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.

Sevenbridge Financial Group, LLC, headquartered in Harrisburg, PA, is a prominent small-scale investment advisory firm with a strong focus on providing personalized financial services. With a total of five dedicated employees, three of whom specialize in investment advisory services, the firm prides itself on delivering expert guidance and tailored investment strategies to meet the unique needs of its clients. Sevenbridge Financial Group, LLC employs a diverse compensation structure, offering various types of fees, including fixed fees, ensuring transparency and alignment of interests with their clients. With an impressive client base of over 270 individuals, the firm manages a substantial $444,150,000 in assets under management. The majority of these assets are entrusted to Sevenbridge by high net worth individuals seeking comprehensive wealth management solutions. While less than 30% of the firm's assets under management are represented by 401K and individual accounts, Sevenbridge Financial Group, LLC possesses the expertise and capability to effectively oversee employer funds as well. Notably, all the assets under their management are discretionary, allowing the firm to make informed investment decisions on behalf of their clients. Operating out of two well-appointed offices, Sevenbridge Financial Group, LLC is known for its exceptional team of advisors. Justin Ferraccio, Charles Eberly, and Lawrence Defluri, among others, boast impressive tenures within the firm, lending their wealth of experience and knowledge to each client relationship. Overall, Sevenbridge Financial Group, LLC distinguishes itself as a trusted partner in financial planning and investment management, offering comprehensive services to their discerning clientele. With their unwavering commitment to client success, they continue to be a driving force in the financial industry.

SC&H Financial Advisors, Inc., headquartered in Sparks, MD, is a highly regarded investment advisory firm with a team of 31 dedicated professionals. With a focus on providing exceptional financial guidance, SC&H has established itself as a leading player in the industry. Thirteen of their experienced employees specialize in delivering top-notch investment advisory services, ensuring that clients receive expert guidance tailored to their unique needs. The firm boasts an impressive average of approximately $410,190,000 in assets under management per investment advisor, surpassing the industry average and highlighting their ability to handle substantial portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a transparent and fair arrangement for clients. SC&H Financial Advisors, Inc. caters to a diverse clientele, serving over 320 individual clients and managing assets worth more than $737,473,000. The firm's expertise lies in managing the wealth of high net worth individuals, although they also possess the capabilities to oversee employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. Notably, all the assets managed by SC&H Financial Advisors, Inc. are discretionary, allowing them to make investment decisions on behalf of their clients. In addition to their investment advisory services, SC&H provides insurance brokerage or agency services, as well as accounting solutions through their affiliated accounting firm. With four offices in Sparks, MD, the firm ensures accessibility and convenience for their valued clients. The team comprises seasoned professionals, including notable advisors such as Caitlin Garner, Andrew Thompson, and Robin Patalon, who have been instrumental in the firm's success over the years.

Lifeguide Financial Advisors, LLC is a reputable investment advisory firm based out of Mechanicsburg, PA. With two offices in the area, Lifeguide Financial Advisors provides comprehensive financial services to individuals and businesses alike. Committed to delivering personalized guidance, they have a dedicated team of 21 experienced professionals, 11 of whom specialize in investment advisory services. With an impressive track record, Lifeguide Financial Advisors manages an average of $28,670,000 in assets under management per investment advisor. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, they excel in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. This expertise has earned them a strong reputation in the field. Lifeguide Financial Advisors oversees a substantial portfolio, with over $315,348,000 in assets under management, serving more than 770 individual clients. Their success can be attributed, in part, to the wealth of experience within the firm. Notable advisors such as Douglas Denlinger, Derek Mosley, and David Lutz have been with the company for an extended period, bringing their extensive knowledge and insights to clients' financial journeys. With a focus on discretion and tailored strategies, Lifeguide Financial Advisors ensures that 99% of the assets they manage are discretionary, enabling clients to trust their expertise. As a local financial advisory firm, Lifeguide Financial Advisors, LLC stands as a reliable and respected partner for individuals and businesses seeking sound investment guidance in the Mechanicsburg, PA area.

