Falists

Pennsylvania · 26 advisers

Financial Advisors in Lancaster, Pennsylvania

Looking for a financial advisor in Lancaster, Pennsylvania? Falists indexes 26 SEC-registered and state-registered investment advisers in Lancaster — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 24 firms list a website you can visit directly. Firms in this directory manage up to $9.45B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

26

With website

24

Largest AUM

$9.45B

Financial planning

22

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth25Planning22Trusts24Retirement13Institutional14

Top advisors in Lancaster

Ranked by AUM · Fees, team & specialties at a glance

View all 26 →

ATWATER MALICK

Lancaster, PA

AUM

$687.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

(717) 400-1505

Full profileVisit site →

VANTUS WEALTH

Lancaster, PA

AUM

$439.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

844-682-6887

Full profileVisit site →
View all 26 advisors in Lancaster

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)Allentown (13)

Common questions

How many financial advisors are in Lancaster, Pennsylvania?
26 registered investment advisers are listed in our Lancaster directory, sourced from public SEC filings.
What types of advisors are in Lancaster?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Lancaster?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.