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Financial ADVSR advisor directory · SEC adviser records

Savant Wealth Management financial advisors in Lancaster, PA

Every SEC-registered investment adviser representative at a Savant Wealth Management office in Lancaster, A to Z.

The short answer

8 registered advisors work at Savant Wealth Management in Lancaster, out of 370 at the firm nationwide; it ranks number 16 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Savant Wealth Management advisors in Lancaster, A to Z

Every Savant Wealth Management advisor →

Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →

Savant Wealth Management advisors in other cities

Rockford, IL 200Middleton, WI 14Birmingham, AL 13Westwood, MA 13Lincolnshire, IL 7St Paul, MN 7Huntsville, AL 6Middletown, RI 6Atlanta, GA 5Satellite Beach, FL 5Woburn, MA 5Cedar Rapids, IA 4Chicago, IL 4Huntersville, NC 4Oklahoma City, OK 4

Other firms in Lancaster

All Lancaster advisors →

LPL Financial LLC 25Morgan Stanley 25Rkl Private Wealth 23Ameriprise Financial Services, LLC 19Janney Montgomery Scott LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Faithward Advisors, LLC 13Rodgers & Associates 12Osaic Wealth, Inc. 11Raymond James Financial Services Advisors, Inc. 11Edward Jones 9Commonwealth Financial Network 8

Questions

How many financial advisors does Savant Wealth Management have in Lancaster?

8 investment adviser representatives are registered at Savant Wealth Management offices in Lancaster, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Savant Wealth Management one of the largest advisor employers in Lancaster?

Savant Wealth Management ranks number 16 in Lancaster by registered advisors; LPL Financial LLC has the most, with 25.

How do I check a Savant Wealth Management advisor in Lancaster?

Each advisor below links to a profile with their registrations, exams, designations 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 Savant Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.