AdvisorCensus / Financial advisors / Pennsylvania / Lancaster, PA / Fidelity Investments
Financial advisors in Lancaster, PA using Fidelity Investments
5 SEC-registered investment advisory firms headquartered in the Lancaster, PA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Adare Asset Management, LLC | Lancaster | SEC-registered investment adviser | $100 million to $500 million |
| Atwater Malick | Lancaster | SEC-registered investment adviser | $500 million to $1 billion |
| Emerald Investment Advisers, LLC | Leola | SEC-registered investment adviser | $1 billion to $5 billion |
| Rodgers & Associates | Lancaster | SEC-registered investment adviser | $1 billion to $5 billion |
| Sequinox Wealth Management, LLC | 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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Lancaster, PA using Fidelity Investments. https://advisorcensus.com/advisors/pa/lancaster/custodians/fidelity https://advisorcensus.com/advisors/pa/lancaster/custodians/fidelity