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.

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.

Chesapeake Financial Advisors, based out of Towson, MD, is a prominent local investment advisory firm with a strong reputation in the industry. With a total of 14 dedicated employees, they specialize in providing comprehensive investment advisory services to their valued clients. Notably, 11 of their team members are highly skilled investment advisors who offer expert guidance and tailored financial solutions. Chesapeake Financial Advisors manages an impressive average of approximately $362,830,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' financial goals. With over 310 individual clients, Chesapeake Financial Advisors oversees a substantial portfolio of assets under management totaling more than $245,491,000. Notably, their expertise extends to managing employer 401Ks and individual investments, which together account for around half of their assets under management. This demonstrates their considerable experience and success in this space. Remarkably, 98% of the assets Chesapeake Financial Advisors manages are discretionary, allowing them to make well-informed decisions on behalf of their clients. Operating from four strategically located offices, this local firm serves the community with dedication and accessibility. Chesapeake Financial Advisors takes pride in its team of highly experienced professionals. Noteworthy among them are Craig Pohl, Thomas Taylor, and Matthew Kline, who boast some of the longest tenures at the firm. Their expertise, combined with the collective knowledge and commitment of the entire team, positions Chesapeake Financial Advisors as a trusted and reliable partner in helping clients achieve their financial objectives.

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.

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.

American Financial Management Ltd, headquartered in Hunt Valley, MD, is a reputable investment advisory firm catering to a diverse clientele. With over 330 individual clients and more than $38,196,000 in assets under management, they possess a strong track record in handling investment portfolios. Specializing in managing employer 401K plans and individual assets, American Financial Management Ltd excels in providing comprehensive financial solutions. Their expertise and experience enable them to effectively guide employers and employees in maximizing the potential of their retirement savings. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring flexibility and tailored approaches to meet their clients' specific needs. With a highly qualified team of investment advisors, American Financial Management Ltd is well-equipped to handle their clients' financial goals. Their one office location allows for personalized attention and efficient communication, ensuring a close working relationship with their clients. Peter Marshall and Howard Dobson, both registered advisors with extensive tenure, exemplify the firm's commitment to providing knowledgeable and experienced guidance. Their collective expertise, alongside the rest of the dedicated team, contributes to the firm's success in delivering superior investment advisory services. As a discretionary asset manager, American Financial Management Ltd takes pride in its commitment to acting in the best interests of their clients. With an average of approximately $38,200,000 in assets under management per investment advisor, the firm maintains a strong focus on providing exceptional service and fostering long-term financial growth for their clients.

Lountzis Asset Management, LLC is a reputable investment advisory firm headquartered in Wyomissing, PA, with two offices serving a diverse client base. With a team of six dedicated professionals, including two experienced investment advisors, the firm delivers exceptional financial services to high net worth individuals. Demonstrating their expertise, Lountzis Asset Management boasts an impressive average of approximately $207,660,000 in assets under management per investment advisor, surpassing industry standards. Committed to providing personalized investment strategies, Lountzis Asset Management structures its compensation to align with client success. Their compensation model incorporates various types, such as a percentage of assets under management, ensuring a shared interest in achieving favorable outcomes. As a discretionary asset manager, the firm has full authority over managing 100% of their clients' assets, granting them the flexibility to make informed decisions on their behalf. With a robust client portfolio, Lountzis Asset Management caters to over 60 individual clients, expertly managing assets worth an impressive $415,329,000. Apostolos Paul Lountzis and Zachary Lountzis stand as distinguished registered advisors, each boasting extensive tenure with the firm. Their wealth of experience and dedication to client satisfaction contribute to the firm's outstanding reputation and continued success. Lountzis Asset Management, LLC embodies a commitment to excellence, delivering comprehensive investment advisory services to their esteemed clientele. With a strong track record of managing substantial assets, the firm is a trusted partner for individuals seeking exceptional financial guidance and wealth management strategies.

WALSKY INVESTMENT MANAGEMENT INC: Providing Exceptional Investment Advisory Services in Wyomissing, PA Walsky Investment Management Inc, based out of Wyomissing, PA, is a small investment advisory firm dedicated to delivering exceptional financial guidance. With over two decades of experience, they have established themselves as trusted advisors in the industry. Their team consists of two highly skilled professionals who specialize in offering comprehensive investment advisory services to a diverse range of clients. With an impressive average of approximately $6,606,520,000 in assets under management per investment advisor, Walsky Investment Management Inc surpasses the industry average, demonstrating their expertise in managing substantial portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. Catering to over 70 individual clients, Walsky Investment Management Inc manages assets exceeding $110,826,000. While the majority of their assets under management are for high net worth individuals, they also have the capabilities to oversee employer funds. Remarkably, 100% of the assets they handle are managed on a discretionary basis, showcasing their clients' trust in their decision-making abilities. Walsky Investment Management Inc operates from a single office location in Wyomissing, PA. Two of the longest-tenured registered advisors with the firm, Elizabeth Ward and Craig Hafer, bring a wealth of experience to the team. Their commitment to personalized service and strategic investment planning sets them apart in the industry. As Walsky Investment Management Inc continues to grow and provide exceptional financial guidance, they remain dedicated to helping clients achieve their long-term financial objectives. With their proven track record and client-centric approach, they are poised to make a lasting impact in the field of investment management.

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.

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.