Wealth manager, independent · State College, PA
Abundance Wealth Counselors, LLC
SEC-registered investment adviser · CRD 111740 · SEC 801-60373
At a glance
Abundance Wealth Counselors, LLC is an SEC-registered investment adviser based in State College, Pennsylvania, with $1.6B in regulatory assets under management as of its Form ADV filed October 1, 2026. It reports 439 individual clients, 209 of them high-net-worth, holding an average of about $2.5 million each, and 30 employees. That ranks it 692nd among the nation’s 5,657 independent wealth management RIAs and 52nd of 260 in Pennsylvania. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 814-861-3810abundancellc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #692 of 5,657
- Rank among all SEC RIAs
- #4,161 of 17,210
- Rank in Pennsylvania
- #52 of 260
- Individual clients
- 439
- High-net-worth clients
- 209
- Accounts
- 1,711
- Discretionary
- 100% of AUM
- Employees
- 30
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Ryan OhlsonChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Abundance Wealth Counselors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 209 | $1.0B | 66% |
| Pension and profit sharing plans | 57 | $297M | 19% |
| Corporations or other businesses | 13 | $91M | 6% |
| Pooled investment vehicles | 2 | $78M | 5% |
| Individuals | 230 | $72M | 5% |
Private funds
Abundance Wealth Counselors, LLC reports 2 private funds with $74M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Abundance Wealth Counselors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗abundancellc.com ↗
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The full record on Abundance Wealth Counselors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,450 peers of its type and size
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- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Compass ION Advisors, LLCConshohocken | $1.6B | 1,177 |
| Thrive Wealth Management, LLCAudubon | $1.6B | 865 |
| Brandywine Oak Private Wealth LLCKennett Square | $1.6B | 507 |
| Roble, Belko and Company, Inc.Sewickley | $1.6B | 233 |
| Kintra Wealth, LLCWilliamsport | $1.5B | 2,914 |
| Tower Bridge AdvisorsWest Conshohocken | $1.5B | 761 |
Background
Questions
How much does Abundance Wealth Counselors, LLC manage?
Abundance Wealth Counselors, LLC reports $1.6B in regulatory assets under management across 1,711 accounts, 100% of it on a discretionary basis, on its Form ADV filed October 1, 2026.
How many clients does Abundance Wealth Counselors, LLC have?
It reports 439 individual clients: 209 high-net-worth individuals and 230 other individuals. Individuals account for about 70% of its regulatory assets.
Where is Abundance Wealth Counselors, LLC headquartered?
Its main office is in State College, Pennsylvania. It reports 1 office in total and 30 employees, 12 of whom perform investment advisory functions.
How does Abundance Wealth Counselors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Abundance Wealth Counselors, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed February 23, 2026, it reports these amounts held: Fidelity ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Abundance Wealth Counselors, LLC a hybrid RIA with a broker-dealer?
Abundance Wealth Counselors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Abundance Wealth Counselors, LLC a fiduciary?
As an SEC-registered investment adviser, Abundance Wealth Counselors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Abundance Wealth Counselors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →