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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.