The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

32. Conrad Siegel Investment Advisors

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Conrad Siegel Investment Advisors, based in Harrisburg, Pennsylvania, is ranked No. 32 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $10.1 billion
Accounts Under Management: 1,011
Years in Business: 23

  • Accepts clients in all 50 states
  • Physical offices in Florida and Pennsylvania
  • $1 million minimum asset threshold

Leadership and Contact Information:
Tara Mashack-Behney, partner and president of investment advisory services
Tracy Burke, partner and wealth consultant
Catherine Azeles, partner and wealth consultant

conradsiegel.com
501 Corporate Circle, Harrisburg, PA 17110
(717) 652-5633

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