Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Lancaster has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Lancaster, Pennsylvania have an average of 13 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Chris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Ketul Mody
CFP®, RICP®
Diamond State Financial Group
Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Based on Assets
Retirement Planning, Education Funding and Planning
Fee-Based
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 223 East Chestnut Street, Lancaster, PA, 17602 | $9,245,835,915 | 1607 | 51 | A Percentage of AUM, Performance Based |
2 | 1800 Fruitville Pike, Lancaster, PA, 17601 | $1,431,852,377 | 1074 | 33 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | 2025 Lititz Pike, Lancaster, PA, 17601 | $1,195,569,019 | 3207 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | 275 Hess Boulevard, Suite 100 Lancaster, PA, 17601 | $649,375,833 | 5911 | 37 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES) |
5 | 275 Hess Boulevard, Suite 202 Lancaster, PA, 17601 | $611,216,570 | 5849 | 8 | A Percentage of AUM |
6 | 201 Granite Run Drive, Suite 290 Lancaster, PA, 17601 | $392,172,111 | 848 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | 147 North Shippen Street, Lancaster, PA, 17602 | $242,653,310 | 1206 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | 1853 William Penn Way, Suite 14 Lancaster, PA, 17601 | $115,510,267 | 206 | 1 | A Percentage of AUM |
9 | 120 North Pointe Blvd, Suite 300 Lancaster, PA, 17601 | $107,909,674 | 910 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | 300 Granite Run Drive, Suite 120 Lancaster, PA, 17601 | $96,075,435 | 149 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 106114
Assets Under Management $9,245,835,915
No. Of Clients1607
Clients Per Financial Advisor32
GARDNER RUSSO & QUINN LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1607 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122693
Assets Under Management $1,431,852,377
No. Of Clients1074
Clients Per Financial Advisor33
RKL PRIVATE WEALTH is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1074 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 121700
Assets Under Management $1,195,569,019
No. Of Clients3207
Clients Per Financial Advisor178
RODGERS & ASSOCIATES is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3207 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116978
Assets Under Management $649,375,833
No. Of Clients5911
Clients Per Financial Advisor160
AMBASSADOR ADVISORS, LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $649M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5911 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 305092
Assets Under Management $611,216,570
No. Of Clients5849
Clients Per Financial Advisor731
FAITHWARD CAPITAL is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $611M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5849 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 147972
Assets Under Management $392,172,111
No. Of Clients848
Clients Per Financial Advisor212
ATWATER MALICK is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $392M assets under management, the firm specializes in crafting personalized retirement planning solutions for 848 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117105
Assets Under Management $242,653,310
No. Of Clients1206
Clients Per Financial Advisor101
PSI CAPITAL MANAGEMENT is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1206 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152471
Assets Under Management $115,510,267
No. Of Clients206
Clients Per Financial Advisor206
ADARE ASSET MANAGEMENT, LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 206 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149907
Assets Under Management $107,909,674
No. Of Clients910
Clients Per Financial Advisor114
HERSHEY FINANCIAL ADVISERS, LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 910 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165250
Assets Under Management $96,075,435
No. Of Clients149
Clients Per Financial Advisor75
OMICRON ADVISORS, LLC is a financial advisory firm situated in Lancaster, Pennsylvania. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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