McClarren Financial Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
McClarren Financial Advisors reports 267 clients. They include 159 high-net-worth individuals and 108 individual clients. Of its assets, 89.0% ($403M across 1,664 accounts) are managed with discretion; $50M across 55 accounts are not. It advised 16 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | 14% |
| High-net-worth individuals | 60% | 86% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 108 | $62.6M | 13.8% | $580K |
| High-net-worth individuals | 159 | $390M | 86.2% | $2.46M |
| Total | 267 | $453M | 100% | $1.7M |
- Clients
- 108
- Regulatory AUM
- $62.6M
- AUM share
- 13.8%
- Avg. per client
- $580K
- Clients
- 159
- Regulatory AUM
- $390M
- AUM share
- 86.2%
- Avg. per client
- $2.46M
Total
- Clients
- 267
- Regulatory AUM
- $453M
- AUM share
- 100%
- Avg. per client
- $1.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 16
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
McClarren Financial Advisors is paid through hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Gregory Reeder owns 25% to 50% of McClarren Financial Advisors. The leadership team of McClarren Financial Advisors includes President Brandon Redmond and Chief Compliance Officer Jennifer Anderson. It has 9 employees, 8 of them in advisory roles.
Staff
- 9 employees
- 8 in advisory functions
- 8 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of McClarren Financial Advisors, Inc.
Gregory Reeder
Control person · since February 2017
- Owns 25% to 50% of McClarren Financial Advisors, Inc.
Brandon Redmond
Control person · since January 2021
- Owns 10% to 25% of McClarren Financial Advisors, Inc.
Jennifer Anderson
Control person · since February 2017
- Owns 10% to 25% of McClarren Financial Advisors, Inc.
Joshua Purdy
since January 2023
- Owns 5% to 10% of McClarren Financial Advisors, Inc.
Alexis Cunningham
since January 2026
McClarren Financial Advisors’ regulatory assets grew 1.8× from $248M (May 2021) to $453M (April 2026); clients rose from 218 to 267 and employees from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $453M | 267 | 9 | 3 |
| Jul 2025July 2025 | $417M | 264 | 9 | 2 |
| Jul 2024July 2024 | $342M | 265 | 9 | 2 |
| Jan 2023January 2023 | $278M | 245 | 7 | 2 |
| Jan 2022January 2022 | $291M | 240 | 7 | 2 |
| May 2021May 2021 | $248M | 218 | 6 | 2 |
Besides its headquarters, McClarren Financial Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses in 1 state.
Pennsylvania · 2 listed addresses
- 270 Walker Drive, #200, State CollegeHQ
- 2001 N Front St, Harrisburg
Contact and registration details
- Legal name
- McClarren Financial Advisors, Inc.
- Headquarters
- 270 Walker Drive, #200, State College, PA 16801
- Website
- mcclarren.com
- Phone
- 814-235-1940
- SEC file
- 801-119274
- Founded
- 1999
- Structure
- Pennsylvania other (specify)
- Fiscal year end
- December
McClarren Financial Advisors’ named custodians for separately managed accounts are Charles Schwab ($238M, 53%), Fidelity ($149M, 33%) and Tiaa-Cref Individual & Institutional Services ($66M, 15%). McClarren Financial Advisors has custody of $6.49M for 42 clients.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $238M53%
- Tiaa-Cref Individual & Institutional ServicesTiaa-Cref Individual & Institutional Services, LLC · New York, NY · $66M15%
- FidelityFidelity Distributors Company LLC · Boston, MA · $149M33%
At year end, McClarren Financial Advisors’ separately managed accounts were largely in funds (39%) and stocks (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $193M across 85 positions; the largest are Vanguard Index Fds (10.8%), Vanguard Index Fds (8.7%) and Vanguard BD Index Fds (8.5%).
What the accounts hold
- Stocks35%
- Funds39%
- Bonds21%
- State and local bonds8%
- Investment grade corporate bonds7%
- U.S. government and agency bonds6%
- Cash5%
How many clients does McClarren Financial Advisors have?
McClarren Financial Advisors has 267 clients and manages $453 million for them, as of April 2026. They include 159 high-net-worth individuals and 108 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 April 2026
What services does McClarren Financial Advisors offer?
McClarren Financial Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does McClarren Financial Advisors use?
McClarren Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $238M, Fidelity Distributors Company LLC (Boston, MA), with $149M and Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $66M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 April 2026
How many financial advisors does McClarren Financial Advisors have?
McClarren Financial Advisors has 8 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does McClarren Financial Advisors invest in?
At the end of its last fiscal year, McClarren Financial Advisors’ separately managed accounts held 39% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 8% state and local bonds, 7% investment grade corporate bonds, 6% U.S. government and agency bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns McClarren Financial Advisors?
McClarren Financial Advisors’ direct owners are Gregory Reeder, Jennifer Anderson, Brandon Redmond, Joshua Purdy and Alexis Cunningham, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 21 April 2026
How does McClarren Financial Advisors get paid?
McClarren Financial Advisors is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact McClarren Financial Advisors?
McClarren Financial Advisors’ main office is at 270 Walker Drive, #200, State College, PA 16801. Its phone number is 814-235-1940. Its website is mcclarren.com.
