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 Trusts & Estates advisors in PA, LANCASTER
24 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
RODGERS & ASSOCIATES
Lancaster, PA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
717-560-3800
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
ODYSSEY GROUP WEALTH ADVISORS
Lancaster, PA
AUM
$420.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
717-553-4722
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
SEQUINOX WEALTH MANAGEMENT, LLC
Lancaster, PA
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; FINANCIAL PLANNING
717-397-7957
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
ARX PRIVATE WEALTH
Lancaster, PA
AUM
$113.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
717-219-8226
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
LANCASTER COUNTY FINANCIAL GROUP, LLC
Lancaster, PA
AUM
$69.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-435-9165
MANGOLDS INVESTMENT ADVISORS INC.
Lancaster, PA
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
717-984-3017
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
CARRIAGE HILL INVESTMENT ASSOCIATES LLC
Lancaster, PA
AUM
$50.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
717-431-2025
EAGLE ROCK FINANCIAL ADVISERS, LTD.
Lancaster, PA
AUM
$48.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-569-4577
MILLERS FINANCIAL GROUP, LLC
Lancaster, PA
AUM
$17.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(717) 509-7154
LIFE STEWARDSHIP ADVISORS
Lancaster, PA
AUM
$16.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(717) 560-2813
PERSONAL WEALTH ADVISORY, LLC
Lancaster, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
717-735-1170
ADARE ASSET MANAGEMENT, LLC
Lancaster, PA
AUM
$159.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
717-435-9386
Full profileNo website
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
Full profileNo website