Adviser Record

Investment advisers in Erie, PA

8 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in PA

FirmAssetsEmployeesDisclosures
Hbks Wealth Advisors$7.66 billion1090
Bishop & Company Investment Management, LLC$440.8 million30
Robbins Wealth Management$241.7 million30
Wedgewood Investors Inc$215.8 million40
Evident Financial$149.7 million20
Elite Life Management LLC$147.0 million40
Park Shore Partners LLC$109.9 million70
One-up Financial$107.5 million90