Strong Tower Associates
“The most impressive part of our experience with Ash and Justin was the time and attention they gave to explain and patiently answer every question and concern we had about our investments.”
Best Financial Advisors in State College, PA
13 firms listed · 12 in State College · 11 rated 4.5+
Data verified October 26, 2026
Financial Abundance
“The only finance firm in town that I know of that educates their clients which leads to clarity and confidence...”
Kish Financial Solutions
J. Gordon Financial Services
“Next year will be our 10-year anniversary with J Gordon Financial Services and my husband and I could not be more pleased with how things have gone these past years.”
Invested Advisors
“The other employees with whom I've had the pleasure of dealing have been courteous, prompt, and knowledgeable.”
Happy Valley Financial Services
“Recently had the pleasure of working with Craig and his team and was able to transition my 401k from a firm that I haven't heard from in 10 years.”
The 13 firms listed for State College, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: State College, PA
Of the 13 firms we list here, 12 are in State College itself and 1 comes from Boalsburg (3 mi). 12 of the firms on this page have a rating, from 4.4 to 5.0 across 64 reviews; 11 are rated 4.5 or higher. 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 1 offers payment plans. We have a website on file for all 13 of the firms on this page; 11 publish a contact page; 7 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside State College listed here?
12 of the 13 firms are located in State College. The others come from other towns within 5 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
VK Wealth Advisors
“We've been clients of VK Wealth for many years and they have been very good to us.”
TLC Group Investment Advisors
“Our advisor, John, has been so helpful in allowing us to get on track to reach our retirement goals.”
Nittany Brokerage Services
“Dave Seibel, Patty, and staff are excellent.”
Abundance Wealth Counselors
“Also, just amazingly personable, friendly staff that make visits immensely enjoyable.”
Diversified Asset Planners
“The people at DAP treat their clients phenomenally well, both in attitude and sound investment strategy.”
King Financial Partners
Dan Aiello - Culbertson Financial Services
Why these companies made our list
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