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 WEALTH MANAGEMENT LLC
CRD#: 122693
Address: 1800 Fruitville Pike, Lancaster, PA 17601
Clients: 645
Average Clients per Advisor: 30
AUM: $ 1.4B
DOMANI WEALTH, LLC
CRD#: 174303
Address: 1869 Charter Lane Suite 302, Lancaster, PA 17601-5879
Clients: 536
Average Clients per Advisor: 29
AUM: $ 1.3B
RODGERS & ASSOCIATES
CRD#: 121700
Address: 2025 Lititz Pike, Lancaster, PA 17601
Clients: 549
Average Clients per Advisor: 45
AUM: $ 1.2B
ISI FINANCIAL GROUP INC
CRD#: 107356
Address: 570 Lausch Lane Suite 100, Lancaster, PA 17601
Clients: 195
Average Clients per Advisor: 97
AUM: $ 722M
AMBASSADOR ADVISORS, LLC
CRD#: 116978
Address: 1755 Oregon Pike Suite 100, Lancaster, PA 17601
Clients: 2,724
Average Clients per Advisor: 209
AUM: $ 649M
ATWATER MALICK
CRD#: 147972
Address: 3004 Hempland Road Suite 1, Lancaster, PA 17601
Clients: 117
Average Clients per Advisor: 58
AUM: $ 392M
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
Lon Kevin Jury
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin Joel Smith
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
David Wayne Kidd
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian Douglas Mccarver
Registered Affiliation(s):TRIAD HYBRID SOLUTIONS, LLC
James Edward Davis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Thomas Findley Benkovich
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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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