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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in State College, PA

Every SEC-registered investment adviser representative at a firm office in State College, with the firms that employ the most of them.

156 registered advisors work in State College; the most are at MML Investors Services, LLC (25). 28 list the CFP designation and 109 are also registered broker representatives.

Firms with the most advisors in State College

FirmAdvisors in State College
MML Investors Services, LLC25
Vicus Capital, Inc.21
Merrill Lynch, Pierce, Fenner & Smith Incorporated news14
Abundance Wealth Counselors, LLC12
Morgan Stanley news9
Cambridge Investment Research Advisors, Inc. news7
Mariner news7
McClarren Financial Advisors6
Tiaa-Cref Individual & Institutional Services, LLC6
Osaic Wealth, Inc. news5
J. W. Cole Advisors, Inc.4
Pfs Investments Inc.4
Ameriprise Financial Services, LLC news3
Edward Jones news3
LPL Financial LLC news3
Cetera Investment Advisers LLC news2
Hornor, Townsend & Kent, LLC2
Invested Advisors2
Mariner Wealth news2
Raymond James Financial Services Advisors, Inc. news2
Tlc Group Investment Advisors, LLC2
Ae Wealth Management, LLC1
Beacon Wealth Consultants, Inc.1
Black Knight Wealth Management, LLC1
Botamer Financial1

Advisors in State College, A to Z

CFP advisors in State College →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173

Questions

How many financial advisors are in State College, PA?

156 investment adviser representatives are registered at firm offices in State College, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 109 of them are also registered as broker representatives, and 28 list the CFP designation.

Which firm has the most financial advisors in State College?

MML Investors Services, LLC, with 25 registered advisors in State College, followed by Vicus Capital, Inc. with 21.

How do I check a financial advisor in State College?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.