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.

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.

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.

&Wealth Partners is a small investment advisory firm based out of Baltimore, MD, specializing in providing comprehensive wealth management services to high net worth individuals. With over 30 individual clients, the firm manages a substantial $320,870,000 in assets. Known for their personalized approach, &Wealth Partners takes pride in tailoring investment strategies to meet each client's unique financial goals and risk tolerance. The firm operates from two offices, strategically positioned to serve their growing client base. Their team of two dedicated employees comprises highly skilled investment advisors who offer expert guidance and advice. With an average of $160,440,000 in assets under management per advisor, &Wealth Partners stands out for its impressive performance compared to industry standards. A significant portion of the firm's assets, accounting for 54%, is managed on a discretionary basis. This discretionary approach allows their clients to benefit from the firm's expertise and timely decision-making, freeing them from the day-to-day investment decisions. &Wealth Partners is committed to transparency and provides multiple compensation options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have flexibility in selecting the payment structure that aligns with their preferences. Among the notable advisors at &Wealth Partners, Mary Makowske, Natalie Sherman, and Dorie Fain have demonstrated exceptional tenure and expertise. Their experience contributes to the firm's strong reputation and track record of delivering outstanding results for their clients. With a focus on building long-term relationships, &Wealth Partners continues to serve as a trusted partner in helping clients achieve their financial objectives.

The Marshall Financial Group LLC, headquartered in Hunt Valley, MD, is a prominent investment advisory firm with a solid track record and a strong presence in the financial services industry. With over 460 individual clients and an impressive $380,683,000 in assets under management, they are committed to delivering exceptional financial solutions tailored to their clients' unique needs. Operating from a single office, The Marshall Financial Group LLC serves a diverse range of clients, including employer 401Ks and individual investors. They possess extensive expertise in managing these assets, accounting for approximately half of their total assets under management. Notably, an impressive 97% of the assets they oversee are discretionary, showcasing their clients' trust and confidence in their investment strategies. The firm's compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with their clients' financial goals. With a team of eight dedicated professionals, all equipped to provide investment advisory services, The Marshall Financial Group LLC maintains a personalized approach to client relationships. The average assets under management per investment advisor amount to approximately $47,590,000, reflecting the firm's commitment to delivering attentive and focused guidance. The Marshall Financial Group LLC prides itself on its experienced team, boasting long-tenured advisors such as Thomas Mcandrew, Andrew Hasz, and Agostino Pugliese, who bring extensive industry knowledge and expertise to the table. Overall, The Marshall Financial Group LLC distinguishes itself as a reputable and trusted investment advisory firm, combining deep industry insights, a diverse client base, and a commitment to delivering exceptional financial services tailored to each client's unique goals and aspirations.

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.

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.

Lombard Advisers Incorporated, a regional investment advisory firm headquartered in Baltimore, MD, serves a diverse clientele of over 730 individuals, entrusting them with a substantial $257,682,000 in assets under management. With an extensive network of 22 offices, Lombard Advisers has established a strong regional presence in the financial industry. Known for their expertise in managing employer 401Ks and individual accounts, Lombard Advisers handles approximately half of their asset portfolio in this area, showcasing their proficiency and experience. Impressively, 51% of the assets they manage are discretionary, reflecting their commitment to tailoring investment strategies to meet client objectives. Lombard Advisers' compensation structure offers clients flexibility and transparency. Among the options available, clients can choose to pay a percentage of assets under management, ensuring alignment of interests between the firm and its clients. The firm boasts a dedicated team of 43 employees, with 32 professionals specializing in investment advisory services. On average, each investment advisor manages approximately $8,050,000 in assets under management, attesting to their ability to provide individualized attention and effective portfolio management. Notably, Lombard Advisers prides itself on retaining seasoned advisors, such as Ruth Jones, Steven Switlick, and Edwin Reynolds, who have been instrumental in providing insightful guidance to their clients over the years. Lombard Advisers Incorporated continues to be a trusted partner in the financial industry, leveraging their regional expertise, comprehensive services, and a team of experienced professionals to help clients navigate the complexities of investing and achieve their financial goals.

WBH Advisory, Inc. is a reputable local investment advisory firm headquartered in Baltimore, MD. With an extensive network of 7 offices, WBH Advisory, Inc. serves a diverse clientele in the Mid-Atlantic region. The firm prides itself on its team of 13 highly skilled professionals, nearly all of whom are dedicated to providing comprehensive investment advisory services. On average, each investment advisor at WBH Advisory, Inc. oversees approximately $92,550,000 in assets under management, which aligns with the industry average. The firm offers a flexible compensation structure, including various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. While 401K and individual accounts make up less than 30% of their assets under management, WBH Advisory, Inc. possesses the expertise to manage employer funds. All of the assets managed by WBH Advisory, Inc. are discretionary, demonstrating their commitment to making informed investment decisions on behalf of their clients. The firm primarily serves high-net-worth individuals, managing a substantial client base of over 460 individuals who collectively entrust the firm with over $1,110,611,000 in assets. WBH Advisory, Inc. boasts a team of seasoned advisors, including Robert Willen, Marc Hertzberg, and John Ciccarone, who have demonstrated their dedication and expertise over many years. With a strong presence in Baltimore and its surrounding areas, WBH Advisory, Inc. continues to deliver tailored investment advisory services, helping clients achieve their financial goals with confidence and peace of mind.

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.