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.

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.

Legacy Solutions, LLC, a small investment advisory firm based out of Kennett Square, PA, is dedicated to providing comprehensive financial solutions to its clients. With a team of four employees, three of whom specialize in investment advisory services, they offer personalized guidance to individuals seeking to grow and protect their wealth. Legacy Solutions, LLC employs a flexible compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. With over 80 individual clients, the firm currently manages an impressive $107,375,000 in assets. The majority of these assets are held by high-net-worth individuals who entrust Legacy Solutions, LLC with their financial future. While 401K and individual accounts make up less than 30% of their total assets under management, Legacy Solutions, LLC possesses the expertise and capability to manage employer funds. Furthermore, all of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Legacy Solutions, LLC also serves as an insurance broker or agent, providing comprehensive coverage options to further protect their clients' assets and financial well-being. With three offices, Legacy Solutions, LLC is strategically positioned to cater to clients in Kennett Square, PA, and surrounding areas. The firm's commitment to delivering personalized financial solutions has earned them a reputation as a trusted advisor in the region.

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.

Barton Investment Management, LLC, a small investment advisory firm headquartered in W. Conshohocken, PA, serves a select group of discerning clients seeking personalized financial solutions. With over 20 individual clients and more than $567,791,000 in assets under management, Barton Investment Management is committed to delivering exceptional service and tailored investment strategies. Led by a team of experienced professionals, Barton Investment Management ensures that all assets under their management receive the highest level of attention and expertise. The firm operates two offices, strategically located to provide convenient access to clients and promote effective communication. Specializing in serving high net worth individuals, Barton Investment Management prides itself on its comprehensive range of services designed to meet the unique needs of affluent clientele. With a compensation structure that includes various types, such as a percentage of assets under management, the firm aligns its interests with those of its clients, fostering a strong partnership. Barton Investment Management boasts a team of six dedicated employees, three of whom are highly skilled investment advisors. Each advisor oversees an average of approximately $189,260,000 in assets under management, significantly exceeding industry standards. This exceptional ratio reflects the firm's commitment to delivering personalized attention and ensuring the success of their clients' portfolios. Henry Riley, Peter Shouvlin, and Janna Forte are among the firm's longest tenured advisors, each contributing their extensive knowledge and expertise to Barton Investment Management's success. Their collective experience, combined with the firm's client-centric approach, has positioned Barton Investment Management as a trusted partner for individuals seeking tailored investment solutions in the W. Conshohocken, PA area and beyond.

Integrated Wealth Advisors, LLC is a small investment advisory firm based out of Wilmington, DE, with two offices. With a team of two employees, one of whom specializes in investment advisory services, they offer comprehensive wealth management solutions. With an average of approximately $104,130,000 in assets under management per investment advisor, they align with the industry average in terms of AUM. Integrated Wealth Advisors, LLC operates with a diversified compensation structure, including a percentage of assets under management and fixed fees. While their 401K and individual accounts make up less than 30% of their assets under management, they possess the expertise to manage employer funds effectively. The firm handles 99% of the assets they manage in a discretionary manner, providing clients with the peace of mind that their investments are actively monitored and managed. The majority of Integrated Wealth Advisors, LLC's clientele consists of high net worth individuals. They serve over 30 individual clients, overseeing more than $104,132,000 in assets under management. With a focus on delivering personalized and tailored financial strategies, the firm strives to create long-term relationships built on trust and expertise. Burwell Hutchinson, one of the firm's registered advisors, boasts an extensive tenure with Integrated Wealth Advisors, LLC since 2007. This experience underscores the firm's commitment to consistency, stability, and dedication in serving their clients' financial needs.

Steven G. Blum And Associates, LLC, a small investment advisory firm based out of Swarthmore, PA, is dedicated to providing exceptional financial services to their clients. With one office location, this firm focuses on delivering personalized investment advisory solutions to meet the unique needs of their clientele. Comprised of a team of three dedicated professionals, Steven G. Blum And Associates, LLC is well-equipped to handle a wide range of investment advisory services. Two of their highly skilled employees specialize in offering expert investment advice, while maintaining an average asset under management (AUM) of approximately $61,580,000 per investment advisor. This figure falls within the industry's average range. To ensure a comprehensive compensation structure, Steven G. Blum And Associates, LLC offers various types of payment arrangements. These include a percentage of assets under management and fixed fees, ensuring flexibility and alignment of interests with their valued clients. While their AUM consists of less than 30% in 401K and individual accounts, they possess the capability to manage employer funds, expanding their reach within the investment landscape. With 21% of the assets they manage being discretionary, Steven G. Blum And Associates, LLC demonstrates their expertise in making informed investment decisions on behalf of their clients. They primarily cater to high-net-worth individuals, effectively managing the majority of their clients' assets, which total over $123,151,000. In addition to their investment advisory services, Steven G. Blum And Associates, LLC also provides legal services, further enhancing their comprehensive offerings. Steven Blum and Mary Bonfini, two of the firm's longest tenured registered advisors, bring their extensive experience and expertise to ensure exceptional service delivery to their esteemed clients.

Certior Financial Group, LLC is a local investment advisory firm headquartered in King of Prussia, PA, with two offices. With a team of ten employees, seven of whom specialize in investment advisory services, Certior Financial Group, LLC is dedicated to providing comprehensive financial solutions to its clients. Their average assets under management per investment advisor amount to approximately $34,340,000. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. While less than 30% of their assets under management are comprised of 401K and individual accounts, Certior Financial Group, LLC possesses the expertise to manage employer funds. A significant 64% of the assets they oversee are discretionary, reflecting the trust and confidence clients place in their investment decisions. Certior Financial Group, LLC primarily serves high net worth individuals, managing assets for over 260 individual clients, totaling more than $240,402,000. The firm takes pride in its experienced team of advisors, with notable individuals like Gary Gallagher, Patrick Hansen, and Avi Kantor contributing their expertise and knowledge. Their extensive tenure with the firm underscores their commitment to providing exceptional financial guidance and service to their clients. With a focus on delivering personalized investment strategies tailored to individual needs, Certior Financial Group, LLC remains dedicated to helping clients achieve their financial goals and build a secure future.

Ballast Financial Advisors, LLC, headquartered in West Chester, PA, is a reputable local investment advisory firm with a strong presence in the financial industry. With a total of seven dedicated professionals on their team, five of whom specialize in providing top-notch investment advisory services, Ballast Financial Advisors has established itself as a trusted partner for individuals and employer 401K plans alike. The firm manages a significant amount of assets, with an average of approximately $27,760,000 per investment advisor. In total, Ballast Financial Advisors oversees a substantial portfolio worth over $200,762,000, demonstrating their expertise in managing clients' wealth effectively. Their compensation structure is flexible and includes various types, such as performance-based fees, ensuring alignment with clients' goals and interests. Additionally, the firm boasts a high level of experience in the employer 401K space, with approximately half of their assets under management originating from these plans and individual clients. Ballast Financial Advisors maintains a robust presence in the industry, as 37% of the assets they manage are discretionary, allowing them to make strategic investment decisions on behalf of their clients. With three conveniently located offices, including their West Chester headquarters, the firm is well-positioned to serve their client base effectively. The longevity of their advisors is another testament to Ballast Financial Advisors' commitment to excellence. Notably, professionals like Daniel Elser, Daniel McHugh, and Joseph Baker have contributed significantly to the firm's success, showcasing their depth of knowledge and dedication to client satisfaction. With a focus on providing personalized investment advisory services, Ballast Financial Advisors, LLC, continues to be a trusted partner for individuals and businesses seeking expert financial guidance.

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.