City
Wealth management firms in Lancaster, Pennsylvania
As of October 2, 2026, 37 wealth management firms, including broker-dealer firms, with their main office in Lancaster, Pennsylvania reported $8.9 billion in regulatory assets under management; the largest by assets was RKL Private Wealth, with $2.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 37
- Regulatory assets under management
- $8.9 billion
- Average per firm
- $240.2 million
- SEC-registered, of those listed
- 14 of 37 (37.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | RKL Private Wealth | SEC | $2.5 billion | 2,675 |
| 2 | Rodgers & Associates | SEC | $1.6 billion | 3,544 |
| 3 | Faithward Advisors, LLC | SEC | $1.1 billion | 6,477 |
| 4 | Atwater Malick | SEC | $687.4 million | 947 |
| 5 | Vantus Wealth | SEC | $439.8 million | 2,368 |
| 6 | Odyssey Group Wealth Advisors | SEC | $420.9 million | 760 |
| 7 | Psi Capital Management | SEC | $384.8 million | 1,414 |
| 8 | Cedar Spring Advisors, LLC | SEC | $169.4 million | 805 |
| 9 | Sequinox Wealth Management, LLC | SEC | $160.0 million | 1,550 |
| 10 | Adare Asset Management, LLC | SEC | $159.3 million | 223 |
| 11 | Hershey Financial Advisers, LLC | SEC | $151.7 million | 946 |
| 12 | Omicron Advisors, LLC | SEC | $151.2 million | 199 |
| 13 | Chestnut Street Investment Counsel, LLC | SEC | $119.5 million | 225 |
| 14 | Arx Private Wealth | SEC | $113.6 million | 73 |
| 15 | Rowley Financial | State | $97.9 million | 475 |
| 16 | Lancaster County Financial Group, LLC | State | $69.2 million | 437 |
| 17 | Mangolds Investment Advisors Inc. | State | $65.4 million | 518 |
| 18 | Stahl Wealth Management, LLC | State | $65.2 million | 97 |
| 19 | Harlan Financial LLC | State | $62.7 million | 219 |
| 20 | Fident Financial, LLC | State | $55.3 million | 288 |
| 21 | Strubel Investment Management, LLC | State | $55.2 million | 224 |
| 22 | Carriage Hill Investment Associates LLC | State | $50.2 million | 326 |
| 23 | Eagle Rock Financial Advisers, Ltd. | State | $48.9 million | 188 |
| 24 | Cool Creek Financial | State | $40.8 million | 248 |
| 25 | Growth Point Financial LLC | State | $31.5 million | 161 |
| 26 | Cedarline Capital | State | $21.7 million | 121 |
| 27 | Millers Financial Group, LLC | State | $17.3 million | 77 |
| 28 | Life Stewardship Advisors | State | $16.9 million | 171 |
| 29 | Evenkiehl, LLC | State | $13.5 million | 109 |
| 30 | Marin Financial LLC | State | $9.0 million | 60 |
| 31 | Harvest Financial Planning Associates, LLC | State | $8.3 million | 33 |
| 32 | Mahaffey Financial LLC | State | $6.4 million | 13 |
| 33 | CWR Capital Management LLC | State | $3.6 million | 43 |
| 34 | One Stop Advisor LLC | State | $573,700 | 24 |
| 35 | Eagleview Asset Management, LLC | State | $0 | 0 |
| 36 | Personal Wealth Advisory, LLC | State | $0 | 0 |
| 37 | Tarigas Investment Advisory | State | $0 | 0 |
Wealth management firms in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.