Falists

Pennsylvania · 9 advisers

Financial Advisors in State College, Pennsylvania

Looking for a financial advisor in State College, Pennsylvania? Falists indexes 9 SEC-registered and state-registered investment advisers in State College — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $2.99B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

9

With website

9

Largest AUM

$2.99B

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth7Planning7Trusts8Retirement4Institutional4

Top advisors in State College

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in State College, Pennsylvania?
9 registered investment advisers are listed in our State College directory, sourced from public SEC filings.
What types of advisors are in State College?
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 State College?
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.