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.

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.

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.

Snavely Associates Financial Services, based out of Lemoyne, PA, is a well-established investment advisory firm providing comprehensive financial solutions. With a team of two dedicated professionals, they offer a range of investment advisory services to a diverse clientele. Boasting an average of $56,480,000 in assets under management per investment advisor, they maintain a solid track record in the industry. Snavely Associates Financial Services takes pride in their expertise in managing employer 401Ks and individual portfolios, which collectively account for nearly half of their assets under management. This specialization reflects their extensive experience and deep understanding of the unique needs and challenges faced by both employers and individuals seeking financial growth and security. With over 200 individual clients and an impressive $112,953,000 in assets under management, Snavely Associates Financial Services has established a reputation for delivering exceptional results. Guided by their core principles of integrity, transparency, and client-centricity, they strive to build long-term relationships based on trust and mutual success. Leading the team at Snavely Associates Financial Services are Jack Snavely and Shawna Nale, both highly experienced and registered advisors. Their tenure with the firm is a testament to their commitment to providing top-notch financial advice and delivering tailored solutions to meet the unique objectives of their clients. As a small investment advisory firm, Snavely Associates Financial Services understands the importance of personalized attention and goes above and beyond to ensure that each client receives the individualized care and guidance they deserve. With their expertise and client-focused approach, Snavely Associates Financial Services continues to empower their clients to navigate the complex world of finance and achieve their financial goals.

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.

Enhancing Capital LLC is a reputable investment advisory firm based in Harrisburg, PA, known for its commitment to delivering comprehensive financial solutions. With its main office in Harrisburg, the company boasts a dedicated team of four highly skilled professionals who specialize in providing exceptional investment advisory services. With an average of $73,390,000 in assets under management per investment advisor, Enhancing Capital LLC maintains a competitive position within the industry. As a small-sized firm, Enhancing Capital LLC focuses on tailoring its compensation structure to align with client goals. Their flexible approach includes various types of compensation, such as a percentage of assets under management and performance-based fees. Moreover, the company manages 100% of the assets under its discretion, ensuring a personalized and strategic investment approach. In addition to their investment advisory services, Enhancing Capital LLC also offers insurance brokerage services, further enhancing their clients' financial security and stability. The firm proudly serves a diverse clientele, catering to over 10 individual clients with a collective $293,574,000 in assets under management. At Enhancing Capital LLC, clients benefit from the expertise of their seasoned advisors. Among the firm's longest tenured advisors are Trevor Goodling, Thomas Seymour, and George Parmer, who bring a wealth of experience and knowledge to the table. Their commitment to professionalism, integrity, and exceptional client service has earned Enhancing Capital LLC a solid reputation within the industry and the trust of its valued clients.

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.

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.