Top Financial Advisors in State College, Pennsylvania
Finding the right financial advisor in State College is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in State College, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in State College, PA.
Find the Best Financial Advisor Firms in State College:
VICUS CAPITAL, INC.
CRD#: 116021
Address: 476 Rolling Ridge Drive Suite 315, State College, PA 16801
Clients: 3,681
Average Clients per Advisor: 42
AUM: $ 2.0B
ABUNDANCE WEALTH COUNSELORS, LLC
CRD#: 111740
Address: 232 Regent Court, State College, PA 16801
Clients: 231
Average Clients per Advisor: 25
AUM: $ 1.1B
MCCLARREN FINANCIAL ADVISORS
CRD#: 122147
Address: 1364 South Atherton Street, State College, PA 16801
Clients: 155
Average Clients per Advisor: 22
AUM: $ 278M
FINANCIAL ABUNDANCE, INC.
CRD#: 143300
Address: 2134 Sandy Drive Suite One, State College, PA 16803
Clients: 358
Average Clients per Advisor: 119
AUM: $ 179M
KRISTEN E. COOMBS LLC
CRD#: 311243
Address: 366 Walker Drive Suite 370, State College, PA 16801
Clients: 167
Average Clients per Advisor: 83
AUM: $ 168M
NESTLERODE & LOY, INC.
CRD#: 2907
Address: 110 Regent Court Suite 202, State College, PA 16801
Clients: 221
In Business for: 60 Years
Average Clients per Advisor: 221
AUM: $ 144M
Disclosures: 1
How We Chose the Top Financial Advisors in State College, Pennsylvania
To create this list of top financial advisor firms in State College, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors State College has to offer.
Search Financial Advisors in State College, Pennsylvania
Todd Michael Rishel
Registered Affiliation(s):LPL FINANCIAL LLC
James Rex Naylor
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Joseph Karchner
Registered Affiliation(s):MARINER WEALTH ADVISORS
Matthew Shetler
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tom M. Thomas
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Matthew Robert Gaul
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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