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Top RIA Firms in Lancaster, Pennsylvania
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Lancaster, Pennsylvania. This hub covers 15 matching firms with $18.4B in total reported AUM and median AUM of $420.9M.
Firms
15
Matching current profiles
Total AUM
$18.4B
Reported regulatory AUM
Median AUM
$420.9M
Across firms with AUM
Largest firm
$9.4B
Gardner Russo & Quinn LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Gardner Russo & Quinn LLC CRD 106114 · Limited Liability Company | LANCASTER, PA | $9.4B Mar 2026 | +$402.6M+4.5% | +$202.8M+2.2% | -$2.0B-17.5% | +$4.0B+72.2% | -4 employees-7.8% over 3Y | -261 accounts-16.2% over 3Y |
| 2. Rkl Private Wealth CRD 122693 · Limited Liability Company | LANCASTER, PA | $2.5B Mar 2026 | +$712.0M+39.6% | +$1.1B+75.3% | +$1.3B+104.4% | +$2.3B+1222.4% | +10 employees+35.7% over 3Y | +1,821 accounts+213.2% over 3Y |
| 3. Rodgers & Associates CRD 121700 · Limited Liability Company | LANCASTER, PA | $1.6B Mar 2026 | +$142.2M+9.6% | +$434.7M+36.4% | +$457.9M+39.1% | +$1.3B+378.9% | +3 employees+16.7% over 3Y | +337 accounts+10.5% over 3Y |
| 4. Faithward Advisors, LLC CRD 116978 · Limited Liability Company | LANCASTER, PA | $1.1B Mar 2026 | +$311.6M+42.0% | +$319.6M+43.6% | +$512.8M+95.0% | +$872.5M+484.7% | -7 employees-13.0% over 3Y | -722 accounts-10.0% over 3Y |
| 5. Faithward Capital CRD 305092 · Limited Liability Company | LANCASTER, PA | $922.7M Mar 2026 | +$291.5M+46.2% | +$105.1M+12.9% | +$416.4M+82.3% | — | -6 employees-60.0% over 3Y | +3,205 accounts+99.5% over 3Y |
| 6. Atwater Malick CRD 147972 · Limited Liability Company | LANCASTER, PA | $687.4M Apr 2026 | +$100.7M+17.2% | +$295.2M+75.3% | +$376.4M+121.0% | +$582.9M+558.3% | +2 employees+50.0% over 3Y | +99 accounts+11.7% over 3Y |
| 7. Vantus Wealth CRD 337216 · Limited Liability Company | LANCASTER, PA | $439.8M Jul 2026 | — | — | — | — | 0 employees+0.0% over 1Y | — |
| 8. Odyssey Group Wealth Advisors CRD 336636 · Limited Liability Company | LANCASTER, PA | $420.9M Mar 2026 | — | — | — | — | +5 employees+500.0% over Total | — |
| 9. Psi Capital Management CRD 117105 · Corporation | LANCASTER, PA | $384.8M Mar 2026 | +$97.7M+34.0% | +$142.2M+58.6% | +$162.3M+72.9% | +$276.8M+256.3% | -1 employees-8.3% over 3Y | +208 accounts+17.2% over 3Y |
| 10. Sequinox Wealth Management, LLC CRD 335246 · Limited Liability Company | LANCASTER, PA | $160.0M Feb 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 11. Adare Asset Management, LLC CRD 152471 · Limited Liability Company | LANCASTER, PA | $159.3M Feb 2026 | +$32.4M+25.5% | +$43.8M+37.9% | +$97.3M+156.9% | -$12.2M-7.1% | 0 employees+0.0% over 3Y | +17 accounts+8.3% over 3Y |
| 12. Hershey Financial Advisers, LLC CRD 149907 · Limited Liability Company | LANCASTER, PA | $151.7M Mar 2026 | +$12.4M+8.9% | — | — | +$43.8M+40.6% | -1 employees-14.3% over 1Y | -45 accounts-4.5% over 1Y |
| 13. Omicron Advisors, LLC CRD 165250 · Limited Liability Company | LANCASTER, PA | $151.2M Mar 2026 | +$36.2M+31.5% | +$39.9M+35.9% | — | +$39.9M+35.9% | 0 employees+0.0% over 3Y | +50 accounts+33.6% over 3Y |
| 14. Chestnut Street Investment Counsel, LLC CRD 309741 · Limited Liability Company | LANCASTER, PA | $119.5M Jan 2026 | +$15.5M+14.8% | — | — | +$15.5M+14.8% | 0 employees+0.0% over 1Y | +50 accounts+28.6% over 1Y |
| 15. Arx Private Wealth CRD 338631 · Limited Liability Company | LANCASTER, PA | $113.6M Feb 2026 | — | — | — | — | +5 employees+500.0% over Total | — |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.