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24 companies like Abundance Wealth Counselors, LLC
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Abundance Wealth Counselors, LLC

abundancellc.com
Abundance is a financial services firm based in State College, Pennsylvania, that designs and manages estate plans, wealth transfers, taxes, asset protection, succession, investments, and banking strategies for families.
ROAMFRRD
200111-50 emp
State College, Pennsylvania
Financial Services
NAICS 52
1800•••••60
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Abundance Wealth Counselors, LLC campaignconsultative3000 target
Companies like Abundance Wealth Counselors, LLC — Financial Services, 11-50
“Primarily serves families and individuals seeking personal wealth and estate strategies rather than business buyers.”
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Companies 29
Decision-makers 30
Emails 20
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Companies like Abundance Wealth Counselors, LLC — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Abundancellcabundancellc.com
Abundance is a financial services firm based in State College, Pennsylvania, that designs and manages estate plans, wealth transfeState College, Pennsylvania11-50
Creative Planningcreativeplanning.com
DVATNC
Creative Planning is an independent wealth advisory firm managing and advising on $710 billion in combined assets across clients iOverland Park, Kansas1001-5000
Wealth Enhancementwealthenhancement.com
JWJEDH
Wealth Enhancement is a team-based registered investment advisor firm that has grown from four advisors in a shared Minneapolis ofPlymouth, Minnesota1001-5000
Mariner is a wealth management firm serving individuals and businesses through registered investment adviser subsidiaries (MarinerColorado Springs, Colorado1-10
Cetera Investorsceterainvestors.com
Cetera Investors is a financial planning and investment management firm serving individuals through personalized financial planninDenver, Colorado11-50
CAPTRUSTcaptrust.com
KSNRTM
CAPTRUST is a financial advisory firm headquartered in Raleigh, NC, that provides discretionary investment management and fiduciarRaleigh, North Carolina1001-5000
Fisher Investmentsfisherinvestments.com
SGESJV
Fisher Investments is an independent, fee-only investment adviser founded in 1979 by Ken Fisher, operating three principal businesPlano, Texas5000+
Northwestern Mutualnorthwesternmutual.com
NMCUAB
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, WisconsinMilwaukee, Wisconsin5000+
Edelman Financial Enginesedelmanfinancialengines.com
MDNTBW
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm that has served more than 1.24 Santa Clara, California1001-5000
DLCSLM
SEI (SEIC) is a global financial services company providing technology, investment solutions, and asset management services to assOaks, Pennsylvania1001-5000
Harborinvestmentharborinvestment.com
MassMutualmassmutual.com
AJJMRJ
MassMutual is a life insurance company founded in 1851 in Springfield, Massachusetts, operating under the Living Mutual principle Springfield, Massachusetts5000+
Vanguardvanguard.com
DLMWJG
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
New York Lifenewyorklife.com
New York Life is a mutual life insurance company and group benefits provider that partners with employers to deliver tailored disaNew York, New York1-10
Fidelityfidelity.com
KZDB
Edward Jonesedwardjones.com
Edward Jones is a North American financial services firm with more than 20,000 financial advisors serving more than 9 million clieSt. Louis, Missouri5000+
Prudential Financialprudential.com
Prudential Financial (NYSE:PRU) is a global financial services institution founded in 1875 that offers individual and institutionaNewark, New Jersey5000+
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
MetLife is a global insurance and employee benefits company founded in 1868, headquartered in New York, that sells life, annuitiesNew York, New York5000+
Merrill is a wealth management and online investing platform offering personalized investing strategies, financial advice, and guiSan Mateo, California201-1000
John Hancockjohnhancock.com
John Hancock is a financial services company with a 160+ year history, headquartered in Boston, Massachusetts, whose stated missioBoston, Massachusetts5000+
Ameriprise Financialameriprise.com
Ameriprise Financial is a financial planning and advice firm with over 130 years of history, serving individual and institutional Minneapolis, Minnesota5000+
Raymond Jamesraymondjames.com
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198St. Petersburg, Florida5000+
Guardian Lifeguardianlife.com
Guardian is a modern mutual insurance company founded in 1860 that sells life, disability, dental, vision, accident, critical illnNew York, New York5000+
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm
Charlessturtzcharlessturtz.com
Trowepricetroweprice.com
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed Baltimore, Maryland5000+
BlackRockblackrock.com
BlackRock is a global investment management firm and technology provider that manages investments on behalf of clients including bNew York, New York5000+
U.S. Bank is the fifth-largest commercial bank in the United States, offering commercial and institutional banking, business bankiMinneapolis, Minnesota5000+
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Abundance is a financial services firm based in State College, Pennsylvania, that designs and manages estate plans, wealth transfers, taxes, asset protection, succession, investmen
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Frequently asked questions about Abundance Wealth Counselors, LLC

What does Abundance Wealth Counselors, LLC do?

Abundance is a financial services firm based in State College, Pennsylvania, that designs and manages estate plans, wealth transfers, taxes, asset protection, succession, investments, and banking strategies for families.

Who are Abundance Wealth Counselors, LLC's competitors?

Companies like Abundance Wealth Counselors, LLC include Creative Planning, Wealth Enhancement, Mariner, Cetera Investors, CAPTRUST. See the full list of 24 competitors and alternatives above.

How many employees does Abundance Wealth Counselors, LLC have?

Abundance Wealth Counselors, LLC has approximately 11-50 employees and is in the Financial Services industry.

Where is Abundance Wealth Counselors, LLC headquartered?

Abundance Wealth Counselors, LLC is headquartered in State College, Pennsylvania.

What industry is Abundance Wealth Counselors, LLC in?

Abundance Wealth Counselors, LLC operates in the Financial Services industry.

Who are the decision-makers at Abundance Wealth Counselors, LLC?

Key decision-makers and buying contacts at Abundance Wealth Counselors, LLC are listed above, including leaders across executive, finance, sales and operations.