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.

Alliance Financial, a local investment advisory firm headquartered in Wyomissing, PA, boasts a team of six highly skilled professionals dedicated to providing exceptional financial services. With five of their employees specializing in investment advisory services, Alliance Financial prides itself on their expertise in managing client assets. Each investment advisor maintains an impressive average of approximately $161,920,000 in assets under management, a figure significantly higher than the industry average. The compensation structure at Alliance Financial is designed to align the firm's success with that of their clients. It includes various types of remuneration, such as a percentage of assets under management. With a client base of over 530 individuals and a total of $185,067,000 in assets under management, Alliance Financial has earned the trust of their diverse clientele. Distinguishing themselves in the industry, Alliance Financial possesses extensive experience managing assets from employer 401Ks and individual investors, which collectively represent half of their assets under management. Notably, all of the assets they manage are under their discretionary control, enabling them to make strategic investment decisions on behalf of their clients. With three offices in strategic locations, Alliance Financial ensures accessibility and convenience for their clients. The firm takes pride in their long-standing team, with notable advisors like Eric Mischler, Stephanie Baity, and Jacqueline Powell, who have consistently delivered exceptional financial guidance and service. Combining their in-depth knowledge, personalized approach, and a commitment to exceeding client expectations, Alliance Financial continues to establish themselves as a trusted partner in wealth management and investment advisory services.

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.

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.

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.

Tower Wealth Partners is a reputable investment advisory firm headquartered in Lewisburg, PA. With over 480 individual clients and a staggering $259,248,000 in assets under management, they have built a strong presence in the financial industry. This small yet formidable firm operates from a single office and offers their expertise in managing employer 401Ks and individual investments, showcasing their extensive experience in this field. Impressively, 93% of the assets Tower Wealth Partners manages are discretionary, highlighting their ability to make independent investment decisions on behalf of their clients. The firm's compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs. Tower Wealth Partners boasts a dedicated team of eight employees, three of whom are investment advisors. Their average assets under management per investment advisor amount to approximately $86,420,000, aligning with the industry average. The firm takes pride in the expertise and longevity of their advisors, with notable names like Jared Kohl, Darin Koss, and Haley Koss among their most experienced professionals. As a trusted partner in wealth management, Tower Wealth Partners is committed to providing personalized financial advice and superior service to their diverse client base. With their extensive track record and skilled team, they continue to establish themselves as a leading force in the financial advisory industry.

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.

Berkshire Advisors, Inc. is a small investment advisory firm located in Wyomissing, PA, operating from a single office. With a team of two dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. With an average of $52,090,000 in assets under management per investment advisor, Berkshire Advisors, Inc. maintains an industry-standard level of performance. Their compensation structure caters to various client preferences and includes options such as a percentage of assets under management, fixed fees, commissions, and hourly charges. A significant portion of their assets under management, exceeding 80%, comes from employer 401K plans and individual investments. This expertise positions them as trusted partners for managing 401K plans for both employers and employees alike. The firm demonstrates a high level of competence and trustworthiness, as 95% of the assets they manage are discretionary, allowing them to make informed decisions on behalf of their clients. Moreover, Berkshire Advisors, Inc. extends its services beyond investment advisory, offering registered representative services for a broker-dealer, as well as insurance brokerage. With an extensive client base comprising over 150 individuals, Berkshire Advisors, Inc. manages a total of $104,181,000 in assets under management. Jay Kemmerer and Travis Speelman, two of the firm's longest tenured registered advisors, bring a wealth of experience and expertise to their respective roles. Overall, Berkshire Advisors, Inc. is a reliable and highly qualified firm that serves its clients with professionalism and integrity, delivering effective investment strategies and personalized solutions to help clients achieve their financial goals.