Forbes Names Conrad Siegel One of America’s Top RIA Firms

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to Forbes inaugural list of Top RIA Firms in America. 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 35,000 nominations were submitted and close to 20,000 interviews were conducted which eventually resulted in the list of 100 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, “Never before has the need for steady-handed financial advice been greater. The inaugural Forbes/Shook Top RIA list has 100 advisory firms with cumulative assets of $730 billion. All are helmed by professionals who have decades of experience, not to mention proven track records of seeing clients through market turmoil and preserving their wealth.”

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.

“It really feels like Forbes and SHOOK did their due-diligence to highlight some of the premier advisors in the country with this list,” said Tracy Burke, Partner and Investment Consultant at Conrad Siegel. “Our team is honored to be recognized in this fashion. It all comes back to our clients and caring for them – this recognition demonstrates that continual commitment to our clients. We couldn’t do it without them and we’re truly grateful for the trust they’ve placed in us.”

This was the inaugural ranking for America’s Top RIA Firms. 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 10/25/2022 by Forbes/SHOOK Research.