STATE COLLEGE, PACRD 122147Latest ADV April 21, 2026
Mcclarren Financial Advisors is an SEC registered investment adviser with a primary office location in State College, PA. Its latest Form ADV filing, dated April 21, 2026, reports $453M in regulatory assets under management, 9 employees, 2 offices, and 1,719 accounts.
Assets Under Management
$453M
Employees
9
Offices
2 offices
Total Clients
267
Primary office
STATE COLLEGE, PA
270 WALKER DRIVE, #200, STATE COLLEGE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.6% of total clients.
Top client categories% of clientsClients
1
HNWI
59.6%
159
2
Individuals
40.4%
108
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$453Mas of April 21, 2026
Discretionary89.0%
$403M
89% of total RAUM89.0%
Non-discretionary11.0%
$50M
11% of total RAUM11.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$453M
Total Accounts1,719
10Y AUM Change+$227M (+100.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee30:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.