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Financial Advisors in Lancaster, PA: 2026 rankings

79 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lancaster: Richardson Group Wealth Protection, RFA Score 78/100; 4.9★ from 113 Google reviews.

  2. 5

    Most-reviewed: Members 1st Federal Credit Union, 64 Google reviews at 3.9★, the most of 79 ranked after Richardson Group Wealth Protection; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

79 Lancaster financial advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 79 rated firms.

Top 10 financial advisors in Lancaster at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Lancaster at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Richardson Group Wealth Protection784.9★ (113)Lancaster—Top score
2Faithward Advisors765.0★ (52)Lancaster——
3Belco Community Credit Union734.2★ (50)LancasterSat—
4Belco Community Credit Union724.2★ (40)LancasterSat—
5Members 1st Federal Credit Union723.9★ (64)LancasterSatMost reviews
6Everence Financial/Everence Federal Credit Union724.0★ (47)LancasterSat—
7Sequinox724.5★ (22)Lancaster——
8Premier One Financial Company725.0★ (14)Lancaster——
9Rachel Flores: Primerica - Financial Services715.0★ (13)Lancaster——
10JB Top Financial Solutions704.9★ (10)Lancaster——

All 79 financial advisors in Lancaster, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Faithward Advisors

    Based in Lancaster

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    275 Hess Blvd, Lancaster, PA 17601
    View profile for Faithward Advisors(717) 560-8300

  7. #7 Sequinox

    Based in Lancaster

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.5★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 22 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    941 Wheatland Ave #101, Lancaster, PA 17603
    View profile for Sequinox(717) 397-7957

  11. #11 Sage Financial LLC

    Based in Lancaster

    70/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2137 Embassy Dr Ste 117, Lancaster, PA 17603
    View profile for Sage Financial LLC(717) 399-5455

  12. #12 Buoy Advisors

    Based in Lancaster

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat–Sun 9 AM–7 PM
    View profile for Buoy Advisors(717) 553-0607

  15. #15 Everstead Capital

    Based in York, 23 mi away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    16 Leader Heights Rd #204, York, PA 17403
    View profile for Everstead Capital(717) 378-2378

  17. #17 Brady Planning

    Based in Lancaster

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Tue 10 AM–5 PM · Wed–Thu 10 AM–7 PM · Fri–Sun 10 AM–5 PM
    Address
    342 N Queen St, Lancaster, PA 17603
    View profile for Brady Planning(717) 553-0511

  18. #18 Coram Deo Advisors

    Based in Lancaster

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1910 Harrington Dr, Lancaster, PA 17601
    View profile for Coram Deo Advisors(717) 969-3004

  19. #19 Conrad Siegel

    Based in Lancaster

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    201 Granite Run Dr, Lancaster, PA 17601
    View profile for Conrad Siegel(717) 652-5633

  20. #20 Charles Schwab

    Based in Lancaster

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.4★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 4.4★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2094 Grand St, Lancaster, PA 17601
    View profile for Charles Schwab(800) 646-4710

  21. #21 Rodgers & Associates

    Based in Lancaster

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.8★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 3.8★ from 10 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    2025 Lititz Pike, Lancaster, PA 17601
    View profile for Rodgers & Associates(717) 560-3800

  23. #23 Greenspring Advisors

    Based in Lancaster

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    300 Granite Run Dr #200, Lancaster, PA 17601
    View profile for Greenspring Advisors(717) 393-3353

  25. #25 Regal Wealth Advisors

    Based in Lancaster

    69/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    108 Foxshire Dr Suite 2, Lancaster, PA 17601
    View profile for Regal Wealth Advisors(717) 205-1850

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 79 ranked financial advisors here; the rest are on their profiles.

