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- Custodian
- Altruist ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-04-2020
- Office Locations
- 1
Office Locations
About CGI Wealth Advisors, Inc.
Founded in 1986, CGI Wealth Advisors (Conestoga) is an independent Pennsylvania firm serving small businesses and individuals with investment advice, personal wealth management, group insurance, and employee benefits. They emphasize objective, transparent product selection and ongoing due diligence, using Morningstar Direct for research and Black Diamond for performance reporting, with optional HR and healthcare advocacy support via Mineral and Personify.
Reported data analysis
What the numbers show
Between January 21, 2025 and March 31, 2026, reported AUM increased 17.8%, from $109.9M to $129.4M.
Across 5 reported observations, AUM increased 24.0% between March 31, 2022 and March 31, 2026, from $104.4M to $129.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 124 clients, or 62 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full CGI Wealth Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
VANCE BRADLEY PALMER
Chief Compliance Officer, President, Vice President
- CRD
- #708148
- Ownership
- 75% or more
AARON JOHN HARKEN
President
- CRD
- #2777443
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,392,723 | $1,069,361 |
| Non-Discretionary | $0 | -- |
| Total | $129,392,723 | $1,069,361 |
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Separately Managed Accounts
SMA allocation detail is available
CGI Wealth Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.