Conrad Siegel Investment Advisors Recognized on Financial Advisor Magazine’s List of Top RIAs
On: July 27, 2017 Filed Under: Member News
Following Expansion, Central Pa. Investment Advisory Firm Ranks 66th on National List of Registered Investment Advisor Firms
Harrisburg, PA, July 25, 2017 – Conrad Siegel Investment Advisors, Inc., a wholly-owned subsidiary of Conrad Siegel Actuaries, has been named to Financial Advisor Magazine’s list of the Top Registered Investment Advisor (RIA) Firms.
The annual list ranks RIA firms by total assets under management (AUM) based on the previous year-end. With over $3.6 billion AUM, Conrad Siegel Investment Advisors was ranked the 66th top firm out of 638 RIAs across the nation that participated in the survey. With a growth of 21.64 percent in AUM from 2015 year-end, Conrad Siegel Investment Advisors moved up almost ten spots from last year’s list.
“Our firm’s size and continued growth reflect our team’s commitment to building trusted client relationships and educating clients, their employees and individuals to take ownership of their financial goals.” said Tara Mashack-Behney, President of Conrad Siegel Investment Advisors.
Conrad Siegel Investment Advisors specializes in a full array of independent investment advisory services for employer sponsored retirement plans and wealth management services for individuals. Founded in 2002, the subsidiary has seen incredible growth in its 15-year history and recently launched a satellite office in Lancaster, Pa.
The firm has been recognized for its independent services and client-focused approach at the local, national and international level. Most recently, Conrad Siegel was named to the Central Penn Business Journal’s list of top RIA firms and Pensions and Investments international list of largest investment consultants.
The RIA ranking was based on survey data submitted from individual companies. The list was published in the July edition of Financial Advisor Magazine.
For more information on Conrad Siegel Investment Advisors, please visit www.conradsiegelinvestmentadvisors.com.
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 and the recipient of the 2015 Best-in-Retirement-Business IMPACT Award™ by Charles Schwab & Co., Inc. 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 avoid many conflicts of interest and make recommendations in their clients’ best interests. For more information, please visit www.conradsiegelinvestmentadvisors.com.
Conrad Siegel Actuaries and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Conrad Siegel Actuaries. The Best-in-Retirement Business IMPACT Award™, part of Schwab’s IMPACT Awards® program, and the Pensions and Investments, Central Penn Business Journal’s and Financial Advisor Magazine designations are not endorsements, testimonial endorsements, recommendations or referrals to Conrad Siegel Actuaries with respect to its investment advisory and other services. The Pension and Investments’, Central Penn Business Journal’s and Financial Advisor Magazine’s lists of largest investment consultants and registered investment advisers, respectively, are based upon self-reported discretionary and non-discretionary assets under advisement, which includes but is not limited to regulatory assets under management.
Abel Communications for Conrad Siegel Actuaries
Phone: 443-869-2197 ext. 144