Conrad Siegel Investment Advisors

RIASEC Registered

Total AUM

$12.1B

Discretionary

$4.1B

34% of AUM

Avg account

$10M

Accounts

1,218

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 Plans83.14%
HNWI6.37%
State / Municipal Government4.64%
Charitable Organizations3.22%
Individuals1.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Conrad Siegel Investment Advisors is an independent registered investment adviser that has been SEC-registered since 2003. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm notes affiliation with pension consulting activities. The firm does not classify itself as a capital allocator and identifies as a non-ESG active investor. Conrad Siegel has received multiple industry recognitions over recent years, including appearances on CNBC’s Top 100 Financial Advisory Firms lists (2019, 2020, 2022, 2025) and placement on Forbes and FA Magazine lists of top RIA firms (Forbes 2022–2024; FA Magazine 2020).