Wealth manager, independent · Lancaster, PA
Faithward Advisors, LLC
SEC-registered investment adviser · CRD 116978 · SEC 801-61471
At a glance
Faithward Advisors, LLC is an SEC-registered investment adviser based in Lancaster, Pennsylvania, with $1.1B in regulatory assets under management as of its Form ADV filed March 27, 2026. It reports 3,036 individual clients, 304 of them high-net-worth, holding an average of about $0.3 million each, and 47 employees. That ranks it 1051st among the nation’s 5,657 independent wealth management RIAs and 70th of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 717-560-8300faithwardadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #1,051 of 5,657
- Rank among all SEC RIAs
- #5,224 of 17,210
- Rank in Pennsylvania
- #70 of 260
- Individual clients
- 3,036
- High-net-worth clients
- 304
- Accounts
- 6,477
- Discretionary
- 77% of AUM
- Employees
- 47
- Advisory staff
- 16
- Offices
- 7
Owners and executives on its Form ADV
- Adrian E. YoungManaging Member/chief Executive Officer/chief Compliance Officer
- Bernard I. BostwickManaging Member/president
- Robert T. NaydenCOO
- Dirk A. OldsDirector of Advisor Services
Custody and brokerage
Broker-dealer
Hybrid RIA
Faithward Advisors, LLC is a hybrid RIA: 13 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Osaic Wealth as the broker-dealer its advisers are registered with.
ersons providing investment advice on behalf of our firm are registered representatives with Osaic a securities broker/dealer registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority (“FINRA”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 304 | $632M | 60% |
| Individuals | 2,732 | $379M | 36% |
| Charitable organizations | 76 | $41M | 4% |
| Pension and profit sharing plans | 2 | $0M | <1% |
Disciplinary disclosures
Faithward Advisors, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗faithwardadvisors.com ↗
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The full record on Faithward Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,412 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Concentus Wealth AdvisorsNewtown Square | $1.1B | 341 |
| Sterling Investment Advisors LTD.Berwyn | $1.1B | 436 |
| Clearview Financial PartnersRadnor | $1.1B | 627 |
| Stanley-Laman Group LTD.Berwyn | $1.0B | 225 |
Background
Questions
How much does Faithward Advisors, LLC manage?
Faithward Advisors, LLC reports $1.1B in regulatory assets under management across 6,477 accounts, 77% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
How many clients does Faithward Advisors, LLC have?
It reports 3,036 individual clients: 304 high-net-worth individuals and 2,732 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Faithward Advisors, LLC headquartered?
Its main office is in Lancaster, Pennsylvania. It reports 7 offices in total and 47 employees, 16 of whom perform investment advisory functions.
How does Faithward Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Faithward Advisors, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 27, 2026, it reports these amounts held: Charles Schwab ($906M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Faithward Advisors, LLC a hybrid RIA with a broker-dealer?
Faithward Advisors, LLC is a hybrid RIA: 13 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Faithward Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Faithward Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 13 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Faithward Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →