Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lancaster, PA
Every SEC-registered investment adviser representative at a firm office in Lancaster, with the firms that employ the most of them.
375 registered advisors work in Lancaster; the most are at LPL Financial LLC (25). 75 list the CFP designation and 250 are also registered broker representatives.
Firms with the most advisors in Lancaster
Advisors in Lancaster, A to Z (first 300 of 375)
CFP advisors in Lancaster →- Brandon K. AdamsRkl Private Wealth · Chartered Financial Analyst
- William Adote IIIRBC Capital Markets, LLC
- Alicia Alexander FisherState Farm Investment Management Corp.
- Frank P. Andrescavage Sr.Impact Partnership Wealth, LLC
- Jacob A. ArcilesiMorgan Stanley
- Brittany C. ArentzMorgan Stanley
- Gregory AshekianEquitable Advisors, LLC
- Mateusz J. AtlasikChestnut Street Investment Counsel, LLC
- Benjamin H. AtwaterAtwater Malick
- Minh V. AuStrategic Advisers LLC
- Lois I. BachmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel R. BaileyFaithward Advisors, LLC
- Matthew P. BalasavageMorgan Stanley
- Robert J. BalasavageMorgan Stanley
- Michael C. Banwell Jr.Cetera Investment Advisers LLC
- Andrew S. BarningerGeneos Wealth Management, Inc. · Certified Financial Planner
- Jay T. BauerPark Avenue Securities LLC
- Scott E. BauermasterRaymond James Financial Services Advisors, Inc.
- Meghan A. BaumAtwater Malick
- Anthony S. Beccone Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Peyton M. BechtoldAmeriprise Financial Services, LLC
- Jerrold E. BeckGwn Securities Inc.
- Stosh E. BeelerLPL Financial LLC
- Kyle B. BeisselFaithward Advisors, LLC · Certified Financial Planner
- Catherine E. BeitzelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven F. BellGeneos Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Samuel A. Ben AliRkl Private Wealth · Certified Financial Planner
- Merri L. BenjaminFaithward Advisors, LLC
- Harold J. BeshawRkl Private Wealth · Certified Financial Planner, Chartered Financial Consultant
- Adam G. BlevinsEquitable Advisors, LLC
- Todd F. BogdaStonebridge Financial Group, LLC
- Garrett R. BogdenState Farm Investment Management Corp. · Chartered Financial Consultant
- Roy W. BookOsaic Wealth, Inc. · Certified Financial Planner
- Rebecca A. BostonEdward Jones · Certified Financial Planner
- Bernard I. BostwickFaithward Advisors, LLC
- Christian P. BoutsikarisEquitable Advisors, LLC
- Kevin L. BradleyJanney Montgomery Scott LLC
- Kyle J. BradyRkl Private Wealth
- Ilona Brandt-TomPark Avenue Securities LLC
- Richard M. BravermanGeneos Wealth Management, Inc. · Certified Financial Planner
- Bryce H. BrennanPsi Capital Management · Certified Financial Planner
- Carol E. BrianHornor, Townsend & Kent, LLC · Chartered Financial Consultant
- Nicholas R. BrightbillHershey Financial Advisers, LLC
- Paul K. BroomellVantus Wealth
- Lauren M. BruckhartMorgan Stanley
- Reed J. BrunerRkl Private Wealth
- Dane M. BurkholderAmeriprise Financial Services, LLC
- Ross C. BurnamOmicron Advisors, LLC · Certified Financial Planner
- Brayden J. CampbellApollon Wealth Management, LLC · Certified Financial Planner
- Patrick CarneyRodgers & Associates
- Allen W. Carr Jr.Vantus Wealth
- Felipe CastanedaPrivate Advisor Group, LLC · Certified Financial Planner
- Baizhou ChenOne Stop Advisor LLC
- Dong ChoeRkl Private Wealth
- Jared W. Clarkin WilcoxRodgers & Associates · Certified Financial Planner
- James O. Collier Jr.Osaic Wealth, Inc.
