National Retirement Planning Experts

National Coverage
Local Professionals

FAITHWARD ADVISORS, LLC

275 Hess Boulevard
Suite 100
Lancaster, Pennsylvania 17601
Tel: 717-560-8300

Need a Financial Advisor?
Compare Vetted Advisors

About FAITHWARD ADVISORS, LLC

FAITHWARD ADVISORS, LLC, formally registered with the SEC as FAITHWARD ADVISORS, LLC. The firm was established in 09/19/2002. They have over 7 offices throughout the country.

FAITHWARD ADVISORS, LLC is a Lancaster, Pennsylvania based Financial Planning firm with nearly $740,963,285 assets under management, offering retirement planning & investment advisory services to 5347 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#116978
SEC#801-61471
Assets Managed by Firm$740,963,285
No. of Clients5347
No. of Advisors35

Fee Structure

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

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total5347$740,963,285
Individuals (other than high net worth individuals)2438$398,013,882
High net worth individuals135$273,642,729
Pension and profit sharing plansFewer than 5 clients$17,072,799
Charitable organizations77$44,274,849
Corporations or other businesses66$7,959,026

More Retirement Planning firms in Lancaster, Pennsylvania:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$7,909,760,294,676209980
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue
Pittsburgh, PA, 15222-3779
$501,645,588,24580101
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard
Malvern, PA, 19355
$432,749,681,046153262
VANGUARD ADVISERS, INC.
100 Vanguard Blvd
Malvern, PA, 19355
$333,066,527,2688044622107
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive
Oaks, PA, 19456
$194,796,322,01393301411

Explore More Retirement Advisors in Lancaster, Pennsylvania