Top Financial Advisors in Lancaster, Pennsylvania
Finding the right financial advisor in Lancaster is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lancaster, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lancaster, PA.
Find the Best Financial Advisor Firms in Lancaster:
RKL PRIVATE WEALTH
CRD#: 122693
Address: 1800 Fruitville Pike, Lancaster, PA 17601
Clients: 536
Average Clients per Advisor: 21
AUM: $ 2.1B
RODGERS & ASSOCIATES
CRD#: 121700
Address: 2025 Lititz Pike, Lancaster, PA 17601
Clients: 454
Average Clients per Advisor: 41
AUM: $ 1.5B
FAITHWARD ADVISORS, LLC
CRD#: 116978
Address: 275 Hess Boulevard Suite 100, Lancaster, PA 17601
Clients: 2,690
Average Clients per Advisor: 192
AUM: $ 906M
ATWATER MALICK
CRD#: 147972
Address: 201 Granite Run Drive Suite 290, Lancaster, PA 17601
Clients: 118
Average Clients per Advisor: 59
AUM: $ 587M
MASTER'S WEALTH MANAGEMENT INC.
CRD#: 328693
Address: 480 New Holland Avenue Suite 7201, Lancaster, PA 17602
Clients: 231
Average Clients per Advisor: 46
AUM: $ 415M
ODYSSEY GROUP WEALTH ADVISORS
CRD#: 336636
Address: 22a East Roseville Road, Lancaster, PA 17601
Clients: 145
Average Clients per Advisor: 48
AUM: $ 388M
How We Chose the Top Financial Advisors in Lancaster, Pennsylvania
To create this list of top financial advisor firms in Lancaster, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lancaster has to offer.
Search Financial Advisors in Lancaster, Pennsylvania
Kevin Joel Smith
Alyssum Mae Keefer
Theodore Paul Williams
Robert John Cleary
Sharon Joan Steiner
Henry Joseph Pofi JR
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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