| 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 Jul 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. Evident Financial CRD 281661 · Limited Liability Company | ERIE, PA | $149.7M Apr 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 6. 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 |
| 7. 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 |
| 8. One-Up Financial CRD 333778 · Limited Liability Company | ERIE, PA | $107.5M May 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |