Wealth Management Firms (RIAs) in Lancaster, PA
18 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, RKL Private Wealth is the largest: $2.5 billion through RKL Wealth Management LLC (filed ).
Rodgers & Associates follows with $1.6 billion. The 18 advisers counted report $10.8 billion together; the ten largest hold 85% of it, and half report less than $437 million.
Updated . Rechecked quarterly; next check . Figures read , as filed to .
- $1BN to $5BN48%3 firms
- $500MM to $1BN28%5 firms
- Under $500MM24%10 firms
Latest Form ADV of each, filed Jan 2026 to Sep 2026. Read ; sources at the end of the page.
- Wealth management firms listedList of November 2026; 18 are wealth managers
- 18
- Combined assets18 counted; as filed to Sep 2026
- $10.8BN
- Median firmHalf of the 18 report less
- $437MM
- Held by the ten largestOf the $10.8BN combined
- 85%
RKL Private Wealth, Rodgers & Associates and Faithward Advisors lead the Lancaster, PA wealth management firms by assets
The eighteen largest by regulatory assets on their latest Form ADV. Together they report $10.8BN, 100% of the $10.8BN the 18 counted report.
- 1
RKL Private Wealth
Wealth manager, Lancaster, PA
$2.5BNRegulatory assets, Sep 2026
76% high net worth, 13% pension plans, 8% other individuals
- 2
Rodgers & Associates
Wealth manager, Lancaster, PA
$1.6BNRegulatory assets, Mar 2026
83% high net worth, 16% other individuals
- 3
Faithward Advisors
Wealth manager, Lancaster, PA
$1.1BNRegulatory assets, Mar 2026
60% high net worth, 36% other individuals, 4% charities
- 4
Atwater Malick
Wealth manager, Lancaster, PA
$687MMRegulatory assets, Apr 2026
73% high net worth, 19% pension plans, 8% other individuals
- 5
Bare Wealth Advisors
Wealth manager, Gap, PA
$662MMRegulatory assets, Jul 2026
61% high net worth, 33% other individuals, 2% pension plans
- 6
Master's Wealth Management
Wealth manager, Leola, PA
$590MMRegulatory assets, Apr 2026
59% high net worth, 17% other individuals, 14% pension plans
- 7
G&H Investments
Wealth manager, Leola, PA
$576MMRegulatory assets, Mar 2026
52% high net worth, 42% charities, 6% other individuals
- 8
Stewardship Advisors
Wealth manager, Mount Joy, PA
$545MMRegulatory assets, Mar 2026
55% high net worth, 38% other individuals, 5% charities
- 9
Vantus Wealth
Wealth manager, Lancaster, PA
$440MMRegulatory assets, Sep 2026
48% high net worth, 29% pension plans, 23% other individuals
- 10
Comprehensive Financial Planning
Wealth manager, East Petersburg, PA
$434MMRegulatory assets, May 2026
52% high net worth, 20% pension plans, 19% other individuals
- 11
Odyssey Group Wealth Advisors
Wealth manager, Lancaster, PA
$421MMRegulatory assets, Mar 2026
80% high net worth, 18% other individuals, 2% businesses
- 12
PSI Capital Management
Wealth manager, Lancaster, PA
$385MMRegulatory assets, Mar 2026
60% high net worth, 38% other individuals, 2% businesses
- 13
Cedar Spring Advisors
Wealth manager, Lancaster, PA
$169MMRegulatory assets, Jan 2026
60% high net worth, 40% other individuals
- 14
Sequinox Wealth Management
Wealth manager, Lancaster, PA
$160MMRegulatory assets, Aug 2026
67% other individuals, 29% high net worth, 4% businesses
- 15
Hershey Financial Advisers
Wealth manager, Lancaster, PA
$152MMRegulatory assets, Mar 2026
70% other individuals, 29% high net worth
- 16
Omicron Advisors
Wealth manager, Lancaster, PA
$151MMRegulatory assets, Mar 2026
76% high net worth, 22% other individuals, 2% charities
- 17
Chestnut Street Investment Counsel
Wealth manager, Lancaster, PA
$120MMRegulatory assets, Jan 2026
83% high net worth, 17% other individuals
- 18
ARX Private Wealth
Wealth manager, Lancaster, PA
$114MMRegulatory assets, Feb 2026
92% high net worth, 5% other individuals, 2% businesses
Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .
One firm holds a quarter of the assets
How the 18 firms counted spread by size: most are small, the dollars sit at the top.
One dot per firm counted. Read .
