Conrad Siegel Makes List of Top RIA Firms Nationwide
Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management
Harrisburg, PA – August 2022 – 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 in the survey, Conrad Siegel ranked 66th with $7.6 billion in AUM (as of June 30, 2021). The firm has become a consistent name on the annual list, regularly ranked among the top companies.
“This year our investment team celebrated our 20th anniversary. It’s incredible to see how far our firm has come in such a short time, said Tara Mashack-Behney, Partner and President of Investment Advisory Services at Conrad Siegel. “It’s recognitions like this that give us the opportunity to look back and appreciate all that we’ve accomplished. It’s a testament to our staff and all of their hard work. And it wouldn’t be possible without our clients and the trust they’ve put in us.”
Conrad Siegel provides fiduciary oversight and a wide range of investment advisory services for employer-sponsored retirement plans. They also provide wealth management services to a growing number of individuals and families.
The RIA ranking was based on survey data submitted by individual companies and published in the July/August edition of Financial Advisor Magazine.
For more information on Conrad Siegel’s investment advisory services, visit conradsiegel.com/investment.
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 ranking does not refer, directly or indirectly, to 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, 2021.