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Find Best Financial Advisors in State College, Pennsylvania

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in State College is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in State College & pick the one as per your needs

How To Find Best Financial Advisors & Planners in State College?

Looking for a qualified financial advisor in State College? We can help you by narrowing down your options & listing the best financial advisors in State College as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in State College near you with the list of certified and vetted State College financial advisors.

List of Qualified Financial Advisors in State College, Pennsylvania

Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
VICUS CAPITAL, INC.
476 Rolling Ridge Drive, Suite 315 State College, PA 16801
116021 $2,320,184,392 7370 A percentage of AUM
Hourly charges
Fixed fees
ABUNDANCE WEALTH COUNSELORS, LLC
232 Regent Court, State College, PA 16801
111740 $1,109,254,723 1310 A percentage of AUM
Fixed fees
MCCLARREN FINANCIAL ADVISORS
1364 South Atherton Street, State College, PA 16801
122147 $291,390,000 987 Hourly charges
Fixed fees
INVESTED ADVISORS
366 Walker Drive, Suite 370 State College, PA 16801
311243 $194,576,201 434 A percentage of AUM
Hourly charges
Fixed fees
NESTLERODE & LOY, INC.
110 Regent Court, Suite 202, State College, PA 16801
2907 $167,345,880 520 A percentage of AUM
Hourly charges
FINANCIAL ABUNDANCE, INC.
2134 Sandy Drive, Suite One State College, PA 16803
143300 $161,991,842 1087 A percentage of AUM
Fixed fees
Other (CO-ADVISOR)
TLC GROUP INVESTMENT ADVISORS, LLC
270 Walker Drive, Suite 200nw State College, PA 16801
137814 $122,704,145 295 A percentage of AUM

Additional Financial Advisors in Pennsylvania

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Amy Sanor Gavlock
Inquire with Amy
1450 Martin St, State College, PA 16803 814-808-4750
Janet Palmatier
Inquire with Janet
1450 Martin St, State College, PA 16803 814-808-4750
PFG Wealth Planning Group, LLC
Inquire with PFG
476 Rolling Ridge Drive, Suite 333 State College, PA 16801 814-238-0544
W Robert Waldeisen
Inquire with W
720 South Atherton Street, First Floor State College, PA 16801 814-861-1705
Edward E Washell
Inquire with Edward
720 South Atherton Street, First Floor State College, PA 16801 814-861-1718
Becky Stevens
Inquire with Becky
720 South Atherton Street, First Floor State College, PA 16801 814-861-1715
The Atherton Centre Group
Inquire with Atherton
720 South Atherton Street, First Floor State College, PA 16801 814-861-1700
Craig Wallace
Inquire with Craig
1248 S Atherton St, State College, PA 16801 814-234-6337
David C Whiteman
Inquire with David
2134 Sandy Dr, Ste 8 State College, PA 16803 814-237-4500
Trish Zapsky
Inquire with Trish
2134 Sandy Dr, Ste 8 State College, PA 16803 814-237-4500

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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