Fiduciary advisors in State College, PA
6 registered advisers
Within Pennsylvania, State College supports a modest fiduciary advisory sector. The city counts 6 fiduciary advisors with SEC registration, including 4 fee-only firms.
ABUNDANCE WEALTH COUNSELORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.6B
Minimum--
Clients1,711
INVESTED ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$268M
Minimum--
Clients639
MCCLARREN FINANCIAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$453M
Minimum--
Clients1,719
NESTLERODE & LOY, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$199M
Minimum--
Clients612
TLC GROUP INVESTMENT ADVISORS, LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$147M
Minimum--
Clients348
VICUS CAPITAL, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$2.6B
Minimum--
Clients9,058