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Find Retirement Advisors for Retirement Planning in Lancaster, Pennsylvania

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.

Finding the Best Retirement Planners in Lancaster, Pennsylvania

Last Updated - February 1, 2025

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.

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List of Qualified Retirement Planning Advisors in Lancaster, Pennsylvania

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Chris Schiesser
CFP®
Prudential

Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
vector.svg VERIFIED

Ketul Mody
CFP®, RICP®
Diamond State Financial Group

Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

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advisor
vector.svg VERIFIED

Diversified, LLC
CFP®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 10 Retirement Planning firms in Lancaster, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
223 East Chestnut Street,
Lancaster, PA, 17602
$9,245,835,915160751
A Percentage of AUM, Performance Based
2
1800 Fruitville Pike,
Lancaster, PA, 17601
$1,431,852,377107433
A Percentage of AUM, Hourly charges, Fixed Fees
3
2025 Lititz Pike,
Lancaster, PA, 17601
$1,195,569,019320718
A Percentage of AUM, Hourly charges, Fixed Fees
4
275 Hess Boulevard, Suite 100
Lancaster, PA, 17601
$649,375,833591137
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
$611,216,57058498
A Percentage of AUM
6
201 Granite Run Drive, Suite 290
Lancaster, PA, 17601
$392,172,1118484
A Percentage of AUM, Hourly charges, Fixed Fees
7
147 North Shippen Street,
Lancaster, PA, 17602
$242,653,310120612
A Percentage of AUM, Hourly charges, Fixed Fees
8
1853 William Penn Way, Suite 14
Lancaster, PA, 17601
$115,510,2672061
A Percentage of AUM
9
120 North Pointe Blvd, Suite 300
Lancaster, PA, 17601
$107,909,6749108
A Percentage of AUM, Hourly charges, Fixed Fees
10
300 Granite Run Drive, Suite 120
Lancaster, PA, 17601
$96,075,4351492
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Lancaster, Pennsylvania

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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