Conrad Siegel Named by Forbes as One of “America’s Top RIA Firms” in 2023 

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the second annual “Top RIA Firms in America” list by Forbes. 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 list received a tremendous amount of interest from the advisor community. Over 40,000 nominations were submitted and over 20,000 interviews were conducted which eventually resulted in the list of 250 advisors. 

The methodology for the inaugural 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.” 

As Forbes states, “All of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term. The second annual Forbes/Shook Top RIA list has 250 advisory firms with cumulative assets of more than $1.1 trillion.” 

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. 

“There are a lot of lists and rankings across the investment industry,” said Catherine Azeles, Partner and Investment Consultant at Conrad Siegel. “This recognition is one we are quite proud of because there is a tremendous amount of research that’s completed to highlight the best advisors in America who are truly serving clients the right way. For Conrad Siegel to be recognized as one of these top firms by a prestigious outlet like Forbes is really special.” 

The full list of honorees can be found here: 

The methodology for selecting the firms can be found here

Recognition from rating services are no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation.  Generally, ratings, rankings and recognition are base on information prepared and submitted by the advisor.  Unless otherwise noted no fee was paid for consideration of any ranking or award. This award was received on 10/10/2023 by Forbes/SHOOK Research.