Conrad Siegel Investment Advisors Ranked a Top RIA by Financial Advisor Magazine
On: July 9, 2015 Filed Under: Member News
Conrad Siegel Investment Advisors, Inc., a wholly-owned subsidiary of Conrad Siegel Actuaries, announced today that it has ranked third on Financial Advisor Magazine’s list of the Top 50 Fastest Growing Registered Investment Advisor (RIA) Firms.
The annual list ranks wealth managers by the percentage of growth in assets under management (AUM). Conrad Siegel Investment Advisors achieved significant growth in the past year through its work with employer-sponsored retirement plans, institutions of higher education and high-net worth individual clients. The firm reached nearly 246 percent growth in AUM from 2013 to 2014.
Conrad Siegel Investment Advisors was also recognized in Financial Advisor Magazine’s 2015 RIA Survey & Ranking, which lists the largest RIA firms based on 2014 year-end AUM. The firm appeared in the survey’s $1 Billion and Over Asset category and was ranked as the 74th largest firm out of 562 RIA firms across the nation that participated in the survey.
“We are very proud to be recognized for our growth as a top RIA firm. It is an endorsement of our proven investment philosophy and dedicated client focus,” said Tara Mashack-Behney, President of Conrad Siegel Investment Advisors. “Over the past few years we have put strategic infrastructure in place which better enables the firm to continue to grow.”
About Conrad Siegel Investment Advisors, Inc.
Conrad Siegel Investment Advisors, Inc. is a wholly owned subsidiary of Conrad Siegel Actuaries, one of the largest and most respected employee benefit firms in the mid-Atlantic region. Conrad Siegel Investment Advisors, Inc. provides independent investment advisory services to retirement plans and high net worth individuals. They are independent, therefore, allowing them to make recommendations in their clients’ best interests. For more information, please visit www.conradsiegelinvestmentadvisors.com.