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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-05-2014
- Office Locations
- 2
Office Locations
About Mcclarren Financial Advisors
McClarren Financial Advisors is a fee-only RIA providing comprehensive personal financial planning and investment guidance, spanning tax planning (including tax preparation and audit representation), retirement and college planning, insurance analysis, and estate planning. Based in State College with a Harrisburg office, the team includes CFP professionals and IRS Enrolled Agents, with a coaching-oriented approach that includes financial therapy training. Custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between November 13, 2025 and April 21, 2026, reported AUM increased 8.5%, from $417.4M to $453.0M.
Across 5 reported observations, AUM increased 55.5% between January 27, 2022 and April 21, 2026, from $291.4M to $453.0M.
Of the latest reported AUM, 89.0% is discretionary and 11.0% is non-discretionary.
The firm reports 8 advisory representatives and 283 clients, or 35.4 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 2 reported office locations and 11 years in operation. The source data was last updated on April 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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Owner & Executives
Brandon Keith Redmond
ADVISOR, Financial Advisor, Partner, VICE PRESIDENT
- CRD
- #6747853
- Ownership
- 25% but less than 50%
GREGORY ALAN REEDER
Financial Advisor, Owner, President
- CRD
- #6302392
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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DINA ROBIN ROAN
Advisor
- CRD
- #3071371
Ruby Mae Weidler
Financial Advisor
- CRD
- #7853691
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $403,000,000 | $242,188 |
| Non-Discretionary | $50,000,000 | $909,091 |
| Total | $453,000,000 | $263,525 |
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Separately Managed Accounts
SMA allocation detail is available
Mcclarren Financial Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mcclarren Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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