CNBC’s Financial Advisor 100 list ranks the country’s best financial advisors and top financial advisory firms.
Conrad Siegel, delivering comprehensive investment advisory and wealth management consulting services, has been named to CNBC’s Financial Advisor 100 list, which ranks top-rated financial advisory firms across the country.
Conrad Siegel ranked #45 in the 2026 edition of the list. This is the 8th year that CNBC has published its ranking of top financial advisors, and the 7th year Conrad Siegel has been ranked.
Conrad Siegel was selected from a list of thousands of advisors. The analysis started with an initial list of over 41,000 RIA firms. The list was eventually cut to 1,015 RIAs that met CNBC’s requirements. CNBC receives no compensation for placing firms on the list.
“This recognition is especially meaningful because it reflects the care and thoughtfulness our team brings to every client relationship,” said Michael Hoyle, Partner and Wealth Consultant at Conrad Siegel. “Our focus goes beyond investment management, meaning we are intentional about making people feel heard, supported, and cared for. I’m incredibly appreciative of our team for the way they show up each day to do their best for the clients we serve, and grateful to our clients for the trust they place in us.”
CNBC’s Financial Advisor 100 methodology considers assets under management, years in business, regulatory and compliance records, firm size, and the number of investment advisors, among other factors.
The full methodology can be viewed here.
Conrad Siegel provides wealth management services for individuals and families as well as investment consulting for foundations, endowments, and retirement plans. The firm maintains offices in Harrisburg, PA, Lancaster, PA, and Naples, FL.
For more information on Conrad Siegel and its consulting services, please visit conradsiegel.com.
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning CSIA or its investment advice, analysis or other advisory services. Being featured on or appearing on the various news outlets referenced is not to be interpreted as an endorsement or approval of the Firm or its services by any of the referenced news outlets. All data regarding CSIA reflects our most recent annual ADV filing as of June 30, 2026.