LPL Financial
38yrs
Top advisor by experience in Lancaster
Financial advisors in Lancaster, CA
Looking for a financial advisor in Lancaster, CA? We list 26 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
26Advisors with offices here
21Median years of experience
0%At fee-only firms
15Firms represented
Largest firms here: LPL Financial LLC (6), Independent Financial Group, LLC (3), Thrivent Investment Management Inc. (3).
World Investment Advisors
35yrs
Top 8% by experience in Lancaster
Kestra Private Wealth Services
31yrs
Top 12% by experience in Lancaster
LPL Financial
31yrs
Top 15% by experience in Lancaster
Osaic Wealth
30yrs
Top 16% by experience nationwide
Independent Financial Group
30yrs
Top 16% by experience nationwide
Cetera Investment Advisers
29yrs
Top 19% by experience nationwide
Cash Flow Technologies
27yrs
Top 23% by experience nationwide
Independent Financial Group
26yrs
Top 25% by experience nationwide
Thrivent Investment Management
23yrs
Top 17% by experience at Thrivent Investment Management
Independent Financial Group
23yrs
More experience than 67% of advisors nationwide
Merrill Lynch, Pierce, Fenner & Smith
22yrs
More experience than 69% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Edward Jones
21yrs
Top 19% by experience at Edward Jones
LPL Financial
12yrs
12 years in the industry
LPL Financial
11yrs
11 years in the industry
LPL Financial
11yrs
11 years in the industry
LPL Financial
9yrs
9 years in the industry
Strategic Advisers
9yrs
More experience than 56% of advisors at Strategic Advisers
Thrivent Investment Management
8yrs
8 years in the industry
Cetera Investment Advisers
8yrs
8 years in the industry
Encompass More Asset Management
6yrs
6 years in the industry
Osaic Wealth
6yrs
6 years in the industry
J.p. Morgan Securities
3yrs
3 years in the industry
Capital Narrative Wealth Management
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.