Mcclarren Financial Advisors, based out of State College, PA, is a reputable local investment advisory firm with a track record of excellence. With a team of seven highly skilled professionals, they specialize in providing comprehensive investment advisory services to their diverse clientele. The firm boasts an impressive average of $169,520,000 in assets under management per investment advisor, which surpasses the industry average, reflecting their expertise and ability to generate significant returns for their clients. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management and hourly charges to ensure alignment with their clients' needs. With over 160 individual clients, Mcclarren Financial Advisors manages a substantial total of $278,112,000 in assets. Notably, nearly half of their assets under management originate from employer 401Ks or individuals, indicating their strong foothold and expertise in this area. An impressive 84% of the assets they oversee are discretionary, exemplifying their clients' trust in their judgment and decision-making abilities. Operating from two offices, Mcclarren Financial Advisors serves clients with dedication and a personalized approach. The firm takes pride in its team of experienced professionals, including Jeffrey Mcclarren, Jennifer Anderson, and Gregory Reeder, some of the longest tenured advisors at the firm. Their combined wealth of knowledge and expertise ensures that clients receive top-notch financial advice and tailored investment strategies. Whether individuals are seeking long-term investment planning, retirement advice, or portfolio management, Mcclarren Financial Advisors stands as a trusted partner, committed to helping clients achieve their financial goals.

Abundance Wealth Counselors, LLC, based out of State College, PA, is a reputable investment advisory firm catering to individuals seeking professional financial guidance. With a team of 26 dedicated employees, including nine skilled investment advisors, the firm ensures personalized wealth management services for its clients. Leveraging their expertise, Abundance Wealth Counselors assists clients in managing their assets effectively. The firm boasts an impressive average of approximately $93,650,000 in assets under management per investment advisor, aligning well with the industry average. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency. With over 230 individual clients, Abundance Wealth Counselors manages a substantial portfolio of assets worth more than $1,068,883,000. Demonstrating their commitment to client satisfaction, the firm handles 100% of the managed assets on a discretionary basis, providing clients with peace of mind and expert decision-making. In addition to investment advisory services, Abundance Wealth Counselors offers a range of complementary services, including insurance brokerage, legal counsel, and representation. This comprehensive approach allows clients to access a diverse set of financial resources and expertise under one roof. Based out of State College, PA, Abundance Wealth Counselors operates from a single office, providing a local touch to their services. The firm takes pride in its experienced team, with notable long-standing advisors such as John Schaffer, Jamie Felker, and Richard Defluri, who contribute their extensive knowledge and insight to the company's success. Abundance Wealth Counselors, LLC strives to empower individuals and help them achieve financial abundance through sound investment strategies and personalized financial guidance.

Kooman & Associates, a local investment advisory firm based out of Altoona, PA, stands as a trusted financial partner to over 210 individual clients. With a remarkable $340,279,000 in assets under management, the firm has positioned itself as a leader in the industry. Boasting two offices, Kooman & Associates offers comprehensive financial services to a diverse range of clients. While the firm manages a significant portion of its assets through discretionary accounts, it also possesses the expertise to handle employer funds. Notably, less than 30% of their assets under management are comprised of 401K and individual accounts. The firm primarily caters to high-net-worth individuals, constituting a substantial portion of their client base. Kooman & Associates employs a compensation structure that encompasses various models, including a percentage of assets under management and fixed fees. With nine dedicated professionals on their team, five of whom specialize in investment advisory services, the firm delivers personalized and strategic guidance to their esteemed clientele. On average, each investment advisor manages approximately $68,060,000 in assets, aligning with industry standards. Noteworthy individuals at Kooman & Associates include the long-serving advisors Jeffrey Starkey, Amy Delauter, and Kyle Moerschbacher, whose extensive experience and unwavering dedication have contributed to the firm's success. With a steadfast commitment to delivering tailored financial solutions, Kooman & Associates continues to solidify its position as a prominent player in the investment advisory landscape.

VICUS CAPITAL, INC. is a highly reputable regional investment advisory firm headquartered in State College, PA. With an impressive track record, they have garnered the trust of over 3,680 individual clients, overseeing a substantial $2,014,773,000 in assets under management. This success can be attributed to their deep expertise in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management. With 41 offices strategically located across the region, VICUS CAPITAL, INC. ensures accessibility and personalized service for their diverse client base. The firm takes pride in its team of 87 experienced professionals, all of whom are dedicated to delivering exceptional investment advisory services. With an average of $23,160,000 in assets under management per investment advisor, VICUS CAPITAL, INC. demonstrates their commitment to providing individualized attention and tailored investment strategies. One of the distinguishing aspects of VICUS CAPITAL, INC. is their discretionary management approach, which allows them to make investment decisions on behalf of their clients, accounting for a remarkable 93% of the assets they manage. This approach empowers their clients with the confidence that their investments are in capable hands. VICUS CAPITAL, INC. boasts a versatile compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees, ensuring a transparent and flexible approach to suit different client needs. Notably, some of the longest tenured advisors at the firm, such as John Sulick, Paul Morgis, and Randy Hoover, contribute their extensive expertise, further strengthening the firm's solid foundation. With a proven track record, a client-centric approach, and a team of dedicated professionals, VICUS CAPITAL, INC. continues to provide exceptional investment advisory services and build lasting relationships with their clients in the State College, PA region and beyond.