Trunorth Financial Services, Inc. is a small investment advisory firm based out of Chambersburg, PA, specializing in providing comprehensive financial solutions to individuals and employer 401K plans. With a team of six dedicated professionals, including three experienced investment advisors, Trunorth Financial Services delivers personalized strategies tailored to their clients' unique financial goals. Their impressive track record is evident in their high average assets under management per investment advisor, which stands at approximately $153,240,000, surpassing the industry average. This success can be attributed to their expertise in managing a diverse range of assets, including a significant portion from employer 401Ks and individual investors. In fact, over $180,005,000 of assets under management come from more than 320 individual clients. Trunorth Financial Services distinguishes itself by offering a flexible compensation structure that aligns with their clients' needs. They employ various models, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their client relationships. With a strong focus on delivering exceptional service, Trunorth Financial Services has cultivated a loyal client base over the years. They take pride in their extensive experience in the employer 401K space, and their 100% discretionary asset management approach provides clients with peace of mind, knowing that their investments are in capable hands. Among the firm's notable advisors are Christopher Jackson, Noah Eshenaur, and Kristin Ramsay, who boast significant industry experience and contribute to the firm's longstanding success. With one office serving their clients' needs, Trunorth Financial Services continues to provide comprehensive financial guidance and superior investment advisory services.

Financial Advisory Services, LLC is a small investment advisory firm based out of Hanover, PA, with three offices. With a total of two employees, the firm specializes in providing comprehensive financial guidance and investment advisory services to a diverse client base. Their team of dedicated professionals possesses extensive knowledge and experience in the financial industry, offering personalized solutions to help clients achieve their financial goals. The firm's investment advisors manage an impressive average of approximately $41,470,000 in assets under management, showcasing their expertise in handling significant portfolios. Financial Advisory Services, LLC serves over 240 individual clients, with a remarkable $173,613,000 in assets under management. Their client base includes a wide range of investors, and they have gained a strong reputation for their proficiency in managing assets from employer 401Ks and individual accounts. The firm's compensation structure is flexible, incorporating various methods such as a percentage of assets under management and hourly charges. This adaptability allows clients to choose the most suitable payment method for their individual needs. Sean Huston and Ryan Fox are two of the longest tenured registered advisors at Financial Advisory Services, LLC. Their tenure and expertise demonstrate the firm's commitment to maintaining a team of seasoned professionals dedicated to providing excellent financial guidance. As a discretionary investment advisory firm, Financial Advisory Services, LLC maintains full authority to make investment decisions on behalf of their clients. This autonomy enables them to implement strategies and execute trades efficiently, aligned with each client's unique financial objectives. With their exceptional track record and commitment to client success, Financial Advisory Services, LLC continues to be a trusted partner for individuals seeking reliable and expert financial advice.

Taylor Securities Services, Inc., based out of Harrisburg, PA, is a highly reputable investment advisory firm catering to a diverse clientele. With over 580 individual clients and a staggering $102,949,000 in assets under management, the company has established itself as a trusted partner in financial management. Specializing in 401K plans for both employers and employees, Taylor Securities Services, Inc. boasts an impressive track record with over 80% of their managed assets falling into this category. The firm's dedication to excellence is reflected in their team of highly qualified professionals. With a total of two employees, all of whom are investment advisors, they possess the expertise necessary to navigate the complexities of the financial market. Each investment advisor manages an average of approximately $51,470,000 in assets, demonstrating their competence within the industry. Taylor Securities Services, Inc. offers a variety of compensation structures, including a percentage of assets under management. This ensures that the interests of their clients align with the success of their investments. Moreover, the firm's services are entirely discretionary, allowing clients to entrust their financial decisions to the experienced hands of the advisors. Notable for its longevity, Taylor Securities Services, Inc. has several advisors who have been with the firm for a significant period. Janet Lowe, Shawn Mullarkey, and Matthew Taylor are among the highly experienced individuals who contribute to the firm's success. As a small investment advisory firm with a dedicated focus on client satisfaction, Taylor Securities Services, Inc. stands out as a reliable partner for individuals and employers seeking comprehensive and personalized financial management solutions.

