Financial advisors in State College, PA

172 match · page 1 of 6

Aaron Krasney
Financial advisor at Abundance Wealth Counselors, LLC
Abundance Wealth Counselors, LLC · $1.56B AUM
CFP®VerifiedFinancial planning
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Amy Sanor
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blair Hefkin
Financial advisor at Invested Advisors
Invested Advisors · $268.3M AUM
CFP®VerifiedFinancial planning
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Brandon Redmond
Financial advisor at Mcclarren Financial Advisors
Mcclarren Financial Advisors · $453M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bret Buterbaugh
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Botamer
Financial advisor at Botamer Financial
Botamer Financial · $1.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Becker
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Calcagni
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Gregory Reeder
Financial advisor at Mcclarren Financial Advisors
Mcclarren Financial Advisors · $453M AUM
CFP®VerifiedFinancial planning
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James Karchner
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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John Corso
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Purdy
Financial advisor at Mcclarren Financial Advisors
Mcclarren Financial Advisors · $453M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristen Coombs
Financial advisor at Invested Advisors
Invested Advisors · $268.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Gaul
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Nicholas Accordino
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
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Nicholas Phelps
Financial advisor at Phelps Financial Advisors
Phelps Financial Advisors
CFP®VerifiedFinancial planning
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Randy Hoover
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
CFP®VerifiedFinancial planning
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Robert Pfahl
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Thomas
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ruby Weidler
Financial advisor at Mcclarren Financial Advisors
Mcclarren Financial Advisors · $453M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Martin
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Theodore Oyler
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Hall
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas King
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tina Powers
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tracey Childers-Gummo
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Will Benner
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Martin
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Huey
Financial advisor at Abundance Wealth Counselors, LLC
Abundance Wealth Counselors, LLC · $1.56B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Duff
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in State College, PA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in State College, PA.

How this list works

Before you hire an advisor in State College, PA