Best Financial Advisors in ERIE, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in ERIE
HBKS WEALTH ADVISORS
ERIE, PA · Since 2001
EVIDENT FINANCIAL
ERIE, PA · Since 2026
ELITE LIFE MANAGEMENT LLC
ERIE, PA · Since 2022
ONE-UP FINANCIAL
ERIE, PA · Since 2026
WEDGEWOOD INVESTORS INC
ERIE, PA · Since 1987
ROBBINS WEALTH MANAGEMENT
ERIE, PA · Since 1991
PARK SHORE PARTNERS LLC
ERIE, PA · Since 2007
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
ERIE, PA · Since 2008
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ERIE?
The median advisory fee in ERIE, PA is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.