Firms by city
Registered investment advisers in State College, PA
6 SEC-registered advisers headquartered in State College, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Vicus Capital | State College, PA | $2.99B |
| Abundance Wealth Counselors | State College, PA | $1.56B |
| McClarren Financial Advisors | State College, PA | $453M |
| Kristen E. Coombs | State College, PA | $268M |
| Nestlerode & Loy | State College, PA | $199M |
| TLC Group Investment Advisors | State College, PA | $168M |
- Headquarters
- State College, PA
- Regulatory AUM
- $2.99B
- Headquarters
- State College, PA
- Regulatory AUM
- $1.56B
- Headquarters
- State College, PA
- Regulatory AUM
- $453M
- Headquarters
- State College, PA
- Regulatory AUM
- $268M
- Headquarters
- State College, PA
- Regulatory AUM
- $199M
- Headquarters
- State College, PA
- Regulatory AUM
- $168M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in State College on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.