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.

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.

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.

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.

Summit Wealth And Retirement Partners, based out of Danville, CA, is a distinguished local investment advisory firm with a rich history of success. With over 160 individual clients and an impressive $642,043,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from five offices, Summit Wealth And Retirement Partners caters to a diverse range of clients, offering personalized financial solutions tailored to their unique needs. While their expertise extends beyond 401K and individual accounts, representing less than 30% of their assets under management, Summit Wealth And Retirement Partners possesses the proficiency to skillfully manage employer funds. Notably, 64% of the assets they manage are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. With a focus on high net worth individuals, Summit Wealth And Retirement Partners has attracted discerning clients seeking top-tier financial services. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with client objectives. Comprising a total of 12 employees, the firm boasts a team of seven dedicated investment advisors. On average, each advisor oversees approximately $91,720,000 in assets under management, which aligns with the industry average. Noteworthy among their ranks are esteemed advisors Robert Cucchiaro, Harold Porter, and Jennifer Butler, who bring extensive experience and expertise to the table. Summit Wealth And Retirement Partners exemplifies excellence in investment advisory services, delivering comprehensive financial solutions to their esteemed clientele and guiding them towards a secure and prosperous future.

Buttonwood Financial Advisors, Inc. is a renowned investment advisory firm based out of Baltimore, MD. With seven dedicated employees, their team consists of five experienced professionals who specialize in providing exceptional investment advisory services. Leveraging their expertise, they manage an impressive average of approximately $131,130,000 in assets under management per investment advisor, which surpasses the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring a client-focused approach. With over 190 individual clients, Buttonwood Financial Advisors, Inc. oversees an impressive portfolio totaling over $203,231,000 in assets under management. A significant portion of these assets is entrusted by high-net-worth individuals, reflecting the firm's ability to cater to the unique needs of affluent clients. While the management of 401K and individual accounts constitutes less than 30% of their assets under management, Buttonwood Financial Advisors, Inc. possesses the capability to effectively handle employer funds. Notably, an outstanding 94% of the assets they manage are under discretionary authority, providing clients with a seamless investment experience. Operating from their offices in Baltimore, MD, Buttonwood Financial Advisors, Inc. serves as a trusted local partner for their diverse client base. The firm boasts a team of accomplished professionals, including Alexandra Stewart, Jeffrey Malcom, and Damian Gallina, who have demonstrated long-term dedication to delivering exceptional financial advice and guidance. With a strong reputation for excellence and a commitment to client success, Buttonwood Financial Advisors, Inc. stands as a premier choice for individuals and institutions seeking comprehensive and tailored investment solutions in the Baltimore area.

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.

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.

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.