financial advisors in Lancaster, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Joel Velez: Primerica - Financial Services695.0★ (5)In Lancaster
27Murray683.1★ (10)In Lancaster
28Vantus Wealth685.0★ (4)In Lancaster
29Assets & Insurance Management, Inc.685.0★ (4)In Lancaster
30Matthew David Long: Primerica - Financial Services684.2★ (5)In Lancaster
31Gardner Russo & Gardner LLC685.0★ (4)In Lancaster
32Hearthstone Financial Group684.9★ (12)12 mi
33Zunic Advisory Services LLC684.8★ (30)22 mi
34Smoker Wealth Management673.4★ (5)In Lancaster
35uFinancial Group674.0★ (4)In Lancaster
36Personal Wealth Advisory LLC675.0★ (3)In Lancaster
37JFS Wealth Advisors675.0★ (3)In Lancaster
38Harold Wenger - Raymond James675.0★ (3)In Lancaster
39Greeno Tax & Financial Strategies675.0★ (22)23 mi
40Russel Dicks - Thrivent673.7★ (3)In Lancaster
41Cornerstone Wealth Protection674.6★ (8)10 mi
42Janney Montgomery Scott673.7★ (3)In Lancaster
43Langan Financial Group Retirement & Wealth Management675.0★ (20)23 mi
44RBC Wealth Management Branch - Lancaster673.3★ (3)In Lancaster
45Aevidum Financial Services674.3★ (12)13 mi
46Diana M. Reed & Associates, PC664.5★ (31)24 mi
47BRUNER Wealth Management, LLC665.0★ (4)7 mi
48RickerSweigart & Associates665.0★ (16)23 mi
49Members 1st Federal Credit Union663.7★ (30)17 mi
50Ilgenfritz Financial Group - York Office665.0★ (17)25 mi

Also serving Lancaster

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Lancaster
BusinessGoogle ratingDistance
American Wealth Strategy Group1.0★ (2)In Lancaster
Arc Wealth Strategies5.0★ (2)In Lancaster
Chestnut Street Investment Counsel5.0★ (1)In Lancaster
Edward Jones - Financial Advisor: Alicia O'Donel, CFP®|AAMS®5.0★ (2)In Lancaster
Fulton Financial Advisors3.0★ (2)In Lancaster
Fulton Financial Advisors5.0★ (1)In Lancaster
Herr Financial Management5.0★ (2)In Lancaster
John Frick - Raymond James5.0★ (1)In Lancaster
Lancaster County Financial Group, LLC5.0★ (1)In Lancaster
Merrill Lynch Financial Advisor William Greiner5.0★ (1)In Lancaster
Morgan Stanley Financial Advisors3.0★ (2)In Lancaster
Northwestern Mutual3.0★ (2)In Lancaster
Patterson Financial Services4.5★ (2)In Lancaster
PNC Private Bank5.0★ (2)In Lancaster
PSI Capital Management5.0★ (1)In Lancaster
RKL Private Wealth1.0★ (2)In Lancaster
Rowley Financial5.0★ (2)In Lancaster
Savant Wealth Management5.0★ (2)In Lancaster
Security National Trust Co5.0★ (1)In Lancaster
Wells Fargo Advisors3.0★ (2)In Lancaster

How we ranked Lancaster financial advisors

We scored 79 Lancaster financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Lancaster data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Lancaster: frequently asked questions

Which financial advisor has the highest RFA Score in Lancaster?

By RFA Score, the highest-ranked financial advisor in Lancaster, PA is Richardson Group Wealth Protection with an RFA Score of 78/100. It has 4.9★ from 113 Google reviews. Faithward Advisors (#2) and Belco Community Credit Union (#3) follow. We ranked 79 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Lancaster?

RankedFinancialAdvisors ranks 79 financial advisors serving Lancaster, PA. 37 of them are based in Lancaster; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Lancaster work on weekends?

12 of 79 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Belco Community Credit Union (#3), Belco Community Credit Union (#4) and Members 1st Federal Credit Union (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lancaster financial advisors have?

The median Google rating among 79 rated financial advisors in Lancaster is 5.0★, with a median of 7 reviews. Richardson Group Wealth Protection has the most, 113 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Lancaster count in this ranking?

Yes, if they are within 25 mi of the Lancaster city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Lancaster ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Lancaster a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Lancaster

  1. November 2026: RFA Scores recalculated for 79 financial advisors serving Lancaster.

More financial advisors and Lancaster pages