City
Wealth management firms in State College, Pennsylvania
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in State College, Pennsylvania reported $5.7 billion in regulatory assets under management; the largest by assets was Vicus Capital, Inc., with $3.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $5.7 billion
- Average per firm
- $567.5 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Vicus Capital, Inc. | SEC | $3.0 billion | 9,938 |
| 2 | Abundance Wealth Counselors, LLC | SEC | $1.6 billion | 1,711 |
| 3 | McClarren Financial Advisors | SEC | $453.0 million | 1,719 |
| 4 | Invested Advisors | SEC | $268.3 million | 639 |
| 5 | Nestlerode & Loy, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $199.1 million | 612 |
| 6 | TLC Group Investment Advisors, LLC | SEC | $168.4 million | 377 |
| 7 | McCann Wealth Strategies,inc. | State | $26.3 million | 298 |
| 8 | Botamer Financial | State | $1.8 million | 16 |
| 9 | Fratti Investment Management | State | $0 | 0 |
| 10 | Phelps Financial Advisors | State | $0 | 0 |
Wealth management firms in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.