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.

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.

Lighthouse Wealth Management, LLC is a small investment advisory firm based out of Camp Hill, PA, with a strong presence in the financial industry. With two dedicated employees, they offer comprehensive investment advisory services to a diverse client base. The firm boasts an average of $99,820,000 in assets under management per investment advisor, which aligns with the industry average. Lighthouse Wealth Management, LLC prides itself on its expertise in managing assets, with over $103,000,000 under management and more than 30 individual clients. Their notable experience lies in handling employer 401Ks and individual investments, accounting for approximately half of their assets under management. This specialization has contributed to their strong reputation in the field. As a discretionary asset management firm, Lighthouse Wealth Management, LLC has the authority to make investment decisions on behalf of their clients, ensuring a seamless and proactive approach to wealth management. The firm's compensation structure includes various options, such as a percentage of assets under management, aligning their success with the clients' financial growth. Headed by seasoned professionals, James Adams and Teancum Light, Lighthouse Wealth Management, LLC leverages their extensive expertise and industry knowledge to provide personalized and tailored investment strategies. The firm operates out of one office, allowing for close client relationships and a high level of service. With a commitment to delivering exceptional financial guidance and achieving long-term financial goals, Lighthouse Wealth Management, LLC is a trusted partner for individuals and businesses seeking sound investment solutions in the Camp Hill, PA area and beyond.

River Wealth Advisors LLC, based out of Camp Hill, PA, is a highly reputable local investment advisory firm specializing in wealth management services. With a total of 15 dedicated employees, including 6 expert investment advisors, they possess the expertise to guide clients towards their financial goals. Each investment advisor at River Wealth Advisors manages an average of $346,300,000 in assets under management, which surpasses the industry average, reflecting their ability to handle substantial portfolios. River Wealth Advisors' compensation structure offers various options, including a percentage of assets under management and hourly charges, ensuring flexibility and alignment with clients' needs. Their client base comprises over 490 individuals, with an impressive total of $896,649,000 in assets under management. While their primary focus lies in serving high-net-worth individuals, they also possess the capability to manage employer funds, although 401(k) and individual accounts represent less than 30% of their assets. As a testament to their dedication, River Wealth Advisors manages all assets under a discretionary mandate, allowing them to make informed investment decisions on behalf of their clients. With two offices strategically located in Camp Hill, PA, the firm offers convenient access to their exceptional advisory services. Notably, River Wealth Advisors boasts a team of seasoned advisors, including the esteemed professionals Mark Loomis, Edward O'Gorman, and Jennifer Collins, who have demonstrated long-standing commitment and expertise in the field. With their extensive knowledge and personalized approach, River Wealth Advisors provides comprehensive financial guidance to individuals and institutions, fostering long-term financial success.