Faithward Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lancaster, PA. Its latest Form ADV filing, dated March 27, 2026, reports $1.1B in regulatory assets under management, 47 employees, 6 offices, and 6,477 accounts.
Assets Under Management
$1.1B
Employees
47
Offices
6 offices
Total Clients
3,114
Primary office
LANCASTER, PA
275 HESS BOULEVARD, SUITE 100, LANCASTER, PA, United States
Top client segmentIndividuals represent 87.7% of total clients.
Top client categories% of clientsClients
1
Individuals
87.7%
2,732
2
HNWI
9.8%
304
3
Charitable
2.4%
76
4
Pension Plans
0.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 27, 2026
Discretionary77.3%
$814M
77% of total RAUM77.3%
Non-discretionary22.7%
$239M
23% of total RAUM22.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts6,477
10Y AUM Change+$637M (+153.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees47
Clients per Employee66:1
10Y Employee Change+27 (+135.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.