RIA Intel›Advisers›Pennsylvania›LANCASTER COUNTY FINANCIAL GROUP, LLC

LANCASTER COUNTY FINANCIAL GROUP, LLC

Advisory

LANCASTER, PA

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in PA

#958

of 1,528 advisers by AUM

Average account

$158K

across 437 accounts

AUM per adviser

$69M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$69M

Discretionary %

100%

Clients

198

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$69M

Discretionary AUM$69M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients198

Team

Total Employees3

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

198 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

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$69M

GURNIAK FINANCIAL ADVISORS, INC.

ALLENTOWN, PA

$69M

GOODSTEIN & ASSOCIATES, LLC

FORT WASHINGTON, PA

$68M

0.0% 1Y

RENAISSANCE ADVISORY GROUP

BRYN MAWR, PA

$70M

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