AdvisorCensus / Financial advisors / Pennsylvania / Lancaster, PA / Charles Schwab
Financial advisors in Lancaster, PA using Charles Schwab
13 SEC-registered investment advisory firms headquartered in the Lancaster, PA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| ARX Private Wealth | Lancaster | SEC-registered investment adviser | $100 million to $500 million |
| Atwater Malick | Lancaster | SEC-registered investment adviser | $500 million to $1 billion |
| Bare Wealth Advisors | Gap | SEC-registered investment adviser | $500 million to $1 billion |
| Chestnut Street Investment Counsel, LLC | Lancaster | SEC-registered investment adviser | $100 million to $500 million |
| Comprehensive Financial Planning, Inc. | East Petersburg | SEC-registered investment adviser | $100 million to $500 million |
| Faithward Advisors, LLC | Lancaster | SEC-registered investment adviser | $1 billion to $5 billion |
| Faithward Capital | Lancaster | SEC-registered investment adviser | $1 billion to $5 billion |
| G&H Investments | Leola | SEC-registered investment adviser | $500 million to $1 billion |
| Omicron Advisors, LLC | Lancaster | SEC-registered investment adviser | $100 million to $500 million |
| PSI Capital Management | Lancaster | SEC-registered investment adviser | $100 million to $500 million |
| RKL Private Wealth | Lancaster | SEC-registered investment adviser | $1 billion to $5 billion |
| Rodgers & Associates | Lancaster | SEC-registered investment adviser | $1 billion to $5 billion |
| Vantus Wealth | Lancaster | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Lancaster, PA using Charles Schwab. https://advisorcensus.com/advisors/pa/lancaster/custodians/charles-schwab https://advisorcensus.com/advisors/pa/lancaster/custodians/charles-schwab