Rialytix insights

Top RIA Firms in Erie, Pennsylvania

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Erie, Pennsylvania. This hub covers 6 matching firms with $8.8B in total reported AUM and median AUM of $228.8M.

Firms

Matching current profiles

Total AUM

$8.8B

Reported regulatory AUM

Median AUM

$228.8M

Across firms with AUM

Largest firm

$7.7B

Hbks Wealth Advisors

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Hbks Wealth Advisors CRD 112139 · Limited Liability Company	ERIE, PA	$7.7B Feb 2026	+$1.2B+17.8%	+$2.7B+53.5%	+$3.4B+80.4%	+$6.4B+512.7%	+14 employees+14.7% over 3Y	+5,526 accounts+35.3% over 3Y
2. Bishop & Company Investment Management, LLC CRD 146448 · Limited Liability Company	ERIE, PA	$440.8M Mar 2026	+$122.3M+38.4%	+$110.2M+33.3%	+$162.0M+58.1%	+$343.0M+350.6%	+1 employees+50.0% over 3Y	+46 accounts+10.0% over 3Y
3. Robbins Wealth Management CRD 106088 · Corporation	ERIE, PA	$241.7M Mar 2026	+$20.7M+9.4%	+$72.4M+42.8%	+$70.7M+41.4%	+$130.2M+116.7%	0 employees+0.0% over 3Y	+5 accounts+1.4% over 3Y
4. Wedgewood Investors INC CRD 104834 · Corporation	ERIE, PA	$215.8M Mar 2026	+$12.0M+5.9%	-$396.4K-0.2%	+$19.3M+9.8%	+$103.4M+92.0%	0 employees+0.0% over 3Y	+8 accounts+2.8% over 3Y
5. Elite Life Management LLC CRD 310917 · Limited Liability Company	ERIE, PA	$147.0M Nov 2025	+$58.6M+66.3%	+$114.3M+348.5%	—	+$114.3M+348.5%	+1 employees+33.3% over 3Y	+211 accounts+310.3% over 3Y
6. Park Shore Partners LLC CRD 145265 · Limited Liability Company	ERIE, PA	$109.9M Nov 2025	-$5.5M-4.7%	+$1.0M+0.9%	+$26.7M+32.1%	+$84.3M+330.4%	-2 employees-22.2% over 3Y	+3 accounts+150.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.