Top 5 financial advisor firms in State College

5 SEC-registered financial advisor firms are headquartered in State College, PA, with $2.65B in combined regulatory assets under management. The largest by assets are Abundance Wealth Counselors ($1.56B), McClarren Financial Advisors ($453M) and Kristen E. Coombs ($268M).

5
Financial advisor firms: $2.65B
Their combined AUM: $268M
Median firm AUM: 1,536
Clients of the top 5

The 5 largest by assets

1
Abundance Wealth Counselors
RIA
$1.56B
Regulatory AUM
2
McClarren Financial Advisors
RIA
$453M
Regulatory AUM
3
Kristen E. Coombs
RIA
$268M
Regulatory AUM
4
Nestlerode & Loy
RIA
$199M
0.60% to 1.50% a year
5
TLC Group Investment Advisors
RIA
$168M
Regulatory AUM

Profiles of the top 5

No. 1 · RIA

Abundance Wealth Counselors

Abundance Wealth Counselors is an investment adviser based in State College, PA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $1.56 billion, as filed on 1 October 2026.

Regulatory AUM: $1.56B
Clients: 511
Advisory staff: 12
Custodians: Fidelity
Headquarters: 232 Regent Court, State College, PA 16801
Phone: 814-861-3810
Website: abundancellc.com

No. 2 · RIA

McClarren Financial Advisors

McClarren Financial Advisors is an investment adviser based in State College, PA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $453 million, as filed on 21 April 2026.

Regulatory AUM: $453M
Clients: 267
Advisory staff: 8
Founded: 1999
Custodians: Charles Schwab, Tiaa-Cref Individual & Institutional Services, Fidelity
Headquarters: 270 Walker Drive, #200, State College, PA 16801
Phone: 814-235-1940
Website: mcclarren.com

No. 3 · RIA

Kristen E. Coombs

Kristen E. Coombs is an investment adviser based in State College, PA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $268 million, as filed on 13 May 2026.

Regulatory AUM: $268M
Clients: 283
Advisory staff: 2
Founded: 2020
Custodians: Fidelity, Capital Client Group
Headquarters: 366 Walker Drive, Suite 370, State College, PA 16801
Phone: 814-235-2703
Website: weareinvested.com

No. 4 · RIA

Nestlerode & Loy

Nestlerode & Loy is an investment adviser based in State College, PA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $199 million, as filed on 23 December 2025.

Nestlerode & Loy charges 0.60%–1.50% a year for its Investment Advisory Services.

Regulatory AUM: $199M
Clients: 270
Advisory staff: 2
Fee schedule: 0.60% to 1.50% a year
Headquarters: 110 Regent Court, Suite 202, State College, PA 16801
Phone: 814-238-6249
Website: nlinvestmentadvisors.com

No. 5 · RIA

TLC Group Investment Advisors

TLC Group Investment Advisors is an investment adviser based in State College, PA, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $168 million, as filed on 16 March 2026.

Regulatory AUM: $168M
Clients: 205
Advisory staff: 2
Custodians: Fidelity, Hand Benefits & Trust
Headquarters: 270 Walker Drive, Suite 201, State College, PA 16801
Phone: 814-231-2265
Website: tlcgroupadvisors.com

Questions about financial advisors in State College

How many financial advisor firms are headquartered in State College?

5 SEC-registered financial advisor firms report their principal office in State College, PA, managing $2.65B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in State College?

Abundance Wealth Counselors, with $1.56B in regulatory assets under management on its latest Form ADV. The next largest are McClarren Financial Advisors ($453M) and Kristen E. Coombs ($268M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in State College?

The median firm manages $268M in regulatory assets. That is the midpoint of the 5 firms headquartered in State College.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in State College?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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