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.

Gardner Russo & Quinn LLC, a distinguished local investment advisory firm headquartered in Lancaster, PA, boasts an impressive portfolio of over 120 individual clients, entrusting them with a remarkable $9,245,836,000 in assets under management. With a solid reputation for excellence and a client-centric approach, Gardner Russo & Quinn LLC has established itself as a trusted partner in the financial industry. Operating out of a single office in Lancaster, the firm's team of 51 dedicated professionals is committed to providing top-notch investment advisory services. Of these experts, nine specialize in delivering personalized investment advice, ensuring a tailored approach for each client. The firm's compensation structure is designed to align their interests with their clients', featuring a combination of fees based on a percentage of assets under management and performance-based remuneration. Gardner Russo & Quinn LLC distinguishes itself through its discretionary management of 100% of the assets they oversee. This approach grants the firm the autonomy to make investment decisions on behalf of their clients, leveraging their expertise to optimize returns while mitigating risks. With an impressive average of approximately $1,027,320,000 in assets under management per investment advisor, Gardner Russo & Quinn LLC surpasses the industry average, exemplifying their proficiency and ability to handle significant financial portfolios. As a trusted partner, Gardner Russo & Quinn LLC continues to deliver exceptional investment advisory services, empowering their clients to achieve their financial goals.

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.

Johnson & White Wealth Management LLC, based out of York, PA, is a local investment advisory firm serving clients in the area. With over 440 individual clients and a staggering $322,094,000 in assets under management, they have established themselves as a trusted name in the industry. Their expertise lies in managing discretionary assets, with 90% of the assets they oversee falling under this category. As a registered representative of a broker-dealer and an insurance broker or agent, Johnson & White Wealth Management LLC offers a comprehensive range of services to meet their clients' financial needs. While their focus primarily centers on managing employer funds, they also cater to 401K and individual accounts, which make up less than 30% of their assets under management. The firm boasts a team of six dedicated professionals, all of whom provide investment advisory services. With an average of approximately $53,680,000 in assets under management per investment advisor, Johnson & White Wealth Management LLC maintains a competitive standing within the industry. Notably, the firm prides itself on the experience and tenure of its advisors, with Robert Allan, Timothy White, and Christopher Johnson among their longest-tenured professionals. When it comes to compensation, Johnson & White Wealth Management LLC offers a flexible structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to tailor their services to the unique needs and preferences of their diverse clientele. With their robust track record, commitment to client satisfaction, and seasoned team of advisors, Johnson & White Wealth Management LLC continues to be a trusted partner in helping individuals and employers achieve their financial goals.

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.

Atwater Malick, based out of Lancaster, PA, is a small investment advisory firm that specializes in providing exceptional financial services to its clients. With a team of four dedicated professionals, including two investment advisors, they have built a solid reputation in the industry. With an impressive average of approximately $163,200,000 in assets under management per investment advisor, Atwater Malick stands out as a leader in their field. Their compensation structure is diverse, incorporating a percentage of assets under management and fixed fees, ensuring a fair and transparent approach. Catering primarily to high net worth individuals, Atwater Malick manages over $392,172,000 in assets for more than 120 individual clients. While a smaller portion of their assets is dedicated to 401K and individual accounts, the firm possesses the expertise and capability to handle employer funds. Atwater Malick's investment approach is entirely discretionary, meaning clients entrust the firm with full authority to make investment decisions on their behalf. This approach reflects the trust and confidence clients place in the firm's experienced team. With its headquarters in Lancaster, PA, Atwater Malick operates from a single office. The firm boasts the expertise of Benjamin Atwater and Matthew Malick, who are among the longest-tenured registered advisors at the company. Their experience and industry knowledge contribute to the firm's success in delivering top-notch investment advisory services to their discerning clientele.

