Kuntz Lesher Capital Named to CNBC “Top 100” List

Kuntz Lesher Capital LLC (KLC), an independent investment advisory firm located in Lancaster, Pa., has been recognized again by CNBC as one of the nation’s “Top 100 Fee-Only Wealth Management Firms.” KLC is a wholly-owned subsidiary of Lancaster, Pa.-based Reinsel Kuntz Lesher LLP (FY13 net revenue of $45.2 million). KLC is the only Central Pennsylvania firm included in the “Top 100,” coming in at number 73.

CNBC ranked KLC and the other “Top 100” firms using its proprietary formula, which considers factors like assets under management; staff with professional designations (Certified Financial Planner or Chartered Financial Analysts); working with third-party professionals such as attorneys or CPAs; average account size; growth of assets; years in business; number of advisory clients; and providing advice on insurance solutions.

“This recognition shows that KLC can stand alongside firms from larger metropolitan areas and deliver high-quality investment advisory services right here in Central Pennsylvania,” says RKL CEO Edward Monborne. “We’re proud that KLC has been included in each of the past two years CNBC has been issuing this list, and we intend to build upon this success on behalf of our clients.”

KLC’s continued growth propelled it onto the “Top 100” list for the second straight year. For the last six years, KLC’s assets under management grew by an annual average of more than 21%.