- Peter L. Costanzo Jr.Janney Montgomery Scott LLC · Certified Financial Planner
- Daniel J. CrockerLPL Financial LLC · Certified Financial Planner
- Janel M. CrossCommonwealth Financial Network
- Timothy J. DeckerGreenspring Advisors, LLC
- Louis M. DeeringCommonwealth Financial Network · Chartered Financial Consultant
- Timothy N. DeeryAdare Asset Management, LLC
- Emily DetzRkl Private Wealth · Chartered Financial Analyst
- J P. DeverAlden Capital · Chartered Financial Analyst
- Amanda D. DiazLPL Financial LLC · Certified Financial Planner
- Michael J. DieterLPL Financial LLC
- Jason M. DietrichRkl Private Wealth · Chartered Financial Analyst
- Laura F. DillLPL Financial LLC · Certified Financial Planner
- Meghana R. DixitMorgan Stanley
- Mark A. DixonConrad Siegel Investment Advisors · Certified Financial Planner
- Frank H. DoggerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua D. DonaldsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nicholas J. DowneyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ashley R. DuffRodgers & Associates · Certified Financial Planner
- Brandi L. EagerRBC Capital Markets, LLC
- Christopher T. EckerLPL Financial LLC
- Erika L. EckmanRodgers & Associates
- Isaac L. EisenhauerCedarline Capital
- Paul B. ElfnerSavant Wealth Management · Certified Financial Planner
- Jeffrey P. EmrichVantus Wealth
- Sharon A. EnglandMangolds Investment Advisors Inc.
- Kevin M. ErbMML Investors Services, LLC
- Kenneth L. EshlemanSavant Wealth Management · Certified Financial Planner
- Anthony F. EssisAmeriprise Financial Services, LLC
- Timothy S. EverettEdward Jones
- Samuel G. FeiserHarvest Financial Planning Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
- James S. FisherCitizens Securities, Inc.
- Maggie G. FisherArx Private Wealth · Certified Financial Planner
- Michelle L. FletcherCedar Spring Advisors, LLC · Certified Financial Planner
- Collin A. FolkAmeriprise Financial Services, LLC
- Kiah R. FowlerPsi Capital Management
- Robert L. Fryer Jr.RBC Capital Markets, LLC
- Kathryn GahresMorgan Stanley
- Joseph W. GarnerEmerald Advisers, LLC
- Michael J. GaudinoHornor, Townsend & Kent, LLC
- Timothy D. GayLPL Financial LLC
- Trysten GeorgeCommonwealth Financial Network
- James S. GibsonRBC Capital Markets, LLC
- Michael F. GillettEdward Jones · Certified Financial Planner
- Gabrielle H. GioiaRodgers & Associates · Certified Financial Planner
- Isabel C. GleasonStonebridge Financial Group, LLC
- Jorge O. Gonzalez Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Jean E. GoodJanney Montgomery Scott LLC
- Matthew GordnerRkl Private Wealth
- Shannon P. GorhamRaymond James Financial Services Advisors, Inc.
- Matthew L. GossPfs Investments Inc.
- Logan E. GotshallLancaster County Financial Group, LLC
- Fiona C. Grant BoltzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jordan R. GraterRBC Capital Markets, LLC
- Eric GraupenspergerMML Investors Services, LLC
- Patricia C. GreisingAmeriprise Financial Services, LLC
- Eric S. GroffCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua A. GroffOdyssey Group Wealth Advisors
- Drew M. GroftMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua T. GuevinArx Private Wealth
- Jeffrey R. GuindonCarriage Hill Investment Associates LLC
- Jonathan R. GumpperEquitable Advisors, LLC
- Brent R. GuthrieLPL Financial LLC
- Robert F. Habig IIEllis Investment Partners, LLC
- Lori A. HagyMorgan Stanley
- Henry HahnFaithward Advisors, LLC
- Daniel J. HairEdward Jones
- Rebecca D. HansenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas J. HarkinsOsaic Wealth, Inc.
