Conrad Siegel Investment Advisors Recognized As The Fastest Growing RIA Firm

Posted On On: January 29, 2015 Categories Filed Under: Member News Tags Tags:

Conrad Siegel Investment Advisors, Inc., a wholly-owned subsidiary of Conrad Siegel Actuaries, is proud to announce that it has been named the fastest growing registered investment advisory (RIA) firm for 2015 by Financial Planning.

With the help of Financial Media Group/, Financial Planning, the go-to publication for independent advisors, compiled the list of fastest-growing firms among the nation’s independent RIAs. The list ranks firms with the greatest growth in assets under management (AUM) from 2012 to 2014. Conrad Siegel Investment Advisors ranked number one on the list, with 246 percent growth and over $2 billion in AUM over the past two years.

In 2014, Conrad Siegel surpassed the billion-dollar mark in assets under management. Since then, the firm continued to see a significant growth in its work with individual clients, employer-sponsored retirement plans and institutions of higher education.

“Without ties to any financial institution, we are able to provide our clients with advice that is in their best interests. Our investment philosophy and dedicated client focus has enabled the firm to reach tremendous growth this past year,” said Tara Mashack-Behney, President of Conrad Siegel Investment Advisors. “It is an honor to be recognized nationally as the fastest growing firm, proving that our clients are not only pleased with the value we provide but have recommended us to others.”

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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 have no ties to any financial institution and do not receive commissions, therefore, allowing them to make recommendations in their clients’ best interests. For more information, please visit