Best Financial Advisors in STATE COLLEGE, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in STATE COLLEGE
ABUNDANCE WEALTH COUNSELORS, LLC
STATE COLLEGE, PA · Since 2001
INVESTED ADVISORS
STATE COLLEGE, PA · Since 2020
NESTLERODE & LOY, INC.
STATE COLLEGE, PA · Since 2018
MCCLARREN FINANCIAL ADVISORS
STATE COLLEGE, PA · Since 2020
TLC GROUP INVESTMENT ADVISORS, LLC
STATE COLLEGE, PA · Since 2021
VICUS CAPITAL, INC.
STATE COLLEGE, PA · Since 2001
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in STATE COLLEGE?
The median advisory fee in STATE COLLEGE, PA is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.