Conrad Siegel Investment Advisors, based out of Harrisburg, PA, is a highly reputable regional investment advisory firm. With a knowledge base from ChatGPT, it is evident that Conrad Siegel Investment Advisors has established itself as a trusted partner for over 170 individual clients. The firm's impressive portfolio boasts an impressive $6,987,641,000 in assets under management, a testament to their expertise and commitment to client success. Operating out of three strategically located offices, Conrad Siegel Investment Advisors provides comprehensive investment advisory services to a diverse clientele. Notably, 33% of the assets they manage are discretionary, showcasing their ability to tailor investment strategies to meet individual client goals and risk preferences. Conrad Siegel Investment Advisors employs a varied compensation structure, offering clients flexibility in payment options. This includes a percentage of assets under management, hourly charges, and fixed fees. This client-centric approach ensures alignment of interests and reinforces the firm's commitment to transparency and fair compensation. The success of Conrad Siegel Investment Advisors can be attributed to their highly skilled team of professionals. With a total of 26 employees, almost all of whom are dedicated to providing investment advisory services, the firm maintains a high advisor-to-assets ratio. This allows them to deliver personalized attention to each client, resulting in a remarkable average of approximately $279,510,000 in assets under management per investment advisor, significantly exceeding industry standards. Conrad Siegel Investment Advisors takes pride in its long-tenured advisors, including Conrad Siegel, Jeffrey Myers, and David Killick. Their extensive experience and deep industry knowledge contribute to the firm's reputation for excellence and inspire client confidence in the advice they receive. Overall, Conrad Siegel Investment Advisors stands as a leading regional investment advisory firm, consistently delivering exceptional results and personalized service to its esteemed client base.

Janney Montgomery Scott LLC, a national investment advisory firm headquartered in Philadelphia, PA, is dedicated to serving the financial needs of its diverse client base. With over 144,890 individual clients and an impressive $73,000,611,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Janney Montgomery Scott LLC operates through a vast network of 119 offices, providing personalized investment solutions across the country. In addition to their investment advisory services, Janney Montgomery Scott LLC offers a range of financial solutions to cater to their clients' comprehensive needs. They serve as an insurance broker or agent, a trust company, and a registered municipal advisor. While they manage employer funds, including 401K and individual accounts representing less than 30% of their assets under management, the firm primarily focuses on discretionary management, handling 62% of the assets they oversee. Janney Montgomery Scott LLC employs a team of 2,242 professionals, with 1,202 dedicated to providing expert investment advisory services. Their compensation structure is diverse and flexible, encompassing various forms such as a percentage of assets under management, fixed fees, and commissions. On average, each investment advisor manages approximately $60,730,000 in assets, which aligns with the industry average. The firm takes pride in its experienced team, boasting a number of long-tenured advisors who have demonstrated their commitment to delivering exceptional financial guidance. Notable individuals include Stephen Hyman, Charles Burns, and Richard Avallon. Janney Montgomery Scott LLC continues to prioritize their clients' financial success, leveraging their expertise, extensive resources, and dedication to deliver outstanding results in the ever-evolving world of finance.

Mcclarren Financial Advisors, based out of State College, PA, is a reputable local investment advisory firm with a track record of excellence. With a team of seven highly skilled professionals, they specialize in providing comprehensive investment advisory services to their diverse clientele. The firm boasts an impressive average of $169,520,000 in assets under management per investment advisor, which surpasses the industry average, reflecting their expertise and ability to generate significant returns for their clients. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management and hourly charges to ensure alignment with their clients' needs. With over 160 individual clients, Mcclarren Financial Advisors manages a substantial total of $278,112,000 in assets. Notably, nearly half of their assets under management originate from employer 401Ks or individuals, indicating their strong foothold and expertise in this area. An impressive 84% of the assets they oversee are discretionary, exemplifying their clients' trust in their judgment and decision-making abilities. Operating from two offices, Mcclarren Financial Advisors serves clients with dedication and a personalized approach. The firm takes pride in its team of experienced professionals, including Jeffrey Mcclarren, Jennifer Anderson, and Gregory Reeder, some of the longest tenured advisors at the firm. Their combined wealth of knowledge and expertise ensures that clients receive top-notch financial advice and tailored investment strategies. Whether individuals are seeking long-term investment planning, retirement advice, or portfolio management, Mcclarren Financial Advisors stands as a trusted partner, committed to helping clients achieve their financial goals.

