National list recognizes the best financial advisors and top firms in America.
Harrisburg, PA – October 6, 2025 – 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 #49 in 2024, Conrad Siegel ranked #32 in the 2025 edition of the list with over $10 billion in Assets Under Management (AUM) (as of 6/30/2025). This is the 7th year that CNBC has published its ranking of top financial advisors, and the 6th year Conrad Siegel has been ranked.
The CNBC ranking is designed to recognize the country’s best financial advisors and top financial advisory firms. CNBC accepts no payment for placement.
Conrad Siegel was selected from a list of thousands of advisors. The analysis started with an initial list of 40,563 RIA firms. The list was eventually cut to 1,015 RIAs that met CNBC’s requirements.
The methodology for the 2025 edition of CNBC’s annual FA 100 ranking was prepared in partnership with data provider AccuPoint Solutions. Finalists completed surveys to verify key details. CNBC conducted an editorial review of entries, before AccuPoint applied a proprietary weighted criteria to narrow down the list and rank the firms.
The full methodology can be viewed here.
“This is quite the honor for our team,” said Tracy Burke, Partner and Wealth Consultant at Conrad Siegel. “Our team works very hard to give our clients an extraordinary experience. It’s easy to get consumed in our day-to-day work and forget how far we’ve come. To be ranked so highly alongside the best firms in the nation is a big deal for us and a powerful reminder that our clients remain at the heart of everything we do.”
Conrad Siegel provides wealth management services for individuals and families as well as investment consulting for organization’s retirement plans. For more information on the firm and its consulting services, please visit conradsiegel.com.
All investment advisory services are provided through Conrad Siegel Investment Advisors, Inc., a fee-for- service investment adviser registered with the U.S. Securities and Exchange Commission serving as a fiduciary for its clients. Investing in securities involves the potential for gains and the risk of loss. Past performance may not be indicative of future results. Any awards or rankings are not considered testimonials concerning Conrad Siegel Investment Advisors, Inc., or its investment advice, analysis or other advisory services. Award information and criteria can be found at conradsiegel.com/csia-disclosure.