Financial advisers in State College, PA
6 registered investment adviser firms in State College managing $5.6B in assets, based on public SEC Form ADV filings.
Vicus Capital, INC.
State College, PA · Est. 2001
National
- AUM
- $3.0B
- Per adviser
- $36M
- Advisers
- 84
Abundance Wealth Counselors, LLC
State College, PA · Est. 2001
LocalInternational
- AUM
- $1.6B
- Per adviser
- $130M
- Advisers
- 12
No reported disclosures
Mcclarren Financial Advisors
State College, PA · Est. 2020
Local
- AUM
- $453M
- Per adviser
- $57M
- Advisers
- 8
No reported disclosures
Invested Advisors
State College, PA · Est. 2020
Regional
- AUM
- $268M
- Per adviser
- $134M
- Advisers
- 2
No reported disclosures
Nestlerode & Loy, INC.
State College, PA · Est. 2018
LocalInternational
- AUM
- $199M
- Per adviser
- $100M
- Advisers
- 2
No reported disclosures
Tlc Group Investment Advisors, LLC
State College, PA · Est. 2021
LocalInternational
- AUM
- $168M
- Per adviser
- $84M
- Advisers
- 2
No reported disclosures