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 Sales
State College, PennsylvaniaCRD #111740
Typical Fee--
AUM$1.6B
Minimum--
Clients1,711

INVESTED ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
State College, PennsylvaniaCRD #311243
Typical Fee--
AUM$268M
Minimum--
Clients639

MCCLARREN FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
State College, PennsylvaniaCRD #122147
Typical Fee--
AUM$453M
Minimum--
Clients1,719

NESTLERODE & LOY, INC.

Clean RecordAlso Compensated via Brokerage
State College, PennsylvaniaCRD #2907
Typical Fee--
AUM$199M
Minimum--
Clients612

TLC GROUP INVESTMENT ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
State College, PennsylvaniaCRD #137814
Typical Fee--
AUM$147M
Minimum--
Clients348

VICUS CAPITAL, INC.

Fee-OnlyAlso Compensated via Product Sales
State College, PennsylvaniaCRD #116021
Typical Fee--
AUM$2.6B
Minimum--
Clients9,058
Fiduciary Advisors in State College, Pennsylvania | FiduciaryListings