Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the fourth annual “Top RIA Firms in America” list by Forbes.
According to Forbes, “The list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.”
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.
The recognition received a tremendous amount of interest from the advisor community. Over 50,000 nominations were submitted, and over 33,000 interviews were conducted, which eventually resulted in the list of 250 advisors. Conrad Siegel was #84 on the 2025 edition of the list and one of only twelve firms in the state of Pennsylvania.
The methodology for the list states, “Unlike other advisor rankings, SHOOK is not a “robo-ranker”—numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models—firms that are leading the way in offering best practices and providing a high-quality experience for clients.”
“It is an incredible honor to be recognized among the top RIA firms in the nation,” said Catherine Azeles, Partner and Wealth Consultant at Conrad Siegel. “Our team pours so much heart into serving our clients, and to see that dedication acknowledged nationally is truly rewarding.” Conrad Siegel provides wealth management services for individuals and families as well as investment consulting for organization’s retirement plans. The firm has previously been recognized by CNBC and Financial Advisor Magazine as one of the country’s top advisors.
The full list of honorees can be found here. The methodology for selecting the firms can be found here.