AdvisorCensus / Financial advisors / Pennsylvania / State College, PA / Fidelity Investments
Financial advisors in State College, PA using Fidelity Investments
6 SEC-registered investment advisory firms headquartered in the State College, PA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Abundance Wealth Counselors, LLC | State College | SEC-registered investment adviser | $1 billion to $5 billion |
| Avail Investment Partners, LLC | Lemont | SEC-registered investment adviser | $100 million to $500 million |
| Invested Advisors | State College | SEC-registered investment adviser | $100 million to $500 million |
| McClarren Financial Advisors | State College | SEC-registered investment adviser | $100 million to $500 million |
| TLC Group Investment Advisors, LLC | State College | SEC-registered investment adviser | $100 million to $500 million |
| Vicus Capital, Inc. | State College | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in State College, PA using Fidelity Investments. https://advisorcensus.com/advisors/pa/state-college/custodians/fidelity https://advisorcensus.com/advisors/pa/state-college/custodians/fidelity