Top 7 financial advisor firms in Erie

7 SEC-registered financial advisor firms are headquartered in Erie, PA, with $8.96B in combined regulatory assets under management. The largest by assets are HBK Sorce Advisory ($7.66B), Bishop & Company Investment Management ($441M) and Robbins Financial Advisory Service ($242M).

7
Financial advisor firms: $8.96B
Their combined AUM: $216M
Median firm AUM: 8,746
Clients of the top 7

The 7 largest by assets

1
HBK Sorce Advisory
RIA
$7.66B
Up to 2.75%
2
Bishop & Company Investment Management
RIA
$441M
0.50% to 1.00% a year
3
Robbins Financial Advisory Service
RIA
$242M
0.60% to 1.00% a year
4
Wedgewood Investors
RIA
$216M
1.00% to 1.00% a year
5
AllStreet Financial
RIA
$150M
0.35% to 1.25% a year
6
Elite Life Management
RIA
$147M
Regulatory AUM
7
SKM Wealth Advisors
RIA
$107M
0.20% to 1.00% a year

Profiles of the top 7

No. 1 · RIA

HBK Sorce Advisory

HBK Sorce Advisory is an investment adviser based in Erie, PA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $7.66 billion, as filed on 17 February 2026.

HBK Sorce Advisory charges up to 2.75% for its Investment Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $7.66B
Clients: 7,824
Advisory staff: 73
Fee schedule: Up to 2.75%
Custodians: Charles Schwab, Fidelity
Headquarters: 2725 Colonial Ave, Erie, PA 16506
Phone: 814-836-5776
Website: hbkswealth.com

No. 2 · RIA

Bishop & Company Investment Management

Bishop & Company Investment Management is an investment adviser based in Erie, PA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $441 million, as filed on 18 March 2026.

Bishop & Company Investment Management charges 0.50%–1.00% a year for its Discretionary Investment Management.

Regulatory AUM: $441M
Clients: 209
Advisory staff: 2
Founded: 2008
Fee schedule: 0.50% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 1250 Tower Lane, Suite 101, Erie, PA 16505
Phone: 814-314-0344
Website: bishopinvestmentmanagement.com

No. 3 · RIA

Robbins Financial Advisory Service

Robbins Financial Advisory Service is an investment adviser based in Erie, PA, registered with the SEC since 1991. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $242 million, as filed on 29 July 2026.

Robbins Financial Advisory Service charges 0.60%–1.00% a year for its Portfolio management services.

Regulatory AUM: $242M
Clients: 139
Advisory staff: 3
Founded: 1990
Fee schedule: 0.60% to 1.00% a year
Minimum account: $300,000
Custodians: Charles Schwab
Headquarters: 3939 West Ridge Road, Suite C2, Erie, PA 16506-1887
Phone: 814-838-4185
Website: investrwm.com

No. 4 · RIA

Wedgewood Investors

Wedgewood Investors is an investment adviser based in Erie, PA, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Its regulatory assets under management total $216 million, as filed on 24 March 2026.

Wedgewood Investors charges 1.00% a year for its Customary annual fee.

Regulatory AUM: $216M
Clients: 296
Advisory staff: 2
Fee schedule: 1.00% to 1.00% a year
Headquarters: 100 State Street, Suite 506, Erie, PA 16507-1466
Phone: 814-456-3651
Website: wedgewoodinvestors.com

No. 5 · RIA

AllStreet Financial

AllStreet Financial is an investment adviser based in Erie, PA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $150 million, as filed on 13 August 2026.

AllStreet Financial charges 0.35%–1.25% a year for its Investment Advisory Services.

Regulatory AUM: $150M
Clients: 90
Advisory staff: 2
Fee schedule: 0.35% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 302 French Street, Erie, PA 16507
Phone: 814-425-5182
Website: evidentfinancial.com

No. 6 · RIA

Elite Life Management

Elite Life Management is an investment adviser based in Erie, PA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $147 million, as filed on 12 November 2025.

Regulatory AUM: $147M
Clients: 91
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 2725 Colonial Ave, Erie, PA 16505
Phone: 814-836-5776
Website: elitelifeteam.com

No. 7 · RIA

SKM Wealth Advisors

SKM Wealth Advisors is an investment adviser based in Erie, PA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $107 million, as filed on 5 May 2026.

SKM Wealth Advisors charges 0.20%–1.00% a year for its Investment Management Services.

Regulatory AUM: $107M
Clients: 97
Advisory staff: 9
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1545 West 38th Street, Erie, PA 16508
Phone: 814-325-2699
Website: oneupfinancial.com

Questions about financial advisors in Erie

How many financial advisor firms are headquartered in Erie?

7 SEC-registered financial advisor firms report their principal office in Erie, PA, managing $8.96B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Erie?

HBK Sorce Advisory, with $7.66B in regulatory assets under management on its latest Form ADV. The next largest are Bishop & Company Investment Management ($441M) and Robbins Financial Advisory Service ($242M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Erie?

The median firm manages $216M in regulatory assets. That is the midpoint of the 7 firms headquartered in Erie.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Erie charge?

Of the 7 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Erie?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Erie has 7 financial advisor firms; see every adviser in the city →