Forbes Names Conrad Siegel One of America’s Top RIA Firms in 2024
Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the third annual “Top RIA Firms in America” list by Forbes.
According to Forbes, “The list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.”
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 recognition received a tremendous amount of interest from the advisor community. Over 46,000 nominations were submitted and over 27,000 interviews were conducted which eventually resulted in the list of 250 advisors. Conrad Siegel was #87 on the 2024 edition of the list.
The methodology for the 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.”
“It’s humbling to be recognized by Forbes as one of the top RIA firms in the country,” said Tracy Burke, Partner and Wealth Consultant at Conrad Siegel. “This ranking goes beyond numbers and highlights firms dedicated to client success, and we’re proud to be acknowledged for our commitment to doing things the right way for our clients.”
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.
The full list of honorees can be found here: https://www.forbes.com/lists/top-ria-firms/
The methodology for selecting the firms can be found here.
Recognition from rating services is 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 based 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 10/9/2024