Conrad Siegel Investment Advisors

RIASEC RegisteredEst. 2003

Total AUM

$10.1B

Discretionary

$3.4B

34% of AUM

Avg account

$9.3M

Accounts

1,085

Employees

Advisory reps

Firm details

Headquarters: Harrisburg, Pennsylvania
CRD number: 123560
Registered since: November 14, 2003
Website: conradsiegel.com
Custodians: TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., EMPOWER ADVISORY GROUP
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans83.57%
HNWI6.39%
State / Municipal Government4.54%
Charitable Organizations2.92%
Individuals1.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Conrad Siegel Investment Advisors is an independent, SEC-registered registered investment adviser that provides financial planning and portfolio management for individuals, small businesses, and institutions. The firm has been registered since 2003 and serves both individual & family and institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm’s advisory services explicitly list financial planning and portfolio management for individuals/small businesses and for businesses or institutions. The firm is not identified as an active ESG investor and is not set up as a multi-state adviser in the snapshot provided. The firm has received recurring industry recognition, including placements on CNBC’s Top 100 Financial Advisory Firms list (2019, 2020, 2022, 2025), and mentions in FA Magazine and Forbes across multiple years (FA Magazine 2020; Forbes 2022, 2023, 2024).