GARDNER RUSSO & QUINN LLC
Lancaster, PA
AUM
$9.45B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
717.299.1385
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA, LANCASTER
13 advisers found
RKL PRIVATE WEALTH
Lancaster, PA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(717) 399-1700
FAITHWARD ADVISORS, LLC
Lancaster, PA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
717-560-8300
ATWATER MALICK
Lancaster, PA
AUM
$687.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(717) 400-1505
VANTUS WEALTH
Lancaster, PA
AUM
$439.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
844-682-6887
PSI CAPITAL MANAGEMENT
Lancaster, PA
AUM
$384.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
717-207-7123
HERSHEY FINANCIAL ADVISERS, LLC
Lancaster, PA
AUM
$151.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
717-295-8888
OMICRON ADVISORS, LLC
Lancaster, PA
AUM
$151.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
302-453-9662
CHESTNUT STREET INVESTMENT COUNSEL, LLC
Lancaster, PA
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-947-3850
ROWLEY FINANCIAL
Lancaster, PA
AUM
$97.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-509-6060
STRUBEL INVESTMENT MANAGEMENT, LLC
Lancaster, PA
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
717-293-1170
MILLERS FINANCIAL GROUP, LLC
Lancaster, PA
AUM
$17.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(717) 509-7154
STAHL WEALTH MANAGEMENT, LLC
Lancaster, PA
AUM
$65.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-222-7547
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