Fiduciary advisors in Lancaster, PA

15 registered advisers

Located in Pennsylvania, Lancaster is an Amish Country city with a surprisingly diversified economy that includes healthcare, higher education, and manufacturing. Among them, 14 operate strictly fee-only, meaning they collect no commissions or product-based revenue.

ADARE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #152471
Typical Fee--
AUM$159M
Minimum--
Clients223

ATWATER MALICK

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #147972
Typical Fee--
AUM$687M
Minimum--
Clients947

CHESTNUT STREET INVESTMENT COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #309741
Typical Fee--
AUM$120M
Minimum--
Clients225

FAITHWARD ADVISORS, LLC

Fee-Only, No Conflicts
Lancaster, PennsylvaniaCRD #116978
Typical Fee--
AUM$906M
Minimum--
Clients6,052

FAITHWARD CAPITAL

Fee-Only, No Conflicts
Lancaster, PennsylvaniaCRD #305092
Typical Fee--
AUM$906M
Minimum--
Clients6,053

GARDNER RUSSO & QUINN LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #106114
Typical Fee--
AUM$9.0B
Minimum--
Clients1,419

HERSHEY FINANCIAL ADVISERS, LLC

Also Compensated via Brokerage
Lancaster, PennsylvaniaCRD #149907
Typical Fee--
AUM$139M
Minimum--
Clients991

MASTER'S WEALTH MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #328693
Typical Fee--
AUM$415M
Minimum--
Clients1,263

ODYSSEY GROUP WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #336636
Typical Fee--
AUM$388M
Minimum--
Clients742

OMICRON ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #165250
Typical Fee--
AUM$115M
Minimum--
Clients178

PSI CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #117105
Typical Fee--
AUM$348M
Minimum--
Clients1,344

RKL PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #122693
Typical Fee--
AUM$2.1B
Minimum--
Clients1,090

RODGERS & ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #121700
Typical Fee--
AUM$1.5B
Minimum--
Clients3,378

SEQUINOX WEALTH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Lancaster, PennsylvaniaCRD #335246
Typical Fee--
AUM$160M
Minimum--
Clients1,550

VANTUS WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #337216
Typical Fee--
AUM$440M
Minimum--
Clients2,368
Fiduciary Advisors in Lancaster, Pennsylvania | FiduciaryListings