- Russell N. Harlan Jr.Harlan Financial LLC
- Amanda HarrisPNC Wealth Management LLC
- Scott A. HarrisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tyler L. HarrisArx Private Wealth · Certified Financial Planner
- Cheryl L. HartmanMorgan Stanley
- Christopher W. HasircogluLancaster County Financial Group, LLC
- Tara B. HauberMML Investors Services, LLC
- Vyotta R. HawkAmeriprise Financial Services, LLC
- Richard P. HeiligChestnut Street Investment Counsel, LLC
- Melissa R. HeinleyMorgan Stanley
- Dana E. HerrMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Douglas D. HerrMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin D. HersheyNorthwestern Mutual Investment Services, LLC
- Christopher M. HersheyRodgers & Associates · Certified Financial Planner
- Erin M. HersheyNorthwestern Mutual Investment Services, LLC
- Joseph D. HessHazlett, Burt & Watson, Inc. · Chartered Financial Analyst
- Melissa W. HessRaymond James & Associates, Inc.
- Jennifer L. HillSavant Wealth Management · Certified Financial Planner, Personal Financial Specialist
- Jonathan D. HillTlg Advisors, Inc.
- Tristan A. HillLPL Financial LLC
- Michael R. HinerdeerRkl Private Wealth
- Patrice S. HoenningerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael J. HoffmannAmeriprise Financial Services, LLC
- Hugh H. Hoke IIIJanney Montgomery Scott LLC
- Kevin J. HoogenboomWells Fargo Clearing Services, LLC
- Evan R. HornCommonwealth Financial Network
- Craig J. HornbergerMorgan Stanley
- Matthew D. HornbergerRkl Private Wealth
- Austin R. HorvathLPL Financial LLC
- Zuri IdoetaEagleview Asset Management, LLC
- Marissa G. IllingworthSummit Financial, LLC
- Laura C. JacobsJanney Montgomery Scott LLC
- Kevin M. JohnsCharles Schwab & Co., Inc.
- Alexander C. JonesAmeriprise Financial Services, LLC
- Lon K. JuryAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Shelby JuryRkl Private Wealth
- Kyle R. KaschakNorthwestern Mutual Investment Services, LLC
- Lucas W. KauffmanAmeriprise Financial Services, LLC
- Steven A. Kavanaugh IIOdyssey Group Wealth Advisors · Certified Financial Planner
- Andrew KeiserEdward Jones
- Sean T. KelleherState Farm Investment Management Corp.
- Jonathan KiehlEvenkiehl, LLC · Certified Financial Planner
- Robert KilgoreAmeriprise Financial Services, LLC
- Evan J. KingMorgan Stanley
- Jeffrey A. KirkOsaic Wealth, Inc.
- Cameron J. KistlerMorgan Stanley
- Thomas J. KnauerThrivent Investment Management Inc.
- Anthony R. KnightGreenspring Advisors, LLC · Certified Financial Planner
- Gregory E. KniselyOsaic Wealth, Inc. · Certified Financial Planner
- Beth R. KohlLPL Enterprise, LLC
- Joshua J. KrollTarigas Investment Advisory
- Donald W. LamisonSequinox Wealth Management, LLC
- Deborah J. LanderRkl Private Wealth · Certified Financial Planner
- Thomas F. Landers Jr.Ameriprise Financial Services, LLC
- Eric L. LandisLPL Financial LLC
- John P. LandisFaithward Advisors, LLC
- Matthew J. LeboSequinox Wealth Management, LLC · Certified Financial Planner
- Wyatt B. LedmanLife Stewardship Advisors
- Karl A. LehmanPsi Capital Management
- Michael A. LenickRodgers & Associates · Chartered Financial Consultant
- Joyce A. LibbyHazlett, Burt & Watson, Inc. · Certified Financial Planner
- Jonathan M. LipshutzSavant Wealth Management · Certified Financial Planner
- Jennifer S. LissMorgan Stanley
- Mitchell D. LongRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Scott R. LongOsaic Wealth, Inc.
