Firm News

Conrad Siegel Named to CNBC’s 2024 Financial Advisor 100 List

National list recognizes advisory firms that best help clients navigate their financial lives Harrisburg, PA – October 3, 2024 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks top-rated financial advisory firms across the country. After coming in at #60 in 2023, Conrad…
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Conrad Siegel Named to List of Top RIA Firms in 2024

Firm Ranks in Top 100 on National List for Assets Under Management Conrad Siegel has been named to Financial Advisor Magazine’s 2024 list of America’s Top RIAs. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of more than 400 firms that participated in the survey, Conrad…
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Fred Gard Named Partner at Conrad Siegel

Gard, a Consulting Actuary, works within the firm’s Health & Welfare division that provides consulting services for employers’ health benefit plans.
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Conrad Siegel Named to List of Nation’s Top DC Advisor Teams in 2024

Conrad Siegel has been named to the 2024 National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. The firm’s DC Investment operations are based out of Harrisburg, PA and manages over $7 billion in assets (as of 12/31/2023) for…
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Conrad Siegel’s Tara Mashack-Behney Named 2024 Top Retirement Plan Advisers

Tara Mashack-Behney, CFP®, ChFC®, President of Investment Advisory Services at Conrad Siegel has been named to the 2024 PLANADVISER Top Retirement Plan Advisers list. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or…
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Conrad Siegel Named by Forbes as One of “America’s Top RIA Firms” in 2023

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the second annual “Top RIA Firms in America” list by Forbes. The list was developed by Forbes and SHOOK Research using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person interviews, and quantitative data. …
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Conrad Siegel Makes List of Top RIA Firms in 2023

Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of more than 500 firms that participated…
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CNBC Ranks Conrad Siegel Top-Rated Financial Advisor In 2023

National list recognizes advisory firms that best help clients navigate their financial lives. Harrisburg, PA – September 13, 2023 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms across the country. After coming in at #70 in…
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Catherine Azeles Named Partner at Conrad Siegel

Harrisburg, PA – July 10, 2023 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Catherine Azeles, CFP®, RICP®, CDFA® has been appointed a partner at the firm. Azeles, an investment consultant, works within the firm’s Wealth Management division – the organization’s fastest growing line of business. She has worked…
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