# Financial advisors in Lancaster, PA

> AdvisorCensus lists 47 investment advisory firms with a principal office in the Lancaster metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/lancaster

## At a glance

- Investment advisory firms: 47
- Registration: SEC-registered investment adviser: 25, State-registered investment adviser: 20, Exempt reporting adviser: 2
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 19 (42%); Percentage of assets 44 (98%); Hourly charges 25 (56%); Fixed fees 21 (47%); Commissions 1 (2%); Performance-based fees 2 (4%); Other 3 (7%); No compensation arrangements reported 2
- Regulatory assets under management (Item 5.F): Under $25 million 9 (19%); $25 million to $100 million 12 (26%); $100 million to $500 million 10 (21%); $500 million to $1 billion 5 (11%); $1 billion to $5 billion 7 (15%); Over $5 billion 1 (2%); Not reported 3 (6%)
- Years registered: Under 5 years 20 (43%); 5 to 9 years 8 (17%); 10 to 19 years 8 (17%); 20 years or more 11 (23%)

## Firms (page 1 of 1, 1 to 47 of 47, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Adare Asset Management, LLC](https://advisorcensus.com/firm/adare-asset-management-llc-lancaster-pa-152471) ([md](https://advisorcensus.com/firm/adare-asset-management-llc-lancaster-pa-152471.md)) | 152471 | Lancaster, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [AJO Vista, an Emerald Company](https://advisorcensus.com/firm/ajo-vista-an-emerald-company-leola-pa-139061) ([md](https://advisorcensus.com/firm/ajo-vista-an-emerald-company-leola-pa-139061.md)) | 139061 | Leola, PA | SEC-registered investment adviser | $25 million to $100 million | 20 | % of assets |
| [Aries Financial Navigators, Inc.](https://advisorcensus.com/firm/aries-financial-navigators-inc-lititz-pa-301218) ([md](https://advisorcensus.com/firm/aries-financial-navigators-inc-lititz-pa-301218.md)) | 301218 | Lititz, PA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [ARX Private Wealth](https://advisorcensus.com/firm/arx-private-wealth-lancaster-pa-338631) ([md](https://advisorcensus.com/firm/arx-private-wealth-lancaster-pa-338631.md)) | 338631 | Lancaster, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Atwater Malick](https://advisorcensus.com/firm/atwater-malick-lancaster-pa-147972) ([md](https://advisorcensus.com/firm/atwater-malick-lancaster-pa-147972.md)) | 147972 | Lancaster, PA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Bare Wealth Advisors](https://advisorcensus.com/firm/bare-wealth-advisors-gap-pa-328043) ([md](https://advisorcensus.com/firm/bare-wealth-advisors-gap-pa-328043.md)) | 328043 | Gap, PA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Blockchain Assets Manager](https://advisorcensus.com/firm/blockchain-assets-manager-atglen-pa-329509) ([md](https://advisorcensus.com/firm/blockchain-assets-manager-atglen-pa-329509.md)) | 329509 | Atglen, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Bradley Advisory](https://advisorcensus.com/firm/bradley-advisory-stevens-pa-122098) ([md](https://advisorcensus.com/firm/bradley-advisory-stevens-pa-122098.md)) | 122098 | Stevens, PA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets |
| [Carriage Hill Investment Associates LLC](https://advisorcensus.com/firm/carriage-hill-investment-associates-llc-lancaster-pa-304487) ([md](https://advisorcensus.com/firm/carriage-hill-investment-associates-llc-lancaster-pa-304487.md)) | 304487 | Lancaster, PA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly |
| [Chestnut Street Investment Counsel, LLC](https://advisorcensus.com/firm/chestnut-street-investment-counsel-llc-lancaster-pa-309741) ([md](https://advisorcensus.com/firm/chestnut-street-investment-counsel-llc-lancaster-pa-309741.md)) | 309741 | Lancaster, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Comprehensive Financial Planning, Inc.](https://advisorcensus.com/firm/comprehensive-financial-planning-inc-east-petersburg-pa-110937) ([md](https://advisorcensus.com/firm/comprehensive-financial-planning-inc-east-petersburg-pa-110937.md)) | 110937 | East Petersburg, PA | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Hourly |