- Nicolas A. Lopez ErazoCommonwealth Financial Network
- Alexis M. LucasLPL Financial LLC
- Kurt P. LuckenbillMorgan Stanley
- Emanuel V. LudwigRBC Capital Markets, LLC
- Joseph E. LundyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan J. LundyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brittany C. LuttrellRodgers & Associates · Chartered Financial Consultant
- Nikolas C. MadonisArx Private Wealth
- Lester B. Mahaffey Jr.Mahaffey Financial LLC
- Steven P. MaherCool Creek Financial
- Alexandria L. MaldonadoJ. W. Cole Advisors, Inc.
- Matthew C. MalickAtwater Malick · Certified Financial Planner, Chartered Financial Analyst
- Jessica C. MaloneTlg Advisors, Inc.
- Gregory E. MarcoJanney Montgomery Scott LLC
- Joseph P. MarmoratoSavant Wealth Management · Certified Financial Planner
- Ryan MarshallJanney Montgomery Scott LLC
- Steven F. MarshallJanney Montgomery Scott LLC
- Marie A. MartinRaymond James Financial Services Advisors, Inc.
- Valerie McCordRaymond James Financial Services Advisors, Inc.
- Abbey McCormickRkl Private Wealth
- John R. McCoy IILPL Financial LLC
- Michael E. McDermottMML Investors Services, LLC
- Daniel H. McKeever Jr.MML Investors Services, LLC
- Justin P. McMasterCedar Spring Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jordan MellingerJanney Montgomery Scott LLC
- Michael MelocheckPark Avenue Securities LLC
- Kenneth G. MertzEmerald Advisers, LLC
- Kevin F. MeserveAmeriprise Financial Services, LLC
- William C. MeyerWells Fargo Clearing Services, LLC
- Christopher J. MillerGeneos Wealth Management, Inc.
- Duane L. MillerEdward Jones
- Jeanne M. MillerHazlett, Burt & Watson, Inc.
- Michael R. MillerMillers Financial Group, LLC
- Erik C. MitchellPrincipal Securities, Inc.
- Steven M. MitchellPsi Capital Management
- Edward W. MonborneRkl Private Wealth
- Scott R. MongerFaithward Advisors, LLC
- Erik MontalvoCharles Schwab & Co., Inc.
- Ian J. MontgomeryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew MorganJanney Montgomery Scott LLC
- Paul D. MulhollandSilver Oak Securities, Incorporated · Certified Financial Planner
- Amy S. MurrayJanney Montgomery Scott LLC
- Daniel R. MyersLPL Financial LLC
- Eric R. NappEmpower Advisory Group, LLC
- Andrew J. NellGreenspring Advisors, LLC · Certified Financial Planner
- Michael D. NovakLife Stewardship Advisors · Certified Financial Planner
- Alicia O'DonelEdward Jones · Certified Financial Planner
- Stephanie L. OdellJanney Montgomery Scott LLC
- Dirk A. OldsFaithward Advisors, LLC
- Jason S. OlsenLPL Financial LLC
- Lathanael K. OlsenThrivent Investment Management Inc.
- William M. Onorato Jr.Rkl Private Wealth
- David A. OverSilver Oak Securities, Incorporated
- David A. Over Jr.Silver Oak Securities, Incorporated
- Lee R. PagliaFaithward Advisors, LLC
- Tina PapapavlosPfs Investments Inc.
- Michael ParanichFaithward Advisors, LLC
- Christian PascuzzoOdyssey Group Wealth Advisors · Certified Financial Planner
- Jeremie L. PatrickRodgers & Associates · Certified Financial Planner
- Alex W. PattersonOsaic Wealth, Inc.
