Hbks Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Erie, PA. Its latest Form ADV filing, dated February 17, 2026, reports $7.7B in regulatory assets under management, 109 employees, 12 offices, and 21,190 accounts.
Top client segmentIndividuals represent 73.5% of total clients.
Top client categories% of clientsClients
1
Individuals
73.5%
5,747
2
HNWI
20.4%
1,597
3
Corporations
3.8%
301
4
Pension Plans
2.1%
161
5
Charitable
0.2%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.7Bas of February 17, 2026
Discretionary93.6%
$7.2B
94% of total RAUM93.6%
Non-discretionary6.4%
$488M
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.7B
Total Accounts21,190
10Y AUM Change+$5.1B (+194.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees109
Clients per Employee72:1
10Y Employee Change+43 (+65.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.