| [Crosswalk Investment Advisory, Inc.](https://advisorcensus.com/firm/crosswalk-investment-advisory-inc-strasburg-pa-123428) ([md](https://advisorcensus.com/firm/crosswalk-investment-advisory-inc-strasburg-pa-123428.md)) | 123428 | Strasburg, PA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly |
| [Eagle Rock Financial Advisers, Ltd.](https://advisorcensus.com/firm/eagle-rock-financial-advisers-ltd-lancaster-pa-125749) ([md](https://advisorcensus.com/firm/eagle-rock-financial-advisers-ltd-lancaster-pa-125749.md)) | 125749 | Lancaster, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Emerald Advisers, LLC](https://advisorcensus.com/firm/emerald-advisers-llc-leola-pa-107496) ([md](https://advisorcensus.com/firm/emerald-advisers-llc-leola-pa-107496.md)) | 107496 | Leola, PA | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Performance fee |
| [Emerald Investment Advisers, LLC](https://advisorcensus.com/firm/emerald-investment-advisers-llc-leola-pa-338769) ([md](https://advisorcensus.com/firm/emerald-investment-advisers-llc-leola-pa-338769.md)) | 338769 | Leola, PA | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets |
| [Emerald Mutual Fund Advisers Trust](https://advisorcensus.com/firm/emerald-mutual-fund-advisers-trust-leola-pa-135130) ([md](https://advisorcensus.com/firm/emerald-mutual-fund-advisers-trust-leola-pa-135130.md)) | 135130 | Leola, PA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets |
| [Emerald Separate Account Management LLC](https://advisorcensus.com/firm/emerald-separate-account-management-llc-leola-pa-150202) ([md](https://advisorcensus.com/firm/emerald-separate-account-management-llc-leola-pa-150202.md)) | 150202 | Leola, PA | SEC-registered investment adviser | Under $25 million | 17 | % of assets |
| [Faithward Advisors, LLC](https://advisorcensus.com/firm/faithward-advisors-llc-lancaster-pa-116978) ([md](https://advisorcensus.com/firm/faithward-advisors-llc-lancaster-pa-116978.md)) | 116978 | Lancaster, PA | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Hourly, Fixed fee, Other |
| [Faithward Capital](https://advisorcensus.com/firm/faithward-capital-lancaster-pa-305092) ([md](https://advisorcensus.com/firm/faithward-capital-lancaster-pa-305092.md)) | 305092 | Lancaster, PA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [G&H Investments](https://advisorcensus.com/firm/g-and-h-investments-leola-pa-317722) ([md](https://advisorcensus.com/firm/g-and-h-investments-leola-pa-317722.md)) | 317722 | Leola, PA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [Gardner Russo & Quinn LLC](https://advisorcensus.com/firm/gardner-russo-and-quinn-llc-lancaster-pa-106114) ([md](https://advisorcensus.com/firm/gardner-russo-and-quinn-llc-lancaster-pa-106114.md)) | 106114 | Lancaster, PA | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Performance fee |
| [Global Steward Advisors, LLC](https://advisorcensus.com/firm/global-steward-advisors-llc-leola-pa-119898) ([md](https://advisorcensus.com/firm/global-steward-advisors-llc-leola-pa-119898.md)) | 119898 | Leola, PA | State-registered investment adviser | Under $25 million | 16 | % of assets |
| [Growth Point Financial LLC](https://advisorcensus.com/firm/growth-point-financial-llc-lancaster-pa-297543) ([md](https://advisorcensus.com/firm/growth-point-financial-llc-lancaster-pa-297543.md)) | 297543 | Lancaster, PA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Harvest Financial Planning Associates, LLC](https://advisorcensus.com/firm/harvest-financial-planning-associates-llc-smoketown-pa-334825) ([md](https://advisorcensus.com/firm/harvest-financial-planning-associates-llc-smoketown-pa-334825.md)) | 334825 | Smoketown, PA | State-registered investment adviser | Under $25 million | 1 | % of assets, Other |
