Dakota
Dakota
Book a Demo
Talk to an Expert

RKL Wealth Management

EST. AUM
$2,508,067,068

CONTACTS
25

CLIENT ACCOUNTS
2,675

Firm Details

Metro area Harrisburg
CRD Number 122693
Website rklwealth.com
Client types

Overview

RKL Wealth Management is the investment advisory division of the larger RKL group, with other divisions of the group including CPA, financial management and IT services. RKL Wealth Management offers a variety of services across financial planning, investment management and family office services. Formerly operated as Kuntz Lesher Capital in Lancaster, PA, and Sterling Financial Advisors in Wyomissing, PA, the two fully owned subsidiaries of RKL LLP united under the RKL Wealth Management brand in January 2016. RKL is based out of Lancaster and has 6 other locations throughout central and eastern Pennsylvania.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy