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
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in State College, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in State College, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in State College, Pennsylvania have an average of 36 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
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 | $2,014,773,022 | 8080 | A Percentage of AUM, Hourly charges, Fixed Fees |
ABUNDANCE WEALTH COUNSELORS, LLC 232 Regent Court, State College, PA, 16801 | 111740 | $1,068,883,279 | 1476 | A Percentage of AUM, Fixed Fees |
MCCLARREN FINANCIAL ADVISORS 1364 South Atherton Street, State College, PA, 16801 | 122147 | $278,111,765 | 1082 | Hourly charges, Fixed Fees |
FINANCIAL ABUNDANCE, INC. 2134 Sandy Drive, Suite One State College, PA, 16803 | 143300 | $178,525,905 | 1326 | A Percentage of AUM, Fixed Fees, Other (CO-ADVISOR) |
INVESTED ADVISORS 366 Walker Drive, Suite 370 State College, PA, 16801 | 311243 | $167,913,275 | 496 | A Percentage of AUM, Hourly charges, Fixed Fees |
NESTLERODE & LOY, INC. 110 Regent Court, Suite 202, State College, PA, 16801 | 2907 | $144,078,779 | 549 | A Percentage of AUM, Hourly charges |
TLC GROUP INVESTMENT ADVISORS, LLC 270 Walker Drive, Suite 200nw State College, PA, 16801 | 137814 | $115,061,924 | 339 | A Percentage of AUM |
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