| [Hearthstone Financial Group](https://advisorcensus.com/firm/hearthstone-financial-group-ephrata-pa-342648) ([md](https://advisorcensus.com/firm/hearthstone-financial-group-ephrata-pa-342648.md)) | 342648 | Ephrata, PA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Helm Stone Capital LLC](https://advisorcensus.com/firm/helm-stone-capital-llc-lancaster-pa-343738) ([md](https://advisorcensus.com/firm/helm-stone-capital-llc-lancaster-pa-343738.md)) | 343738 | Lancaster, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Hershey Financial Advisers, LLC](https://advisorcensus.com/firm/hershey-financial-advisers-llc-lancaster-pa-149907) ([md](https://advisorcensus.com/firm/hershey-financial-advisers-llc-lancaster-pa-149907.md)) | 149907 | Lancaster, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Lancaster County Financial Group, LLC](https://advisorcensus.com/firm/lancaster-county-financial-group-llc-lancaster-pa-149693) ([md](https://advisorcensus.com/firm/lancaster-county-financial-group-llc-lancaster-pa-149693.md)) | 149693 | Lancaster, PA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Commissions |
| [Life Stewardship Advisors](https://advisorcensus.com/firm/life-stewardship-advisors-lancaster-pa-169299) ([md](https://advisorcensus.com/firm/life-stewardship-advisors-lancaster-pa-169299.md)) | 169299 | Lancaster, PA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Mangolds Investment Advisors Inc.](https://advisorcensus.com/firm/mangolds-investment-advisors-inc-lancaster-pa-307437) ([md](https://advisorcensus.com/firm/mangolds-investment-advisors-inc-lancaster-pa-307437.md)) | 307437 | Lancaster, PA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [Master's Wealth Management Inc.](https://advisorcensus.com/firm/master-s-wealth-management-inc-leola-pa-328693) ([md](https://advisorcensus.com/firm/master-s-wealth-management-inc-leola-pa-328693.md)) | 328693 | Leola, PA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Millers Financial Group, LLC](https://advisorcensus.com/firm/millers-financial-group-llc-lancaster-pa-294323) ([md](https://advisorcensus.com/firm/millers-financial-group-llc-lancaster-pa-294323.md)) | 294323 | Lancaster, PA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Odyssey Group Wealth Advisors](https://advisorcensus.com/firm/odyssey-group-wealth-advisors-lancaster-pa-336636) ([md](https://advisorcensus.com/firm/odyssey-group-wealth-advisors-lancaster-pa-336636.md)) | 336636 | Lancaster, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Omicron Advisors, LLC](https://advisorcensus.com/firm/omicron-advisors-llc-lancaster-pa-165250) ([md](https://advisorcensus.com/firm/omicron-advisors-llc-lancaster-pa-165250.md)) | 165250 | Lancaster, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Personal Wealth Advisory, LLC](https://advisorcensus.com/firm/personal-wealth-advisory-llc-lancaster-pa-125259) ([md](https://advisorcensus.com/firm/personal-wealth-advisory-llc-lancaster-pa-125259.md)) | 125259 | Lancaster, PA | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee |
| [PSI Capital Management](https://advisorcensus.com/firm/psi-capital-management-lancaster-pa-117105) ([md](https://advisorcensus.com/firm/psi-capital-management-lancaster-pa-117105.md)) | 117105 | Lancaster, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Reese Legacy Capital](https://advisorcensus.com/firm/reese-legacy-capital-east-petersburg-pa-343173) ([md](https://advisorcensus.com/firm/reese-legacy-capital-east-petersburg-pa-343173.md)) | 343173 | East Petersburg, PA | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [RKL Private Wealth](https://advisorcensus.com/firm/rkl-private-wealth-lancaster-pa-122693) ([md](https://advisorcensus.com/firm/rkl-private-wealth-lancaster-pa-122693.md)) | 122693 | Lancaster, PA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Rodgers & Associates](https://advisorcensus.com/firm/rodgers-and-associates-lancaster-pa-121700) ([md](https://advisorcensus.com/firm/rodgers-and-associates-lancaster-pa-121700.md)) | 121700 | Lancaster, PA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Rowley Financial](https://advisorcensus.com/firm/rowley-financial-lancaster-pa-326723) ([md](https://advisorcensus.com/firm/rowley-financial-lancaster-pa-326723.md)) | 326723 | Lancaster, PA | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Sequinox Wealth Management, LLC](https://advisorcensus.com/firm/sequinox-wealth-management-llc-lancaster-pa-335246) ([md](https://advisorcensus.com/firm/sequinox-wealth-management-llc-lancaster-pa-335246.md)) | 335246 | Lancaster, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Stahl Wealth Management, LLC](https://advisorcensus.com/firm/stahl-wealth-management-llc-lancaster-pa-310827) ([md](https://advisorcensus.com/firm/stahl-wealth-management-llc-lancaster-pa-310827.md)) | 310827 | Lancaster, PA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Other |
