Conrad Siegel Named to CNBC’s 2024 Financial Advisor 100 List

National list recognizes advisory firms that best help clients navigate their financial lives

Harrisburg, PA – October 3, 2024 – 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 #60 in 2023, Conrad Siegel ranked #49 in the 2024 edition of the list with $9 billion in Assets Under Management (AUM) (as of 6/30/2024). This is the 6th year that CNBC has published its ranking of top financial advisors, and the 5th year Conrad Siegel has been ranked.

The CNBC ranking is meant to be a starting point for individual investors who are looking for a financial advisor.

Conrad Siegel was selected from a list of thousands of advisors. The analysis started with an initial list of 40,896 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 903 RIAs with those firms meeting CNBC’s proprietary criteria. The full methodology can be viewed here.

“We are honored to be recognized by CNBC again this year,” said Catherine Azeles, Partner and Wealth Consultant at Conrad Siegel. “We have such an amazing team that really cares about our clients. It’s been such a pleasure to watch the team continue to drive new and creative ways to serve the families we work with. It’s truly rewarding to pause and see our work acknowledged alongside the nation’s top firms.”

The methodology for the 2024 edition of CNBC’s annual FA 100 ranking of registered investment advisors was prepared in partnership with data provider AccuPoint Solutions. A variety of core data points from AccuPoint Solutions’ database of RIAs were analyzed, ranging from the firm’s compliance record and years in business to total accounts and assets under management.

Conrad Siegel provides wealth management services for individuals and families as well as investment consulting for organization’s retirement plans.

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, 2024. Award information and criteria can be found at: https://conradsiegel.com/csia-disclosure/