Pennsylvania · 3 advisers
Financial Advisors in Altoona, Pennsylvania
Looking for a financial advisor in Altoona, Pennsylvania? Falists indexes 3 SEC-registered and state-registered investment advisers in Altoona — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $555.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$555.6M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Altoona
Ranked by AUM · Fees, team & specialties at a glance
KOOMAN & ASSOCIATES
Altoona, PA
AUM
$555.6M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
814-941-4800
VENN WEALTH & BENEFIT SERVICES, LLC
Altoona, PA
AUM
$32.3M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
814-943-3660
LUCHINI FINANCIAL LLC
Altoona, PA
AUM
$20.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(814) 201-2484
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Common questions
- How many financial advisors are in Altoona, Pennsylvania?
- 3 registered investment advisers are listed in our Altoona directory, sourced from public SEC filings.
- What types of advisors are in Altoona?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Altoona?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.