| 1. Vicus Capital, INC. CRD 116021 · Corporation | STATE COLLEGE, PA | $3.0B Mar 2026 | +$739.9M+32.8% | +$979.6M+48.6% | +$1.1B+61.0% | +$2.0B+203.2% | -3 employees-3.4% over 3Y | +1,858 accounts+23.0% over 3Y |
| 2. Abundance Wealth Counselors, LLC CRD 111740 · Limited Liability Company | STATE COLLEGE, PA | $1.6B Feb 2026 | +$378.6M+31.9% | +$454.8M+41.0% | +$834.7M+114.4% | +$1.2B+363.2% | +12 employees+66.7% over 3Y | +401 accounts+30.6% over 3Y |
| 3. Mcclarren Financial Advisors CRD 122147 · — | STATE COLLEGE, PA | $453.0M Apr 2026 | +$35.6M+8.5% | +$174.9M+62.9% | +$204.7M+82.4% | +$226.6M+100.1% | +2 employees+28.6% over 3Y | +637 accounts+58.9% over 3Y |
| 4. Invested Advisors CRD 311243 · Limited Liability Company | STATE COLLEGE, PA | $268.3M May 2026 | +$42.1M+18.6% | +$100.4M+59.8% | +$112.4M+72.1% | +$134.6M+100.7% | -1 employees-16.7% over 3Y | +143 accounts+28.8% over 3Y |
| 5. Nestlerode & Loy, INC. CRD 2907 · Corporation | STATE COLLEGE, PA | $199.1M Dec 2025 | +$13.9M+7.5% | +$55.0M+38.2% | +$55.8M+38.9% | +$137.9M+225.7% | 0 employees+0.0% over 3Y | +63 accounts+11.5% over 3Y |
| 6. Tlc Group Investment Advisors, LLC CRD 137814 · Limited Liability Company | STATE COLLEGE, PA | $168.4M Mar 2026 | +$21.4M+14.6% | +$45.6M+37.2% | +$91.2M+118.3% | +$91.2M+118.3% | 0 employees+0.0% over 3Y | +82 accounts+27.8% over 3Y |