#1Abundance Wealth Counselors, LLC
ABUNDANCE WEALTH COUNSELORS, LLC
Based in PA
Retirement Plan Advisors in Centre County, PA
The top-ranked retirement plan advisors serving Centre County, PA are Abundance Wealth Counselors, LLC, Tlc Group Investment Advisors, LLC and Vicus Capital, Inc.. We list 6 retirement plan advisors serving Centre County, PA. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Centre County, PA. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Centre County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Abundance Wealth Counselors, LLC | SEC-registered investment adviser (CRD)#111740 | PA | (814) 861-3810 |
| 2 | Tlc Group Investment Advisors, LLC | SEC-registered investment adviser (CRD)#137814 | PA | (814) 231-2265 |
| 3 | Vicus Capital, Inc. | SEC-registered investment adviser (CRD)#116021 | PA | (855) 558-4287 |
| 4 | Wealthkare.com, Inc. | SEC-registered investment adviser (CRD)#115111 | PA | (814) 542-5433 |
| 5 | Kooman & Associates | SEC-registered investment adviser (CRD)#322163 | Altoona, PA (42 mi) | (814) 941-4800 |
| 6 | Tower Wealth Partners | SEC-registered investment adviser (CRD)#310461 | PA | (570) 524-7200 |
#2Tlc Group Investment Advisors, LLC
TLC GROUP INVESTMENT ADVISORS, LLCBased in PA#3Vicus Capital, Inc.
VICUS CAPITAL, INC.Based in PA#4Wealthkare.com, Inc.
WEALTHKARE.COM, INC.Serves this area from PA#5Kooman & Associates
KOOMAN & ASSOCIATESServes this area from Altoona, PA (42 mi)#6Tower Wealth Partners
TOWER WEALTH PARTNERS, INC.Serves this area from PA
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Frequently asked questions
How many retirement plan advisors serve Centre County?
We list 6 retirement plan advisors serving Centre County, PA: 3 based there and 3 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Centre County?
The top-ranked retirement plan advisors serving Centre County, PA are Abundance Wealth Counselors, LLC, Tlc Group Investment Advisors, LLC, Vicus Capital, Inc., Wealthkare.com, Inc. and Kooman & Associates. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Centre County are verified against official records?
6 of the top 6 match an active official record: Abundance Wealth Counselors, LLC (U.S. Securities and Exchange Commission), Tlc Group Investment Advisors, LLC (U.S. Securities and Exchange Commission), Vicus Capital, Inc. (U.S. Securities and Exchange Commission), Wealthkare.com, Inc. (U.S. Securities and Exchange Commission) and Kooman & Associates (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Centre County
Communities served
Park Forest Village, Bellefonte, Boalsburg, Toftrees, Pleasant Gap, Philipsburg, Stormstown, Lemont, Zion, Houserville, Pine Grove Mills, Centre Hall, Milesburg, Millheim, Ramblewood, Continental Courts, Howard, Snow Shoe, Nittany, North Philipsburg, Clarence, Blanchard, Aaronsburg, Port Matilda, Snydertown, Mingoville, Rebersburg, South Philipsburg, Spring Mills, Runville, Sandy Ridge, Eagleville, Potters Mills, Unionville, Baileyville, Moshannon, Coburn, Madisonburg, Pine Glen, Monument, Moose Run, Julian, Eagle Creek, Casanova, Hublersburg, Holters Crossing, Woodward, Mount Eagle, Jacksonville, Yarnell, Orviston, Peru