Best Financial Advisors in LANCASTER, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in LANCASTER
FAITHWARD ADVISORS, LLC
LANCASTER, PA · Since 2002
RODGERS & ASSOCIATES
LANCASTER, PA · Since 2003
ATWATER MALICK
LANCASTER, PA · Since 2016
ADARE ASSET MANAGEMENT, LLC
LANCASTER, PA · Since 2022
OMICRON ADVISORS, LLC
LANCASTER, PA · Since 2022
FAITHWARD CAPITAL
LANCASTER, PA · Since 2019
CHESTNUT STREET INVESTMENT COUNSEL, LLC
LANCASTER, PA · Since 2025
SEQUINOX WEALTH MANAGEMENT, LLC
LANCASTER, PA · Since 2025
ODYSSEY GROUP WEALTH ADVISORS
LANCASTER, PA · Since 2025
ARX PRIVATE WEALTH
LANCASTER, PA · Since 2025
HERSHEY FINANCIAL ADVISERS, LLC
LANCASTER, PA · Since 2023
GARDNER RUSSO & QUINN LLC
LANCASTER, PA · Since 1992
PSI CAPITAL MANAGEMENT
LANCASTER, PA · Since 2018
RKL PRIVATE WEALTH
LANCASTER, PA · Since 2006
VANTUS WEALTH
LANCASTER, PA · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LANCASTER?
The median advisory fee in LANCASTER, PA is 0.95% of assets under management per year, based on Form ADV filings from 15 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.