City
Wealth management firms in Erie, Pennsylvania
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Erie, Pennsylvania reported $9.2 billion in regulatory assets under management; the largest by assets was HBKS Wealth Advisors, with $7.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $9.2 billion
- Average per firm
- $708.7 million
- SEC-registered, of those listed
- 7 of 13 (53.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | HBKS Wealth Advisors | SEC | $7.7 billion | 21,190 |
| 2 | Bishop & Company Investment Management, LLC | SEC | $440.8 million | 506 |
| 3 | Robbins Wealth Management | SEC | $241.7 million | 374 |
| 4 | Wedgewood Investors Inc | SEC | $215.8 million | 296 |
| 5 | Evident Financial | SEC | $149.7 million | 212 |
| 6 | Elite Life Management LLC | SEC | $147.0 million | 279 |
| 7 | One-Up Financial | SEC | $107.5 million | 97 |
| 8 | Marsden Capital Management, LLC. | State | $94.9 million | 376 |
| 9 | Roland Financial Wealth Management LLC | State | $68.7 million | 540 |
| 10 | I.M.S. Wealth Management, LLC | State | $38.4 million | 127 |
| 11 | Provident Wealth Management Inc | State | $25.7 million | 118 |
| 12 | Evanoff Financial Advisors | State | $20.5 million | 77 |
| 13 | Haverford Wealth Management, LLC | State | $0 | 0 |
Wealth management firms in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.