Be advised. This firm is no longer registered.

Aris Wealth Services Inc.

Aris Wealth Services Inc. (CRD# 104577) is a financial advisory firm headquartered in State College, PA. They manage $1,683,342,307 in 6,787 accounts and serve the financial needs of clients across 42 states (or territories).

Current Firm Details
270 Walker Dr, State College, PA 16801
By the Numbers
  • Total Assets Under Management
    1,683
    MILLION
  • Total Number of Accounts
    6,787
    ACCOUNTS
  • Average Account Value
    $248,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI

Financial Advisors at Aris Wealth Services Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals