AdvisorCensus / Financial advisors / Pennsylvania / State College / McClarren Financial Advisors
McClarren Financial Advisors
Filed as MCCLARREN FINANCIAL ADVISORS · Legal name McClarren Financial Advisors, Inc.
McClarren Financial Advisors is an SEC-registered investment advisory firm in State College, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.
Quick answers
From the filingHow is McClarren Financial Advisors compensated?
On its Form ADV (Item 5.E, October 2026), McClarren Financial Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
Where is McClarren Financial Advisors located?
McClarren Financial Advisors' principal office is in State College, PA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is McClarren Financial Advisors registered with the SEC or a state?
McClarren Financial Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 122147.
How much does McClarren Financial Advisors manage?
McClarren Financial Advisors reports $453,000,000 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (89% discretionary).
How have McClarren Financial Advisors' assets and staff changed since 2021?
In the Form ADV data for McClarren Financial Advisors: Regulatory assets under management: $248,298,221 in the October 2021 data and $453,000,000 in the October 2026 data, up 82%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does McClarren Financial Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (159); individuals (other than high net worth individuals) (108).
Which custodians does McClarren Financial Advisors use?
McClarren Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Distributors Company LLC and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets.
Does McClarren Financial Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122147
What changed in McClarren Financial Advisors' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$453,000,000 as of October 2026, filing dated April 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- McClarren Financial Advisors, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 9. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $453,000,000 | 9 | April 21, 2026 |
| October 2025 | $417,424,103 | 9 | July 17, 2025 |
| October 2024 | $341,759,745 | 9 | July 11, 2024 |
| October 2023 | $278,111,765 | 7 | January 13, 2023 |
| October 2022 | $291,390,000 | 7 | January 27, 2022 |
| October 2021 | $248,298,221 | 6 | May 4, 2021 |
Regulatory assets under management: $248,298,221 in the October 2021 data and $453,000,000 in the October 2026 data, up 82%.
Total employees: 6 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 7 to 8.
- March 2026
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in NY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. McClarren Financial Advisors (CRD 122147): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mcclarren-financial-advisors-state-college-pa-122147