Firms by city
Registered investment advisers in Erie, PA
8 SEC-registered advisers headquartered in Erie, listed by regulatory assets under management as reported on Form ADV.
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8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| HBK Sorce Advisory | Erie, PA | $7.66B |
| Bishop & Company Investment Management | Erie, PA | $441M |
| Robbins Financial Advisory Service | Erie, PA | $242M |
| Wedgewood Investors | Erie, PA | $216M |
| AllStreet Financial | Erie, PA | $150M |
| Elite Life Management | Erie, PA | $147M |
| Park Shore Partners | Erie, PA | $110M |
| SKM Wealth Advisors | Erie, PA | $107M |
- Headquarters
- Erie, PA
- Regulatory AUM
- $7.66B
- Headquarters
- Erie, PA
- Regulatory AUM
- $441M
- Headquarters
- Erie, PA
- Regulatory AUM
- $242M
- Headquarters
- Erie, PA
- Regulatory AUM
- $216M
- Headquarters
- Erie, PA
- Regulatory AUM
- $150M
- Headquarters
- Erie, PA
- Regulatory AUM
- $147M
- Headquarters
- Erie, PA
- Regulatory AUM
- $110M
- Headquarters
- Erie, PA
- Regulatory AUM
- $107M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Erie on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Pennsylvania.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.