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Firm profile

Invested Advisors

STATE COLLEGE, PACRD 311243Latest ADV May 13, 2026

Invested Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in State College, PA. Its latest Form ADV filing, dated February 7, 2026, reports $268M in regulatory assets under management, 5 employees, 3 offices, and 639 accounts.

Assets Under Management
$268M
Employees
5
Offices
3 offices
Total Clients
283
Primary office
STATE COLLEGE, PA
366 WALKER DRIVE, SUITE 370, STATE COLLEGE, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOLauren G. Gretchen

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 72.1% of total clients.
Top client categories% of clientsClients
1
Individuals
72.1%
204
2
HNWI
21.9%
62
3
Pension Plans
5.3%
15
4
Charitable
0.7%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$268Mas of May 13, 2026
Discretionary89.6%
$240M
90% of total RAUM89.6%
Non-discretionary10.4%
$28M
10% of total RAUM10.4%
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.

Total AUM$268M
Total Accounts639
10Y AUM Change+$135M (+100.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee57:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.