Top financial advisors in Erie, PA
We’ve curated a list of the best financial advisors in Erie, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$5,486,082,748
Number of advisors
105 advisors
| $5,486,082,748 | 105 advisors | |
| 2 |
Assets under management
$272,078,739
Number of advisors
2 advisors
| $272,078,739 | 2 advisors | |
| 3 |
Assets under management
$15,928,245
Number of advisors
3 advisors
| $15,928,245 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Erie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Erie. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Hbks Wealth Advisors
Hbks Wealth Advisors is a financial advisory firm based in Erie, Pennsylvania. It currently has approximately $5,486,082,748 of assets under management and employs about 105 people. Hbks Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$5,486,082,748 under management
105 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersPublication Of Periodicals Or NewslettersBishop & Company Investment Management, LLC
Bishop & Company Investment Management, LLC is a fee-only investment management firm founded in March 2008 by Michael W. Bishop. The firm offers Discretionary Investment Management and Investment Consulting for Plan Sponsors of Participant-Directed Retirement Plans. For Discretionary Clients, services include designing long-term investment objectives, recommending asset allocations, supervising portfolio investments, monitoring performance, and rebalancing portfolios. Clients can choose from three investment objectives: Long-Term Growth, Moderate Growth, or Conservative Growth. The firm primarily uses Exchange Traded Funds (ETFs) and no-load mutual funds for diversification. The minimum account balance for Discretionary Investment Management is $1,000,000, although this may be negotiable for certain clients. Bishop & Company does not charge performance-based fees and acts as a fiduciary, committed to acting in clients' best interests. The firm managed $387,048,545 in discretionary assets as of December 31, 2024. The fee structure for Discretionary Clients is tiered based on assets under management, with fees due quarterly in advance. The firm does not participate in wrap-fee programs and does not accept soft dollars from recommended securities. Bishop & Company does not vote proxies on behalf of clients and does not maintain physical custody of client assets. Bishop & Company's investment philosophy focuses on long-term, goal-focused strategies and emphasizes disciplined investing over short-term speculation. The firm's investment research process prioritizes factors such as low fees, liquidity, diversification, tax efficiency, and adherence to benchmarks. Bishop & Company does not engage in market timing, short selling, margin trading, or writing options or futures contracts. Bishop & Company recommends Charles Schwab & Co., Inc. as a custodian and broker, but clients have the option to choose a different broker-dealer. Bishop & Company does not pay third parties for client referrals and receives economic benefits from Schwab for services provided. Bishop & Company is registered with the SEC and has no legal or disciplinary events to disclose. Michael W. Bishop, CFA, and Michael H. Bishop, Esq., oversee the firm's operations and compliance. Michael W. Bishop is a Chartered Financial Analyst with over 30 years of investment advising experience, while Michael H. Bishop is a licensed attorney with experience in legal services. Bishop & Company's investment philosophy is based on long-term wealth building through diversified portfolios and disciplined investing strategies.
$272,078,739 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Robbins Wealth Management
Robbins Wealth Management, a registered investment adviser based in Erie, Pennsylvania, has been providing investment advisory services since 1990. The firm offers discretionary and non-discretionary portfolio management services, including financial planning in areas such as family continuity, estate planning, tax and financial planning, lifestyle management, family philanthropy, and risk management. Clients can receive tax preparation and accounting services upon request. The firm acts as a fiduciary, obligated to act in clients' best interests. Investment strategies include strategic asset allocation, long-term and short-term purchases, margin transactions, and option writing, with a focus on individual client needs and objectives. Fees for portfolio management services are based on a percentage of assets under management, with an annual minimum fee of $3,000. The firm primarily advises on equity securities, mutual funds, and exchange-traded funds. Clients must have a minimum account size of $300,000, with legacy clients subject to different fee schedules. Robbins Wealth Management does not accept performance-based fees or engage in side-by-side management. The firm reviews client accounts periodically and does not vote proxies on behalf of clients. Clients have the option to opt out of the securities class action claim recovery service provided by Chicago Clearing Corporation. For more information, visit www.investrwm.com or contact 814-838-4185.
$15,928,245 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Erie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Erie. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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