Entrust Financial LLC, headquartered in Wayne, PA, is a reputable investment advisory firm serving clients with a dedicated team of professionals. With a total of five employees, four of whom specialize in providing comprehensive investment advisory services, Entrust Financial is committed to helping clients achieve their financial goals. The firm manages an average of approximately $69,260,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is designed to offer flexibility and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. With over 280 individual clients, Entrust Financial oversees a substantial portfolio of assets, totaling more than $224,999,000 under management. Notably, nearly half of these assets come from employer 401K plans and individuals, indicating the firm's expertise and experience in this specialized area. Entrust Financial distinguishes itself through its discretionary management approach, with 99% of the assets it oversees being handled on a discretionary basis. This allows the firm to make well-informed investment decisions on behalf of its clients, based on their individual needs and risk tolerance. As a small but respected investment advisory firm, Entrust Financial operates from its single office in Wayne, PA. The firm boasts a team of seasoned advisors, including Jennifer Bravo, Mckenzie Frankel, and Joslyn Ewart, who contribute their extensive industry knowledge and expertise to the benefit of their clients. Entrust Financial LLC stands as a trusted partner, providing personalized investment advisory services that align with clients' financial aspirations, while maintaining a commitment to professionalism and excellence in the financial industry.

TGS Financial Advisors, a reputable investment advisory firm headquartered in Radnor, PA, is dedicated to providing exceptional financial services to its clients. With two strategically located offices, TGS Financial Advisors boasts a team of nine skilled professionals, seven of whom specialize in investment advisory services. Their commitment to excellence is evident in their ability to manage an average of $44,600,000 in assets per investment advisor, aligning with industry standards. TGS Financial Advisors adopts a versatile compensation structure that includes various models, such as a percentage of assets under management and fixed fees. While less than 30% of their assets under management are allocated to 401K and individual accounts, the firm possesses the expertise to effectively handle employer funds. Impressively, 95% of the assets they manage are discretionary, granting clients the confidence and peace of mind that their financial goals are in capable hands. Catering primarily to high-net-worth individuals, TGS Financial Advisors has established a substantial client base comprising over 160 individuals, with a staggering $312,187,000 in assets under management. The firm takes pride in its seasoned advisors, including Thomas Rylko, Joan Hill, and James Hemphill, who have played integral roles in the firm's success throughout their tenures. With an unwavering dedication to providing sound financial advice and managing assets effectively, TGS Financial Advisors has earned a solid reputation as a trusted partner in helping clients navigate their financial journeys.

Domani Wealth, LLC is a prominent investment advisory firm headquartered in Lancaster, PA, with a strong presence in the financial services industry. With over 540 individual clients and an impressive $1,329,487,000 in assets under management, Domani Wealth is trusted by discerning investors to safeguard and grow their wealth. As a local firm, Domani Wealth takes pride in its community-focused approach, which is reflected in their six conveniently located offices. While their expertise extends to managing employer funds, the majority of their assets under management, accounting for 99%, are dedicated to serving high net worth individuals. The firm's compensation structure is diverse, offering clients flexibility in choosing a payment arrangement that suits their needs. Options include a percentage of assets under management, hourly charges, and fixed fees. With a team of 23 dedicated professionals, including 18 investment advisors, Domani Wealth possesses a wealth of knowledge and experience. On average, each investment advisor manages approximately $73,860,000 in assets, in line with the industry average. Notably, Domani Wealth boasts a roster of seasoned advisors, such as Angela Berkosky, Amanda Faith, and Jennifer Hill, who have demonstrated their commitment to the firm over the long term. Clients entrust Domani Wealth with their financial goals due to the firm's personalized approach, comprehensive investment strategies, and a track record of success. Domani Wealth, LLC is an esteemed partner in helping individuals and organizations navigate the complexities of wealth management and achieve their financial aspirations.

Valley National Advisers Inc is a highly reputable investment advisory firm based out of Bethlehem, PA. With a team of 15 dedicated employees, the company specializes in providing top-notch investment advisory services to a diverse clientele. Their impressive track record is evident through their average assets under management per investment advisor, which stands at an outstanding $1,109,720,000 – well above the industry average. Valley National Advisers Inc boasts a robust compensation structure, offering various types of fees, including a percentage of assets under management and performance-based fees. With over 1,660 individual clients and assets under management totaling over $1,129,286,000, the firm has earned the trust and confidence of its clients. Notably, Valley National Advisers Inc has developed considerable expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their total assets under management. This valuable experience in the retirement planning space sets them apart from their competitors. With three offices strategically located in Bethlehem, Valley National Advisers Inc is well-positioned to cater to the investment needs of clients throughout the region. The firm takes pride in its team of experienced advisors, several of whom have established themselves as key pillars of the company. Prominent among these advisors are Timothy Roof, Laurie Siebert, and Thomas Riddle, whose long tenures signify their commitment to providing exceptional service and guidance to their clients. Valley National Advisers Inc offers comprehensive, tailored investment solutions, ensuring that their clients' assets are managed with the utmost care and professionalism. With 100% of their managed assets falling under the discretionary category, clients can trust the firm to make informed investment decisions on their behalf.