Macro Advisors, Inc. is a highly regarded investment advisory firm based in York, PA, specializing in providing comprehensive financial solutions to individuals and organizations. With three conveniently located offices, Macro Advisors, Inc. has established a strong presence in the local financial market. Led by a team of seasoned professionals, Macro Advisors, Inc. boasts a dedicated staff of seven employees, six of whom are skilled investment advisors. Drawing from their extensive knowledge and experience, these advisors deliver tailored investment strategies that align with clients' goals and risk tolerance. The firm manages an impressive average of approximately $28,080,000 in assets under management per investment advisor, exemplifying their commitment to handling substantial portfolios with utmost care and diligence. Macro Advisors, Inc. differentiates itself by offering a flexible compensation structure, including a percentage of assets under management and hourly charges, ensuring transparent and fair dealings with clients. Macro Advisors, Inc. has garnered substantial expertise in managing employer 401Ks and individual accounts, with these sources accounting for nearly half of their assets under management. Notably, an overwhelming 96% of the assets entrusted to them are managed on a discretionary basis, reflecting the high level of trust clients place in their expertise. In addition to their investment advisory services, Macro Advisors, Inc. also serves as an insurance broker or agent, providing clients with comprehensive coverage options to safeguard their financial well-being. Boasting a large and satisfied client base, Macro Advisors, Inc. serves over 510 individual clients, expertly managing a combined total of over $168,505,000 in assets. The firm takes pride in its long-tenured advisors, with Herman Dodson, Darshana Desai, and Jay Desai among the respected professionals who have played pivotal roles in the firm's success.

Zimmermann Investment Management & Planning LLC is a trusted investment advisory firm based out of New Cumberland, PA. With over 960 individual clients and an impressive $305,638,000 in assets under management, they have established themselves as a prominent player in the industry. Serving both employer 401K plans and individuals, over 80% of their assets are dedicated to managing these accounts. Zimmermann Investment Management & Planning LLC boasts a team of highly qualified professionals who excel in providing comprehensive investment advisory services. With a compensation structure that includes a percentage of assets under management and fixed fees, they offer flexible options to suit their clients' needs. With 94% of the assets they manage being discretionary, clients can trust their expertise in making informed investment decisions. The firm's commitment to excellence is reflected in their team of six dedicated employees, all of whom specialize in investment advisory services. On average, each investment advisor manages approximately $50,940,000 in assets, aligning with industry standards. Notably, the firm takes pride in the long-standing tenure of advisors such as George Kegerreis, Curt Zimmermann, and Kimberly Swope, who bring a wealth of experience and expertise to the table. Zimmermann Investment Management & Planning LLC continues to provide personalized and strategic investment solutions to help their clients achieve their financial goals. With their local presence and commitment to professionalism, they are a reliable choice for individuals and employers seeking expert guidance in wealth management and planning.

Rodgers & Associates is a reputable investment advisory firm based out of Lancaster, PA. With a dedicated team of 18 employees, including 12 investment advisors, they provide comprehensive financial services to a diverse clientele. On average, each investment advisor manages approximately $102,260,000 in assets under management, aligning with industry standards. The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexible approach ensures that clients can choose the most suitable payment method for their specific needs. With over 550 individual clients, Rodgers & Associates oversees a substantial portfolio of assets totaling more than $1,195,569,000. The majority of these assets are managed for high net worth individuals, highlighting the firm's expertise in catering to this particular market segment. While the firm primarily focuses on managing individual and 401K accounts, they also possess the capability to handle employer funds. Rodgers & Associates operates from a single office, firmly rooted in the local community of Lancaster, PA. The firm takes pride in its longstanding presence and has established a strong reputation for providing exceptional investment advisory services. Notably, Lita Pelko, Jessica Rodgers, and Rick Rodgers are among the firm's most experienced and dedicated advisors, contributing to its continued success. Through their commitment to personalized financial guidance and comprehensive wealth management, Rodgers & Associates has become a trusted partner for clients seeking expert advice and support in achieving their financial goals.

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.

Adare Asset Management, LLC is a small investment advisory firm based out of Lancaster, PA. With a single office, they specialize in providing investment advisory services. With a team of one total employee, they are committed to offering personalized and dedicated service to their clients. On average, each investment advisor at Adare Asset Management manages approximately $115,510,000 in assets under management, which aligns with the industry average. The firm's compensation structure comprises various types, including a percentage of assets under management. Notably, 92% of the assets they oversee are discretionary, demonstrating their expertise in making informed investment decisions. Adare Asset Management primarily caters to high-net-worth individuals, who entrust them with a significant portion of their wealth. Impressively, the firm currently manages assets valued at over $115,510,000 for more than ten individual clients. One of the longest-serving registered advisors at Adare Asset Management is Timothy Deery, who has been with the company since 2009. His extensive experience and tenure contribute to the firm's ability to provide consistent and reliable investment advice. Adare Asset Management, LLC stands as a trusted partner for individuals seeking comprehensive and tailored investment solutions in the Lancaster, PA area.