Cornerstone Advisory, headquartered in Hunt Valley, MD, is a prominent investment advisory firm renowned for its expertise in managing high net worth individuals' assets. With two offices, the firm boasts a team of 14 professionals, seven of whom specialize in providing top-notch investment advisory services. Cornerstone Advisory maintains an impressive average of $216,570,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with client needs. Although 401K and individual accounts make up less than 30% of their assets under management, Cornerstone Advisory possesses the capability to effectively handle employer funds. They exercise complete discretion over the management of 100% of the assets entrusted to them. The firm's client base consists of over 340 individual clients, who collectively entrust Cornerstone Advisory with assets totaling over $1,515,979,000. Cornerstone Advisory takes pride in its team of experienced professionals. Notable long-standing advisors include Michael Lavina, Donald Huber, and Thomas Biddison, who contribute to the firm's strong track record and commitment to providing personalized and effective investment strategies. With their exceptional wealth management expertise, Cornerstone Advisory has positioned itself as a trusted partner for high net worth individuals seeking comprehensive and tailored investment advisory services.

The L. Warner Companies, Inc, based out of Timonium, MD, is a local investment advisory firm with a strong foothold in the industry. With over 200 individual clients and an impressive $605,993,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from three well-equipped offices, catering to a diverse range of clients' needs. The L. Warner Companies, Inc offers comprehensive services that extend beyond investment advisory. As an insurance broker or agent, they provide additional support to their clients, ensuring a holistic approach to financial management. With a notable focus on employer 401Ks and individual portfolios, the company boasts substantial expertise in these areas, leveraging their experience to maximize client returns. When it comes to compensation, The L. Warner Companies, Inc offers various options tailored to client preferences. They employ a flexible structure, encompassing a percentage of assets under management, fixed fees, and commissions. This adaptability allows them to cater to different client needs and align their interests with the best possible outcomes. The firm operates with a dedicated team of 43 employees, with 12 of them specifically focused on providing investment advisory services. With an average of $50,500,000 in assets under management per investment advisor, The L. Warner Companies, Inc maintains a competitive standing within the industry. The company's longevity is evident through the presence of esteemed advisors like Edwin Killinger, Ilene Salcman, and John Russell, who have been integral to the firm's success over the years.

Verdence Capital Advisors, LLC, based out of Hunt Valley, MD, is a reputable investment advisory firm serving clients with a comprehensive range of financial services. With over 860 individual clients, Verdence manages an impressive portfolio of assets totaling more than $2,735,789,000. The firm operates from four strategically located offices, ensuring convenient access for its diverse client base. While Verdence Capital Advisors emphasizes managing discretionary assets, comprising 100% of their managed assets, they also possess the capability to handle employer funds. Notably, 401K and individual accounts represent less than 30% of their total assets under management. The firm's primary focus is on catering to the investment needs of high net worth individuals, underscoring their expertise in managing substantial wealth portfolios. Verdence Capital Advisors employs a varied compensation structure, offering different fee options to accommodate the preferences of their clients. These options include a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their client relationships. With a team of 40 dedicated professionals, 24 of whom specialize in investment advisory services, Verdence Capital Advisors boasts a robust and experienced staff. Their investment advisors average approximately $113,990,000 in assets under management per advisor, a figure that aligns with the industry average. Among the notable advisors at Verdence Capital Advisors are John Morgan, Jason Edelson, and Leo Kelly, who have contributed to the firm's longstanding success. With their wealth of experience and commitment to providing exceptional financial guidance, Verdence Capital Advisors continues to solidify its reputation as a trusted partner in achieving clients' investment goals.

Grandview Asset Management LLC is a reputable investment advisory firm headquartered in Harrisburg, PA. With three offices strategically located, they offer comprehensive financial services to a diverse clientele. The firm boasts a dedicated team of eight employees, two of whom specialize in providing expert investment advisory services. Each investment advisor manages an average of $109,720,000 in assets under management, which aligns with the industry average. Grandview Asset Management LLC's compensation structure is flexible, including a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, approximately half of the firm's assets under management come from employer 401Ks and individual clients, reflecting their expertise and success in this area. The firm's management of 100% discretionary assets grants them the flexibility to make investment decisions on behalf of their clients. In addition to investment advisory services, Grandview Asset Management LLC serves as a registered representative of a broker-dealer and functions as an insurance broker or agent. Their commitment to professionalism and client satisfaction is evident in their impressive portfolio, which encompasses over 540 individual clients and manages more than $219,436,000 in assets. Bruce Smith and Gary Kephart, two highly experienced registered advisors, have remained dedicated to Grandview Asset Management LLC, showcasing their deep commitment to the firm's mission and values. With their extensive industry knowledge and a track record of success, Grandview Asset Management LLC continues to be a trusted partner in helping clients achieve their financial goals.