CNBC Ranks Conrad Siegel Top-Rated Financial Advisor In 2023

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

Harrisburg, PA – September 13, 2023 – 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.

After coming in at #70 in 2022, Conrad Siegel ranked #60 in the 2023 edition of the list with $6.9 billion in Assets Under Management (AUM) (as of 6/30/2022). This is the 5th year that CNBC has published its ranking of top financial advisors and the 4th 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 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria. The full methodology can be viewed here.

“This is a tremendous accomplishment for our firm” said Tracy Burke, Partner and Investment Consultant at Conrad Siegel. “Our team works very hard. We’re relentlessly pursuing new and innovative ways to serve our clients. It’s always a joy to take a step back on occasions like this and see that our hard work is being recognized right alongside the top firms in the country. “

The methodology for the 2023 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. For more information on the firm and its consulting services, please visit

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