Chartered Advisory Group, a small investment advisory firm based out of Chadds Ford, PA, is a trusted partner for over 300 individual clients. With assets under management totaling more than $137,268,000, the company prides itself on delivering tailored financial solutions. Operating from two offices, Chartered Advisory Group specializes in providing comprehensive investment advice and acts as an insurance broker or agent. Dedicated to their clients' financial success, Chartered Advisory Group focuses on managing employer 401K plans and individual investments, which constitute over 80% of their assets under management. Their expertise in overseeing 401K plans makes them highly qualified to assist employers and employees alike. Furthermore, the firm manages discretionary assets, amounting to 20% of the total assets they handle. To ensure transparent and fair compensation, Chartered Advisory Group offers multiple fee structures, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexibility allows clients to choose the arrangement that best suits their needs. With a team of six dedicated employees, four of whom specialize in investment advisory services, Chartered Advisory Group maintains a favorable ratio of approximately $34,320,000 in assets under management per investment advisor. The firm prides itself on its experienced staff, including long-tenured advisors such as Sean Smith, Robert Pedrick, and William Kantner. As a leading investment advisory firm in Chadds Ford, Chartered Advisory Group combines industry expertise, personalized service, and a commitment to client satisfaction to deliver exceptional financial solutions.

Psi Capital Management is a reputable investment advisory firm based out of Lancaster, PA. With 12 employees, including 5 experienced investment advisors, they provide expert financial guidance to a diverse range of clients. The firm boasts an impressive average of approximately $124,240,000 in assets under management per investment advisor, which aligns with industry standards. Psi Capital Management follows a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. With over 520 individual clients and a total of $242,653,000 in assets under management, the firm caters primarily to high net worth individuals. Their strong track record in managing employer 401Ks and individual portfolios demonstrates their expertise in this area. The firm's investment approach is characterized by a high level of discretion, as they manage 99% of the assets under their care. Psi Capital Management has established a local presence, serving the Lancaster community from their six offices. The firm takes pride in its seasoned team of advisors, with notable individuals like Steven Mitchell, Scott Smith, and Susanne Dombrowski being among the longest-tenured professionals at the company. Overall, Psi Capital Management provides comprehensive investment advisory services, combining industry expertise, personalized strategies, and a client-centric approach to help individuals and organizations achieve their financial goals.

Addison Capital, a small investment advisory firm based out of Conshohocken, PA, specializes in providing comprehensive financial solutions to individual clients. With a team of four dedicated professionals, three of whom offer investment advisory services, they strive to deliver personalized strategies tailored to each client's unique financial goals. Known for their expertise and commitment to client success, Addison Capital manages an impressive $39,690,000 in assets under management per investment advisor on average. Their compensation structure is flexible, offering options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have choices that suit their needs. With a solid reputation in the industry, Addison Capital boasts over 130 individual clients, entrusting them with a substantial $650,584,000 in assets under management. Impressively, 50% of the assets they manage are discretionary, indicating a high level of trust placed in their investment strategies. Operating from their office in Conshohocken, PA, Addison Capital has built enduring relationships with their clients. The firm takes pride in its experienced team, including Steven Benjamin, Michael Church, and Michael Durette, who are some of the longest-tenured advisors at the company. Their collective knowledge and expertise enable Addison Capital to offer valuable insights and guidance to their clients, ensuring their financial well-being and long-term prosperity. Overall, Addison Capital stands as a trusted and reputable partner for individuals seeking comprehensive investment advisory services in the Conshohocken area and beyond.

Econ Wealth Management is a small investment advisory firm based out of Harrisburg, PA, with two offices strategically located to serve their clients effectively. With a team of ten dedicated professionals, Econ Wealth Management offers comprehensive investment advisory services, three of whom specialize in providing expert guidance to clients. The firm boasts an impressive average of approximately $49,860,000 in assets under management per investment advisor, aligning with the industry average. Econ Wealth Management's compensation structure is designed to reward their advisors' success, which includes a percentage of assets under management. Their portfolio management expertise is particularly notable in managing employer 401Ks and individual investments, accounting for nearly half of their total assets under management. This experience positions the firm favorably within the industry. Notably, Econ Wealth Management manages a significant portion of discretionary assets, with 91% of the assets under their management falling into this category. This highlights the trust and confidence placed in their expertise by their clients. With over 230 individual clients and a substantial $149,583,000 in assets under management, the firm has built a strong reputation for delivering reliable investment solutions. Econ Wealth Management takes pride in the knowledge and expertise of their advisors, and a few of the firm's longest-tenured professionals are Jacob Artz, Brian Zellers, and Steven Economopoulos. Their collective experience contributes to the firm's success and the exceptional service provided to their valued clients.