AdvisorCensus / Financial advisors / Pennsylvania / Lancaster, PA / Branch offices
Advisory firms with an office in Lancaster, PA, headquartered elsewhere
33 investment advisory firms with a principal office outside the Lancaster, PA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Apollon Wealth Management, LLC | Lancaster, PA | Mount Pleasant, SC | SEC-registered investment adviser |
| Assuredpartners Investment Advisors | Lancaster, PA | Tampa, FL | SEC-registered investment adviser |
| Bison Wealth, LLC | Brownstone, PA | Atlanta, GA | SEC-registered investment adviser |
| Conrad Siegel Investment Advisors | Lancaster, PA | Harrisburg, PA | SEC-registered investment adviser |
| CS Planning Corp | Lancaster, PA | Portland, OR | SEC-registered investment adviser |
| Ellis Investment Partners, LLC | Lancaster, PA | Berwyn, PA | SEC-registered investment adviser |
| Ethos Financial Group, LLC | Lancaster, PA | King of Prussia, PA | SEC-registered investment adviser |
| Exodus Wealth, LLC | Lancaster, PA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Geneos Wealth Management, Inc. | Lancaster, PA | Englewood, CO | SEC-registered investment adviser |
| Good Life Advisors, LLC | Denver, PA | Celebration, FL | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Denver, PA | Berwyn, PA | SEC-registered investment adviser |
| Greenspring Advisors, LLC | Lancaster, PA | Towson, MD | SEC-registered investment adviser |
| Insight Securities, Inc. | Lancaster, PA | Highland Park, IL | SEC-registered investment adviser |
| J. W. Cole Advisors, Inc. | Lancaster, PA | Tampa, FL | SEC-registered investment adviser |
| Janney Montgomery Scott LLC | Lancaster, PA | Philadelphia, PA | SEC-registered investment adviser |
| JFS Wealth Advisors, LLC | Lancaster, PA | Hermitage, PA | SEC-registered investment adviser |
| Lifeguide Financial Advisors, LLC | Mount Joy, PA | Mechanicsburg, PA | SEC-registered investment adviser |
| Lighthouse Wealth Management, LLC | Lancaster, PA | Camp Hill, PA | SEC-registered investment adviser |
| Markle Financial LLC | Lancaster, PA | Laramie, WY | SEC-registered investment adviser |
| Nationwide Securities, LLC | Mount Joy, PA | Columbus, OH | SEC-registered investment adviser |
| Newedge Advisors | Lititz, PA | New Orleans, LA | SEC-registered investment adviser |
| Ptma Investment Advisors | Lancaster, PA | Denver, CO | SEC-registered investment adviser |
| Ptma Investment Advisors | Lancaster, PA | Naperville, IL | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | Lancaster, PA | Saint Petersburg, FL | SEC-registered investment adviser |
| Realta Investment Advisors, Inc | Lancaster, PA | Wilmington, DE | SEC-registered investment adviser |
| River Wealth Advisors LLC | Lancaster, PA | Camp Hill, PA | SEC-registered investment adviser |
| Savant Wealth Management | Lancaster, PA | Rockford, IL | SEC-registered investment adviser |
| Security Capital Management | Lancaster, PA | Wheeling, WV | SEC-registered investment adviser |
| Shepherd Wealth Management | Lititz, PA | Cincinnati, OH | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Mount Joy, PA | Jackson, TN | SEC-registered investment adviser |
| Stonebridge Financial Group, LLC | Lancaster, PA | Wormleysburg, PA | SEC-registered investment adviser |
| Summit Financial, LLC | Lancaster, PA | Parsippany, NJ | SEC-registered investment adviser |
| TLG Advisors, Inc. | Lancaster, PA | Summit, NJ | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Lancaster, PA, headquartered elsewhere. https://advisorcensus.com/advisors/pa/lancaster/branch-offices https://advisorcensus.com/advisors/pa/lancaster/branch-offices