The Friendly Fiduciaries
It’s not just talk, it’s who we are. Trusted financial advisors that
care about you.
$7.7 Billion
Assets Under Management
100% Fiduciaries
Fee-For-Service Structure
America’s Top RIAs
Top 100 RIAs
2022 Forbes
Top 100
Financial Advisor
2023 CNBC
Our Assets Under Management presented as of June 30, 2023. Award information and criteria can be found at conradsiegel.com/csia-disclosure
Financial experts who help build great life stories
Conrad Siegel Investment Advisors has earned a reputation built around a passion for finance and helping families build their futures to create the life stories they envision. We grew our firm around exceptionally-skilled, caring people with a no-nonsense approach to investing for the long-term, guided by the very values and integrity set forth by Connie Siegel over 60 years ago. We put our clients’ stories central to our work and make their goals our own.
Get to know our team and the individuals that make up our investment family
Meet the TeamWe've earned our reputation with stats to back it up
-
Fee-for-service
Transparent costs, no commissions or hidden fees -
Fiduciary responsibility
SEC-registered, held to the highest standard of integrity -
Independent advisors
Driven by doing the right thing, not sales quotas -
Personal management
Limited clients per adviser, focused on you -
Local, accessible team
Always available to keep you informed
Our firm has been in existence since 2002 and manages $7.7 billion in assets.
A team of highly credentialed professionals under one roof, that bring a broad level of investment and financial planning experience.
We rigorously research the markets to minimize risk.
Recognized thought leaders
Offering unbiased financial education and resources to the community is an important way to give back. Our passion for sharing our expertise with others has earned our team frequent invitations to share their perspectives in local news segments, popular newspapers, and financial publications.
A more personal approach to investing
We believe doing the best work for our clients requires a true partnership built on honesty and trust. We provide straight-forward, objective advice so we can make the best decisions together and our fee structure is 100% transparent with no hidden costs. We even limit the number of clients we work with so we can provide personalized attention to each and every portfolio. Get to know us and see what we can do together.