Financial advisors in State College, PA

175 advisors · page 2 of 6

Adam Fiore
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Addison Bartlett
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Alexander Fratti
Financial advisor at Fratti Investment Management
Fratti Investment Management
Verified
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Alicia Moore
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
VerifiedFinancial planning
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Alyssa Peterson
Financial advisor at Mariner
Mariner · $125.41B AUM
VerifiedFinancial planning
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Amy Dalton
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Andrea Motter
Financial advisor at Mariner
Mariner · $125.41B AUM
VerifiedFinancial planning
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Andrew Riley
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Ann Mallison
Financial advisor at Abundance Wealth Counselors, LLC
Abundance Wealth Counselors, LLC · $1.56B AUM
VerifiedFinancial planning
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Anthony Destefano
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Ashod Toumayants
Financial advisor at Brookstone Wealth Advisors, LLC
Brookstone Wealth Advisors, LLC
VerifiedFinancial planning
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Barry Fenchak
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Benjamin Hulburt
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
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Benjamin Payne
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
VerifiedFinancial planning
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Beth Loop
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Brad Buterbaugh
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Bree Musser
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Bret Hoag
Financial advisor at Mariner
Mariner · $125.41B AUM
VerifiedFinancial planning
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Brian Guglielmi
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Brittany Shulman
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Brodie Dalton
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Brody McCulley
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
VerifiedFinancial planning
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Cameron Smith
Financial advisor at Beacon Wealth Consultants, Inc.
Beacon Wealth Consultants, Inc. · $278.3M AUM
VerifiedFinancial planning
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Carl Kielbasa
Financial advisor at Black Knight Wealth Management, LLC
Black Knight Wealth Management, LLC · $539.2M AUM
VerifiedFinancial planning
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Carolyn Sharp
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Chad Hunter
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Charles Dreibelbis
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Charles Peiffer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Chris Hosterman
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Christopher Bahr
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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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.

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Financial advisors in State College, PA.

How this list works

Before you hire an advisor in State College, PA