#1Mckinley Financial
MCKINLEY FINANCIAL ADVISORS INC
Serves this area from Brookville, PA (33 mi)
Retirement Plan Advisors in Clearfield County, PA
The top-ranked retirement plan advisors serving Clearfield County, PA are Mckinley Financial, Tlc Group Investment Advisors, LLC and Kooman & Associates. We list 5 retirement plan advisors serving Clearfield County, PA. 5 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 Clearfield County, PA. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Clearfield County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Mckinley Financial | SEC-registered investment adviser (CRD)#282443 | Brookville, PA (33 mi) | (814) 849-8586 |
| 2 | Tlc Group Investment Advisors, LLC | SEC-registered investment adviser (CRD)#137814 | PA | (814) 231-2265 |
| 3 | Kooman & Associates | SEC-registered investment adviser (CRD)#322163 | Altoona, PA (37 mi) | (814) 941-4800 |
| 4 | Vicus Capital, Inc. | SEC-registered investment adviser (CRD)#116021 | PA | (855) 558-4287 |
| 5 | Abundance Wealth Counselors, LLC | SEC-registered investment adviser (CRD)#111740 | PA | (814) 861-3810 |
#2Tlc Group Investment Advisors, LLC
TLC GROUP INVESTMENT ADVISORS, LLCServes this area from PA#3Kooman & Associates
KOOMAN & ASSOCIATESServes this area from Altoona, PA (37 mi)#4Vicus Capital, Inc.
VICUS CAPITAL, INC.Serves this area from PA#5Abundance Wealth Counselors, LLC
ABUNDANCE WEALTH COUNSELORS, LLCServes this area from PA
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Frequently asked questions
How many retirement plan advisors serve Clearfield County?
We list 5 retirement plan advisors serving Clearfield County, PA: 0 based there and 5 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Clearfield County?
The top-ranked retirement plan advisors serving Clearfield County, PA are Mckinley Financial, Tlc Group Investment Advisors, LLC, Kooman & Associates, Vicus Capital, Inc. and Abundance Wealth Counselors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Clearfield County are verified against official records?
5 of the top 5 match an active official record: Mckinley Financial (U.S. Securities and Exchange Commission), Tlc Group Investment Advisors, LLC (U.S. Securities and Exchange Commission), Kooman & Associates (U.S. Securities and Exchange Commission), Vicus Capital, Inc. (U.S. Securities and Exchange Commission) and Abundance Wealth Counselors, LLC (U.S. Securities and Exchange Commission). 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 .
Communities served
DuBois, Clearfield, Treasure Lake, Curwensville, Sandy, Hyde, Osceola Mills, Plymptonville, Chester Hill, Oklahoma, Houtzdale, Morrisdale, Irvona, Grassflat, Hawk Run, West Decatur, Ramey, Coalport, Brisbin, Bigler, Grampian, Westover, Kylertown, Mahaffey, Wallaceton, Allport, Troutville, Burnside, Glen Hope, Newburg, New Washington, Glen Richey, Blain City, Drifting, Frenchville, Karthaus, Lanse, Madera, Luthersburg, Mineral Springs, Penfield, Rosebud, Winburne, Woodland