Fee-only adviser · Lancaster, PA
Adare Asset Management, LLC
Adare Asset Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Lancaster, Pennsylvania. On its latest Form ADV, filed February 26, 2026, it reports $159M in regulatory assets under management, 74 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 152471 · SEC file 801-124714 |
| Office | 1853 William Penn Way Suite 14 Lancaster, PA 17601 |
| Phone | (717) 435-9386 |
| Website | Not listed |
| Regulatory assets under management | $159M ($151M discretionary) |
| Individual clients | 11 non-high-net-worth, 63 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lancaster
- Vantus Wealth $440M
- RKL Private Wealth $2.5B
- Mangolds Investment Advisors Inc. $65M
- Psi Capital Management $385M
- Atwater Malick $687M
- Odyssey Group Wealth Advisors $421M
See all 17 fee-only advisers in Lancaster →
Nearby
- Smoketown 1 firm
- Leola 2 firms
- Lititz 1 firm
- Strasburg 1 firm
- Mount Joy 1 firm
- Lebanon 1 firm
- Elizabethtown 1 firm
- York 2 firms
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