| [Stewardship Advisors, LLC](https://advisorcensus.com/firm/stewardship-advisors-llc-mount-joy-pa-277099) ([md](https://advisorcensus.com/firm/stewardship-advisors-llc-mount-joy-pa-277099.md)) | 277099 | Mount Joy, PA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Strubel Investment Management, LLC](https://advisorcensus.com/firm/strubel-investment-management-llc-lancaster-pa-151455) ([md](https://advisorcensus.com/firm/strubel-investment-management-llc-lancaster-pa-151455.md)) | 151455 | Lancaster, PA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly |
| [Tarigas Investment Advisory](https://advisorcensus.com/firm/tarigas-investment-advisory-lancaster-pa-338192) ([md](https://advisorcensus.com/firm/tarigas-investment-advisory-lancaster-pa-338192.md)) | 338192 | Lancaster, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Vantus Wealth](https://advisorcensus.com/firm/vantus-wealth-lancaster-pa-337216) ([md](https://advisorcensus.com/firm/vantus-wealth-lancaster-pa-337216.md)) | 337216 | Lancaster, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Watchtower Wealth Management, Inc.](https://advisorcensus.com/firm/watchtower-wealth-management-inc-elizabethtown-pa-297147) ([md](https://advisorcensus.com/firm/watchtower-wealth-management-inc-elizabethtown-pa-297147.md)) | 297147 | Elizabethtown, PA | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Lancaster, PA?**
AdvisorCensus lists 47 investment advisory firms with a principal office in the Lancaster metro area, from Form ADV filings as of October 2026: 25 SEC-registered, 20 state-registered, and 2 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Lancaster, PA?**
19 of the 47 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Lancaster, PA offer financial planning?**
32 of the 45 firms in Lancaster, PA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Lancaster, PA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 19 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Pennsylvania](https://advisorcensus.com/advisors/pa) (https://advisorcensus.com/advisors/pa.md)
- [Financial advisors in Lancaster, PA](https://advisorcensus.com/advisors/pa/lancaster) (https://advisorcensus.com/advisors/pa/lancaster.md)
- [Fee-only financial advisors in Lancaster, PA](https://advisorcensus.com/advisors/pa/lancaster/fee-only) (https://advisorcensus.com/advisors/pa/lancaster/fee-only.md)
- [Flat-fee financial advisors in Lancaster, PA](https://advisorcensus.com/advisors/pa/lancaster/flat-fee) (https://advisorcensus.com/advisors/pa/lancaster/flat-fee.md)
- [Hourly financial advisors in Lancaster, PA](https://advisorcensus.com/advisors/pa/lancaster/hourly) (https://advisorcensus.com/advisors/pa/lancaster/hourly.md)
- [Financial advisors for retirees in Lancaster, PA](https://advisorcensus.com/advisors/pa/lancaster/retirees) (https://advisorcensus.com/advisors/pa/lancaster/retirees.md)
- [Financial advisors in Philadelphia](https://advisorcensus.com/advisors/pa/philadelphia) (https://advisorcensus.com/advisors/pa/philadelphia.md)
- [Financial advisors in Pittsburgh](https://advisorcensus.com/advisors/pa/pittsburgh) (https://advisorcensus.com/advisors/pa/pittsburgh.md)
- [Financial advisors in Allentown](https://advisorcensus.com/advisors/pa/allentown) (https://advisorcensus.com/advisors/pa/allentown.md)
- [Financial advisors in Harrisburg](https://advisorcensus.com/advisors/pa/harrisburg) (https://advisorcensus.com/advisors/pa/harrisburg.md)
- [Financial advisors in Scranton](https://advisorcensus.com/advisors/pa/scranton) (https://advisorcensus.com/advisors/pa/scranton.md)
- [Financial advisors in Reading](https://advisorcensus.com/advisors/pa/reading) (https://advisorcensus.com/advisors/pa/reading.md)
- [Financial advisors in Erie](https://advisorcensus.com/advisors/pa/erie) (https://advisorcensus.com/advisors/pa/erie.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/pa/lancaster.csv

Cite as: AdvisorCensus. Financial advisors in Lancaster, PA: 47 firms from Form ADV filings as of October 2026.