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.

Lifeguide Financial Advisors, LLC is a reputable investment advisory firm based out of Mechanicsburg, PA. With two offices in the area, Lifeguide Financial Advisors provides comprehensive financial services to individuals and businesses alike. Committed to delivering personalized guidance, they have a dedicated team of 21 experienced professionals, 11 of whom specialize in investment advisory services. With an impressive track record, Lifeguide Financial Advisors manages an average of $28,670,000 in assets under management per investment advisor. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, they excel in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. This expertise has earned them a strong reputation in the field. Lifeguide Financial Advisors oversees a substantial portfolio, with over $315,348,000 in assets under management, serving more than 770 individual clients. Their success can be attributed, in part, to the wealth of experience within the firm. Notable advisors such as Douglas Denlinger, Derek Mosley, and David Lutz have been with the company for an extended period, bringing their extensive knowledge and insights to clients' financial journeys. With a focus on discretion and tailored strategies, Lifeguide Financial Advisors ensures that 99% of the assets they manage are discretionary, enabling clients to trust their expertise. As a local financial advisory firm, Lifeguide Financial Advisors, LLC stands as a reliable and respected partner for individuals and businesses seeking sound investment guidance in the Mechanicsburg, PA area.

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.

Financial Advisory Services, LLC is a small investment advisory firm based out of Hanover, PA, with three offices. With a total of two employees, the firm specializes in providing comprehensive financial guidance and investment advisory services to a diverse client base. Their team of dedicated professionals possesses extensive knowledge and experience in the financial industry, offering personalized solutions to help clients achieve their financial goals. The firm's investment advisors manage an impressive average of approximately $41,470,000 in assets under management, showcasing their expertise in handling significant portfolios. Financial Advisory Services, LLC serves over 240 individual clients, with a remarkable $173,613,000 in assets under management. Their client base includes a wide range of investors, and they have gained a strong reputation for their proficiency in managing assets from employer 401Ks and individual accounts. The firm's compensation structure is flexible, incorporating various methods such as a percentage of assets under management and hourly charges. This adaptability allows clients to choose the most suitable payment method for their individual needs. Sean Huston and Ryan Fox are two of the longest tenured registered advisors at Financial Advisory Services, LLC. Their tenure and expertise demonstrate the firm's commitment to maintaining a team of seasoned professionals dedicated to providing excellent financial guidance. As a discretionary investment advisory firm, Financial Advisory Services, LLC maintains full authority to make investment decisions on behalf of their clients. This autonomy enables them to implement strategies and execute trades efficiently, aligned with each client's unique financial objectives. With their exceptional track record and commitment to client success, Financial Advisory Services, LLC continues to be a trusted partner for individuals seeking reliable and expert financial advice.

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.

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.

Guardian Asset Advisors, LLC, based out of Mechanicsburg, PA, is a well-established local investment advisory firm with a strong presence in the financial industry. With over 1,070 individual clients, they manage an impressive $163,862,000 in assets. The firm operates from five offices strategically located to better serve their diverse client base. As specialists in employer 401Ks and individual investment strategies, Guardian Asset Advisors, LLC possesses extensive expertise in this area. Their track record of success and a high percentage of discretionary assets under management, amounting to 98%, demonstrate their ability to provide effective financial solutions tailored to clients' needs. The compensation structure offered by Guardian Asset Advisors, LLC is designed to accommodate various client preferences. They provide options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their services. The firm employs a team of seven highly skilled professionals, all dedicated to delivering top-notch investment advisory services. On average, each investment advisor manages approximately $23,410,000 in assets, exemplifying their commitment to providing personalized attention to clients. Guardian Asset Advisors, LLC takes pride in its experienced staff, with Jason Giordano, John Kirschner, and David Noggle among the longest-tenured advisors. Their extensive knowledge and dedication contribute to the firm's stellar reputation and the continued satisfaction of their valued clientele.

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.