Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | HBKS WEALTH ADVISORS Zuck Road Office Park, 5121 Zuck Road Erie, PA, 16506 | $5,570,269,830 | 17566 | 105 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC 1250 Tower Lane, Suite 101 Erie, PA, 16505 | $272,078,739 | 467 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | WEDGEWOOD INVESTORS INC 100 State Street, Suite 506, Erie, PA, 16507-1466 | $195,423,083 | 283 | 4 | A Percentage of AUM |
4 | ROBBINS WEALTH MANAGEMENT 3939 West Ridge Road, Suite C2 Erie, PA, 16506-1887 | $169,252,901 | 369 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | PARK SHORE PARTNERS LLC 5121 Zuck Road, Erie, PA, 16506 | $103,077,478 | 5 | 12 | A Percentage of AUM, Performance Based |
6 | ELITE LIFE MANAGEMENT LLC 5121 Zuck Rd, Erie, PA, 16505 | $88,421,221 | 138 | 3 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 112139
Assets Under Management $5,570,269,830
No. Of Clients17566
Clients Per Financial Advisor167
HBKS WEALTH ADVISORS is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17566 clients. The team consists of 105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146448
Assets Under Management $272,078,739
No. Of Clients467
Clients Per Financial Advisor234
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 467 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104834
Assets Under Management $195,423,083
No. Of Clients283
Clients Per Financial Advisor71
WEDGEWOOD INVESTORS INC is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 283 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106088
Assets Under Management $169,252,901
No. Of Clients369
Clients Per Financial Advisor123
ROBBINS WEALTH MANAGEMENT is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 369 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145265
Assets Under Management $103,077,478
No. Of Clients5
Clients Per Financial Advisor0
PARK SHORE PARTNERS LLC is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310917
Assets Under Management $88,421,221
No. Of Clients138
Clients Per Financial Advisor46
ELITE LIFE MANAGEMENT LLC is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $88M assets under management, the firm specializes in crafting personalized retirement planning solutions for 138 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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