Conrad Siegel Named to 2022 CNBC FA 100
National list recognizes advisory firms that best help clients navigate their financial lives.
Harrisburg, PA – October 5, 2022 – 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.
The CNBC FA 100 recognizes firms that continue to uncover new and better ways to help clients meet their financial goals, lead financially healthy lives, and navigate complex financial challenges.
Conrad Siegel was selected from a list of thousands of advisors. The process starts with data culled from SEC filings for a list of 39,818 registered investment advisory firms, which gets winnowed down to the final 100. The full methodology can be viewed here.
This is the third time the firm has been named to the list, ranking at #70.
“We’re honored to be included on this list among so many great firms,” says Tara Mashack-Behney, Partner and President of Investment Advisory Services for Conrad Siegel. “I’m very proud of our team and the way we continue to grow and innovate for our clients. We have a creative team that really cares about the people we work with. When a great group of people come together like that, you can achieve big things.”
The FA 100 was selected using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. Evaluation criteria includes: advisory firm’s regulatory/compliance record, number of years in the business, ratio of Investment Advisors to total number of employees, total assets under management, and total accounts under management, among others.
Conrad Siegel was also recently recognized on the Financial Advisor Magazine’s 2022 RIA Ranking.
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 https://conradsiegel.com/investment/.
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.