- Craig L. PattersonOsaic Wealth, Inc. · Certified Financial Planner
- Laura L. PeaceGreenspring Advisors, LLC
- Eric C. PeinhardtRaymond James Financial Services Advisors, Inc.
- Evan L. PeretsLPL Enterprise, LLC
- Brenda L. PerrottiMorgan Stanley
- Matthew D. PerrottiEdward Jones
- Kenneth A. PhillipsRaymond James & Associates, Inc.
- Michael J. Phyillaier Jr.Alight Financial Advisors, LLC
- Jaidan L. PiperFaithward Advisors, LLC · Certified Financial Planner
- Laura E. PontzJanney Montgomery Scott LLC
- Michela M. PotockiMorgan Stanley
- Daniel J. PreziosiRkl Private Wealth
- Kirstie A. PrimusCetera Investment Advisers LLC
- Robert J. RagoCedar Spring Advisors, LLC · Chartered Financial Consultant
- Thomas F. RaubaEagle Rock Financial Advisers, Ltd. · Certified Financial Planner
- Kanon N. ReamOsaic Wealth, Inc.
- Peyton G. ReiderAmeriprise Financial Services, LLC
- Gregory H. ReifJfs Wealth Advisors, LLC · Certified Financial Planner
- James W. Reinhart Jr.RBC Capital Markets, LLC
- Robert B. ReynoldsNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Michael R. RichardsonJanney Montgomery Scott LLC
- James A. RitcheyLPL Financial LLC
- Joel RobertsEdward Jones
- Mark A. RodaCommonwealth Financial Network
- Jessica L. RodgersRodgers & Associates
- Rick L. RodgersRodgers & Associates · Certified Financial Planner
- Sabrina L. RodriguezRaymond James Financial Services Advisors, Inc.
- Grace RolandGeneos Wealth Management, Inc.
- Richard M. RowleyRowley Financial
- Wendy H. RowleyRowley Financial · Certified Financial Planner
- Christopher RuffinoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Adam D. RunkJanney Montgomery Scott LLC · Chartered Financial Analyst
- John A. Saia Jr.Citizens Securities, Inc.
- Kurt M. SchafferPark Avenue Securities LLC · Personal Financial Specialist
- Andrew H. SchallLPL Enterprise, LLC
- Jason D. SchrotbergerFaithward Capital · Chartered Financial Analyst
- Haley M. SchwartzArx Private Wealth · Certified Financial Planner
- Adam J. SclafaniRodgers & Associates · Certified Financial Planner
- Peter D. ScudnerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stacey L. SearsEmerald Advisers, LLC
- Andrew J. SedoraVantus Wealth
- Gabriel SedoraVantus Wealth
- Krystle E. SeitzMorgan Stanley
- Steven T. SellHazlett, Burt & Watson, Inc. · Chartered Financial Consultant
- Thomas J. SemanekPNC Wealth Management LLC
- Douglas P. ShankMorgan Stanley
- Jonathan C. ShankRaymond James Financial Services Advisors, Inc.
- Angela K. SheaFaithward Advisors, LLC
- Timothy A. SheehanLPL Financial LLC
- Jane A. ShipeMorgan Stanley
- Troy D. ShreckengastMerrill Lynch, Pierce, Fenner & Smith Incorporated
Other cities in Pennsylvania
All of Pennsylvania →Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173King Of Prussia 172
Questions
How many financial advisors are in Lancaster, PA?
375 investment adviser representatives are registered at firm offices in Lancaster, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 250 of them are also registered as broker representatives, and 75 list the CFP designation.
Which firm has the most financial advisors in Lancaster?
LPL Financial LLC, with 25 registered advisors in Lancaster, followed by Morgan Stanley with 25.
How do I check a financial advisor in Lancaster?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.