Assets each reported in its latest filing; shares are of the $10.8BN combined, one row per firm. Read .
23%
of the assets reported sits with one firm, RKL Private Wealth. The five largest hold 61%; 15 of 18 report under $1 billion.
- Wealth managers18
Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.
- High net worth67%
- Other individuals20%
- Pension plans7%
- Charities4%
- Businesses1%
- Government0%
Client types each adviser reports with its assets, latest filing; sums of filed figures.
Leaders beyond the ranking
Figures the main ranking does not compare: the most individual clients, the most high net worth clients.
| Rank | Name | Figure |
|---|---|---|
| 1 | Faithward Advisors | 3,036Mar 2026 |
| 2 | Rodgers & Associates | 994Mar 2026 |
| 3 | Vantus Wealth | 980Sep 2026 |
| 4 | RKL Private Wealth | 948Sep 2026 |
| 5 | Bare Wealth Advisors | 813Jul 2026 |
| 6 | Sequinox Wealth Management | 757Aug 2026 |
| 7 | Stewardship Advisors | 674Mar 2026 |
| 8 | Comprehensive Financial Planning | 577May 2026 |
Counts of clients as filed; a client is an account holder the adviser counts, not a household.
| Rank | Name | Figure |
|---|---|---|
| 1 | Rodgers & Associates | 549Mar 2026 |
| 2 | RKL Private Wealth | 462Sep 2026 |
| 3 | Faithward Advisors | 304Mar 2026 |
| 4 | Bare Wealth Advisors | 240Jul 2026 |
| 5 | Master's Wealth Management | 186Apr 2026 |
| 6 | Atwater Malick | 163Apr 2026 |
| 7 | Stewardship Advisors | 146Mar 2026 |
| 8 | Vantus Wealth | 137Sep 2026 |
Counts of clients as filed; a client is an account holder the adviser counts, not a household.
The list is public. The warm path is not. Schedule a conversation
All 18 wealth management firms
A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.
Showing all 18 firms
The first 30 are shown here; find, a kind or a size shows every match.
No row matches. Clear the find field or choose All.
Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.
A few large advisers hold most of the money
Three findings from the filings of the 18 firms counted.
- 23%
of the $10.8 billion the 18 firms counted report is one firm's: RKL Private Wealth. Without it, the other 17 report $8.3 billion.
Assets, latest Form ADV of each; sums of filed figures
- $437MM
is the median: half of the 18 report less, and 15 report under $1 billion.
Assets, latest Form ADV of each
- 67%
of their assets is high net worth money; the next largest client type is other individuals, at 20%.
Client types each adviser reports with its assets; sums of filed figures
Questions
How many wealth management firms are there in Lancaster, PA?
This list holds 18 wealth management firms in the Lancaster, PA metro; 18 of them report regulatory assets on Form ADV, $10.8 billion together.
What are the largest wealth management firms in Lancaster, PA?
By the regulatory assets they report: RKL Private Wealth $2.5 billion, Rodgers & Associates $1.6 billion, Faithward Advisors $1.1 billion, Atwater Malick $687 million, Bare Wealth Advisors $662 million.
How much do wealth management firms in Lancaster, PA typically manage?
Of the 18 that report, the median reports $437 million in regulatory assets; 15 report under $1 billion.
How do you start a relationship with wealth management firms in Lancaster, PA?
Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.
Sources and method
- Who is listed
- 18 wealth management firms, 18 are wealth managers. Every SEC registered adviser with a main office in Lancaster, PA MSA (Census CBSA 29540: Lancaster County) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
- Ranking rule
- The top 20, every total, share and median, the charts and the answers to the questions use one set: the 18 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Lancaster, PA metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
- Our arithmetic
- The $10.8BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 0 firms with a figure outside it stay listed with the figure and the reason.
- Pins
- Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
- What we searched
- On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 18, 18 report on a current Form ADV and 3 file 13F reports.
- Words
- Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
| Figure | Source | Period, read |
|---|---|---|
| Assets, private funds, client types, main office, employees | SEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 18 advisers | Filings to 2026-10-01; read 2026-11-06 |
| Reports of listed stocks (13F filer) | SEC EDGAR Form 13F, 3 filers, by the CIK on each Form ADV | Latest filing; read 2026-11-06 |
| Main office to metro | HUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023 | Read 2026-11-06 |
| Logos | None shown: each firm has a monogram | Read 2026-11-06 |
Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Lancaster, PA," updated November 6, 2026, praxisrock.com/resources/investors/wealth-management-firms-lancaster-pa