Financial advisers in Erie, PA

8 registered investment adviser firms in Erie managing $9.1B in assets, based on public SEC Form ADV filings.

Hbks Wealth Advisors

Erie, PA · Est. 2001

RegionalInternational

Fee-based

AUM: $7.7B
Per adviser: $105M
Advisers: 73

No reported disclosures

Bishop & Company Investment Management, LLC

Erie, PA · Est. 2008

Local

Fee-based

AUM: $441M
Per adviser: $220M
Advisers: 2

No reported disclosures

Robbins Wealth Management

Erie, PA · Est. 1991

Regional

Fee-based

AUM: $242M
Per adviser: $81M
Advisers: 3

No reported disclosures

Wedgewood Investors INC

Erie, PA · Est. 1987

Local

Fee-only

AUM: $216M
Per adviser: $108M
Advisers: 2

No reported disclosures

Evident Financial

Erie, PA · Est. 2026

Local

Fee-based

AUM: $150M
Per adviser: $50M
Advisers: 3

No reported disclosures

Elite Life Management LLC

Erie, PA · Est. 2022

Local

Fee-based

AUM: $147M
Per adviser: $37M
Advisers: 4

No reported disclosures

Park Shore Partners LLC

Erie, PA · Est. 2007

Local

Fee-only

AUM: $110M
Per adviser: $22M
Advisers: 5

No reported disclosures

One-Up Financial

Erie, PA · Est. 2026

Local

Fee-based

AUM: $107M
Per adviser: $12M
Advisers: 9

No reported disclosures