026
- SEVENONESEVEN CAPITAL MANAGEMENT, LTDCRD 305092 · LANCASTER, PA$922,674,221.00Regulatory AUM · August 2026
- VANTUS WEALTH LLCCRD 337216 · LANCASTER, PA$439,803,679.00Regulatory AUM · August 2026