Vault-13

Managers in Lancaster, PA

United States · 13 asset managers within 25 km (8 in Lancaster itself) · 46 wealth managers, banks and others

LancasterBronxvilleNewarkUnionStaten IslandNew YorkBrooklynParamusBedfordRye
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: York, PA 5 · East Petersburg, PA 2 · Leola, PA 2 · Reading, PA 2 · Mount Joy, PA 1 · New Cumberland, PA 1

Asset managers in and around Lancaster

#Manager People here Assets Visa salary
1 EMERALD ADVISERS, LLC mutual funds, institutions · Leola EMERALD ADVISERS, LLC, EMERALD MUTUAL FUND ADVISERS TRUST, AJO VISTA, AN EMERALD COMPANY · 4 related pages $3.3bn about 15main office $3.3bn
2 PTMA INVESTMENT ADVISORS Lancaster $104.2bn 9 $104.2bn
3 Prudent Man Advisors, LLC Lancaster $30.6bn 9 $30.6bn
4 Conrad Siegel Investment Advisors, Inc. institutions · Lancaster $12.1bn 4 $12.1bn
5 EMERALD SEPARATE ACCOUNT MANAGEMENT LLC private equity · Leola $21.3m about 4main office $21.3m
6 NATIONWIDE FUND ADVISORS mutual funds · Mount Joy NATIONWIDE SECURITIES, LLC · 2 related pages $83.1bn 1 $83.1bn
7 SevenOneSeven Capital Management Lancaster $1.2bn about 1main office $1.2bn
8 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · East Petersburg COMPREHENSIVE FINANCIAL PLANNING, INC. · 70 related pages $368.7bn office $368.7bn
9 Janney Montgomery Scott LLC wealth · Lancaster JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
10 RKL Wealth Management LLC Lancaster $1.3bn based here $1.3bn
11 Atwater Malick LLC Lancaster $459.0m based here $459.0m
12 MASTER'S WEALTH MANAGEMENT INC. Lancaster $332.3m based here $332.3m
13 Comprehensive Financial Planning, Inc./PA East Petersburg $187.6m based here $187.6m

13 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.