The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

49. Conrad Siegel Investment Advisors

CNBC.com staff@CNBC
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Conrad Siegel Investment Advisors, based in Harrisburg, Pennsylvania, is ranked No. 49 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $9B

Years in Business: 22

Accounts Under Management: 936

Previous appearances on FA 100 List: 4 (No. 60 in 2023)

Principals:

Tara Mashack-Behney, Partner & President of Investment Advisory Services

Tracy Burke, Partner & Wealth Consultant

Contact:

conradsiegel.com

501 Corporate Circle, Harrisburg, PA 17110

(717) 652-5633

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