← Directory
MCCLARREN FINANCIAL ADVISORS
Legal name: MCCLARREN FINANCIAL ADVISORS, INC.
CRD 122147File 801-119274
APPROVED
Retail clients
Custody
Filing as of Apr 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$453.0M
Above cohort median (national)
Discretionary AUM
$403.0M
Non-discretionary $50.0M
Clients
267
1,719 accounts
Employees
9
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 10, 2020
- Principal office
- 270 WALKER DRIVE, #200, STATE COLLEGE, PA, 16801
- Phone
- 814-235-1940
- Website
- HTTP://WWW.MCCLARREN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $453.0M
- Discretionary AUM
- $403.0M
- Non-discretionary AUM
- $50.0M
- Discretionary accounts
- 1,664
- Non-discretionary accounts
- 55
- Total accounts
- 1,719
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 159 | $390.4M |
| Individuals (other than high net worth individuals) | 108 | $62.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 264 | 267 | increased by3 |
| Mar 1, 2026 | AUM | $417,424,103 | $453,000,000 | increased by$35,575,897 |
| Mar 1, 2026 | Accounts | 1,487 | 1,719 | increased by232 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 240 | 264 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $291,390,000 | $417,424,103 | increased by$126,034,103 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 987 | 1,487 | increased by500 |
| Feb 1, 2022 | Employees | 6 | 7 | increased by1 |
| Feb 1, 2022 | Clients | 218 | 240 | increased by22 |
| Feb 1, 2022 | AUM | $248,298,221 | $291,390,000 | increased by$43,091,779 |
| Feb 1, 2022 | Accounts | 1,035 | 987 | decreased by48 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MCCLARREN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCCLARREN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.