# McClarren Financial Advisors

> 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.

- CRD: 122147
- Filed as: MCCLARREN FINANCIAL ADVISORS
- Legal name: McClarren Financial Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: State College, PA
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122147
- AdvisorCensus page: https://advisorcensus.com/firm/mcclarren-financial-advisors-state-college-pa-122147

## Quick answers

**How 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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC
- TIAA-CREF Individual & Institutional Services, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $453,000,000
- Discretionary: $403,000,000
- Non-discretionary: $50,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $62,600,000 |
| High net worth individuals | 159 | $390,400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Harrisburg, PA

### Websites listed on Form ADV (Item 1.I)
- linkedin/MCCLARRENFINANCIALADVISORS
- mcclarren.com
- Facebook @MCCLARRENFINANCIAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $248,298,221 | 6 | May 4, 2021 |
| October 2022 | $291,390,000 | 7 | January 27, 2022 |
| October 2023 | $278,111,765 | 7 | January 13, 2023 |
| October 2024 | $341,759,745 | 9 | July 11, 2024 |
| October 2025 | $417,424,103 | 9 | July 17, 2025 |
| October 2026 | $453,000,000 | 9 | April 21, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McClarren Financial Advisors (CRD 122147): Form ADV filing data as of October 2026.