Adviser Record

Investment advisers in State College, PA

6 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in PA

FirmAssetsEmployeesDisclosures
Vicus Capital, Inc.$2.99 billion841
Abundance Wealth Counselors, LLC$1.56 billion300
Mcclarren Financial Advisors$453.0 million90
Invested Advisors$268.3 million50
Nestlerode & Loy, Inc.$199.1 million40
Tlc Group Investment Advisors, LLC$168.4 million60