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.

WALSKY INVESTMENT MANAGEMENT INC: Providing Exceptional Investment Advisory Services in Wyomissing, PA Walsky Investment Management Inc, based out of Wyomissing, PA, is a small investment advisory firm dedicated to delivering exceptional financial guidance. With over two decades of experience, they have established themselves as trusted advisors in the industry. Their team consists of two highly skilled professionals who specialize in offering comprehensive investment advisory services to a diverse range of clients. With an impressive average of approximately $6,606,520,000 in assets under management per investment advisor, Walsky Investment Management Inc surpasses the industry average, demonstrating their expertise in managing substantial portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. Catering to over 70 individual clients, Walsky Investment Management Inc manages assets exceeding $110,826,000. While the majority of their assets under management are for high net worth individuals, they also have the capabilities to oversee employer funds. Remarkably, 100% of the assets they handle are managed on a discretionary basis, showcasing their clients' trust in their decision-making abilities. Walsky Investment Management Inc operates from a single office location in Wyomissing, PA. Two of the longest-tenured registered advisors with the firm, Elizabeth Ward and Craig Hafer, bring a wealth of experience to the team. Their commitment to personalized service and strategic investment planning sets them apart in the industry. As Walsky Investment Management Inc continues to grow and provide exceptional financial guidance, they remain dedicated to helping clients achieve their long-term financial objectives. With their proven track record and client-centric approach, they are poised to make a lasting impact in the field of investment management.

Lountzis Asset Management, LLC is a reputable investment advisory firm headquartered in Wyomissing, PA, with two offices serving a diverse client base. With a team of six dedicated professionals, including two experienced investment advisors, the firm delivers exceptional financial services to high net worth individuals. Demonstrating their expertise, Lountzis Asset Management boasts an impressive average of approximately $207,660,000 in assets under management per investment advisor, surpassing industry standards. Committed to providing personalized investment strategies, Lountzis Asset Management structures its compensation to align with client success. Their compensation model incorporates various types, such as a percentage of assets under management, ensuring a shared interest in achieving favorable outcomes. As a discretionary asset manager, the firm has full authority over managing 100% of their clients' assets, granting them the flexibility to make informed decisions on their behalf. With a robust client portfolio, Lountzis Asset Management caters to over 60 individual clients, expertly managing assets worth an impressive $415,329,000. Apostolos Paul Lountzis and Zachary Lountzis stand as distinguished registered advisors, each boasting extensive tenure with the firm. Their wealth of experience and dedication to client satisfaction contribute to the firm's outstanding reputation and continued success. Lountzis Asset Management, LLC embodies a commitment to excellence, delivering comprehensive investment advisory services to their esteemed clientele. With a strong track record of managing substantial assets, the firm is a trusted partner for individuals seeking exceptional financial guidance and wealth management strategies.

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.

Good Life Advisors, LLC, headquartered in Reading, PA, is a well-established regional investment advisory firm. With an extensive presence of 50 offices, they have solidified their position in the financial services industry. The company boasts a total workforce of 129 employees, out of which 89 specialize in providing comprehensive investment advisory services. One notable strength of Good Life Advisors, LLC lies in their impressive average assets under management per investment advisor, amounting to approximately $26,750,000. Their compensation structure is diverse and caters to various client needs, including a percentage of assets under management, hourly charges, and fixed fees. The firm's expertise shines particularly in managing employer 401Ks and individual assets, as these account for around half of their total assets under management. With a wealth of experience in this space, Good Life Advisors, LLC has earned a stellar reputation for their exceptional service. An impressive 91% of the assets they oversee are under discretionary management, reflecting their clients' trust in their expertise. As a testament to their success, the firm boasts a vast client base, serving over 9,640 individual clients, with assets under management surpassing an impressive $2,380,975,000. Good Life Advisors, LLC takes pride in their team of dedicated professionals, with notable advisors such as Brad Schneider, Howard Shear, and Kenneth Calcutt. These individuals have demonstrated their commitment and knowledge, contributing to the firm's long-standing success and client satisfaction. Overall, Good Life Advisors, LLC is a trusted investment advisory firm with a strong regional presence, a diverse range of compensation options, expertise in managing 401Ks and individual assets, and a team of experienced advisors.