10 financial advisors & firms and 0 insurance agents verified near State College, PA — every one cited to the regulator, claimable and removable by the person named.
RIA firm · State College, PA 16801 · Registered investment adviser · $199M AUM
CRD 2907 · verify at the regulator
RIA firm · State College, PA 16801 · Registered investment adviser · $1.6B AUM
CRD 111740 · verify at the regulator
RIA firm · State College, PA 16801 · Registered investment adviser · $3.0B AUM
CRD 116021 · verify at the regulator
RIA firm · State College, PA 16801 · Registered investment adviser · $453M AUM
CRD 122147 · verify at the regulator
RIA firm · State College, PA 16801 · Registered investment adviser · $168M AUM
CRD 137814 · verify at the regulator
RIA firm · State College, PA 16801 · Registered investment adviser · $26M AUM
CRD 155646 · verify at the regulator
RIA firm · State College, PA 16801 · Registered investment adviser
CRD 158682 · verify at the regulator
RIA firm · State College, PA 16801 · Registered investment adviser · $268M AUM
CRD 311243 · verify at the regulator
RIA firm · Lemont, PA 16851 · Registered investment adviser · $512M AUM
CRD 304315 · verify at the regulator
RIA firm · Lemont, PA 16851 · Registered investment adviser · $184M AUM
CRD 315678 · verify at the regulator
Verified advisors and insurance agents in the places closest to State College, PA.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.