West Chester Capital Advisors Inc is a reputable investment advisory firm based in Johnstown, PA. With over 30 individual clients and a remarkable $918,336,000 in assets under management, the firm has established itself as a trusted partner for wealth management. Their sole office in Johnstown serves as a central hub for delivering personalized financial services. As a small firm, West Chester Capital Advisors Inc prides itself on providing tailored investment solutions to meet the unique needs of each client. The firm's dedicated team of five professionals, with four specializing in investment advisory services, brings a wealth of expertise to the table. With an impressive average of $229,580,000 in assets under management per investment advisor, the firm surpasses industry standards. West Chester Capital Advisors Inc's compensation structure offers a variety of options, including a percentage of assets under management and performance-based fees. This ensures that the firm's interests are aligned with those of its clients, promoting a mutually beneficial partnership. Notably, West Chester Capital Advisors Inc's success is attributed in part to its seasoned advisors. Ronald Shostek, Steven Krawick, and Frank Lapinsky are among the firm's longest tenured professionals, boasting a wealth of experience and a deep understanding of the financial markets. With a focus on discretionary management, West Chester Capital Advisors Inc offers comprehensive financial guidance and strives to maximize returns while managing risk. By combining expertise, personalized service, and a commitment to client success, the firm continues to foster long-lasting relationships and secure its position as a trusted advisor in the investment industry.

Avail Investment Partners, LLC is a reputable small investment advisory firm located in Lemont, PA. With a single office, they provide personalized financial guidance to their clients. The firm consists of a total of eight employees, four of whom specialize in investment advisory services, demonstrating their commitment to delivering expert advice. Each investment advisor at Avail Investment Partners, LLC manages an average of approximately $22,690,000 in assets under management, showcasing their ability to handle substantial portfolios and deliver effective investment strategies. Their compensation structure is diverse, offering clients the flexibility to choose from various types of fees, including a percentage of assets under management, hourly charges, and fixed fees. This comprehensive approach ensures that clients have options that align with their specific financial needs and preferences. While 401K and individual accounts account for less than 30% of their assets under management, Avail Investment Partners, LLC possesses the capability to effectively manage employer funds, providing comprehensive financial solutions. Impressively, 100% of the assets they manage are discretionary, reflecting the high level of trust their clients place in their expertise and decision-making abilities. This discretionary approach allows Avail Investment Partners, LLC to make informed investment decisions on behalf of their clients, tailored to their individual financial goals. The majority of the assets they manage are for high-net-worth individuals, further highlighting their specialization in catering to the unique needs of affluent clients. With over 60 individual clients, Avail Investment Partners, LLC oversees more than $90,776,000 in assets under management, demonstrating their proven track record and ability to manage significant financial portfolios effectively.

Covington Investment Advisors, Inc. is a small investment advisory firm based out of Ligonier, PA, with one office. With a total of five dedicated employees, three of whom provide investment advisory services, Covington Investment Advisors caters to a diverse clientele seeking professional financial guidance. Their team of experienced advisors, including Nick Allen, Patrick Wallace, and Cindy Jones, boasts extensive industry knowledge and a commitment to delivering personalized solutions. On average, each investment advisor at Covington manages approximately $67,810,000 in assets under management, aligning with the industry average. Their compensation structure is flexible and includes various types such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose a payment method that suits their needs and preferences. With over 120 individual clients, Covington Investment Advisors oversees a substantial portfolio of more than $574,456,000 in assets under management. While 401K and individual accounts make up less than 30% of their assets, Covington possesses the capability to manage employer funds, broadening their scope of services. The firm's primary focus is on discretionary asset management, with 96% of the assets they oversee falling under this category. This approach allows Covington Investment Advisors to exercise independent decision-making on behalf of their clients, actively seeking opportunities to maximize returns while mitigating risks. Covington Investment Advisors, Inc. upholds a commitment to professionalism, integrity, and personalized service, providing their clients with the necessary tools and guidance to achieve their financial goals.