Best Financial Advisors in Erie, Pennsylvania

Looking for the right advisor for you? Datalign Advisory makes finding a financial advisor specific to your needs easier than ever.

The small city of Erie, Pennsylvania, is mostly known for its Lake Erie waterfronts. This city is also home to a variety of financial advisors.

Are you considering working with a financial advisor or financial planner? Both can help you reach your short-term and long-term financial goals. Take a look at our list of the best financial advisors in Erie to get started.

Best Financial Advisors in Erie, PA Near You:

  • Best for Long-Term Investing: Bishop & Company Investment Management
  • Best Robo-Advisor: M1 Finance
  • Best for Comprehensive Approach: HBKS Wealth Advisors
  • Best Mobile App: Betterment
  • Best for Families: BKD Wealth Advisors
  • Best Portfolio Analysis: Personal Capital
  • Best for Retirement: Robbins Wealth Management
  • Best for Life Transitions: Evident Financial

Best for Long-Term Investing: Bishop & Company Investment Management

Bishop & Company is a privately-owned investment management and financial planning firm. Advisors meet with you to understand your target rate of return, investment timeline, risk tolerance and available capital. They’ll use this information to create a personalized, long-term investment strategy for you.

Bishop & Company works on a fee-only basis, meaning advisors are only compensated from clients. This minimizes conflicts of interest. Investment management fees can range from 0.50% to 1% annually depending on the assets.

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BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

$190,680,707
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
$750,000
N/A
124
Yes
43
2
  • Financial planning services
Address

1250 TOWER LANE SUITE 101 ERIE PA, 16505

Phone number

814-314-0344

Best For
Customizable Robo Investing

Best Robo-Advisor: M1 Finance

M1 Finance is an online money management platform. You can save, invest, spend and borrow easily. Investment portfolios are made up of stocks, bonds and even fractional shares. You can automate deposits into your investment account to grow your investments faster. Once you have $10,000 saved, you’ll be able to borrow at a low interest — as low as 2%.

You can open an FDIC-insured checking account with no monthly maintenance fees. M1 Finance doesn’t charge commission or platform fees. All these money management tools can be accessed through M1 Finance’s mobile app.

Best for Comprehensive Approach: HBKS Wealth Advisors

HBKS Wealth Advisors is an independent wealth management and financial planning firm with two offices in Erie. Advisors work to understand your finances, goals and challenges. They create an investment strategy in line with your needs. Advisors actively monitor your investments to make sure they are meeting your goals.

HBKS Wealth Advisors also offers financial planning services such as retirement planning, education planning, estate planning, tax planning and more. The firm participates in a wrap fee program. This means you’ll receive investment advisory services, brokerage transactions and more for a single annual fee.

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HBKS WEALTH ADVISORS

HBKS WEALTH ADVISORS

$3,448,043,934
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
No minimum
4
3,108
Yes
12
6
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Address

ZUCK ROAD OFFICE PARK 5121 ZUCK ROAD ERIE PA, 16506

Phone number

814-836-5776

Best For
ETF Investors

Best Mobile App: Betterment

Betterment offers cash management, investing and retirement planning through an easy-to-use mobile app. You start syncing your accounts to the platform and answering questions about your goals and risk levels. Betterment will take all these factors into account and recommend a portfolio for you.

Portfolios are a mix of exchange-traded funds (ETFs), commodities or a basket of assets. Fees start at 0.25% per year. You can also opt for a premium advice plan for 0.40% annually. This includes unlimited over-the-phone access to Betterment’s team of financial advisors.

Best for Families: BKD Wealth Advisors

BKD Wealth Advisors (BKDWA) have been offering wealth management and financial planning services since 1998. Portfolios are made up of mutual funds, ETFs, bonds, stocks and some alternative investments.

Most of the firm’s clients are high-net-worth individuals and families. It operates a family office division that specializes in managing family financial affairs. BKDWA requires a minimum annual fee of $7,500. This fee may be negotiated. Depending on the size of your investment the fees can range between 0.45% up to 1.50% annually.

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BKD WEALTH ADVISORS, LLC

BKD WEALTH ADVISORS, LLC

$3,094,694,433
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
None
N/A
693
Yes
55
6
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Address

910 EAST ST LOUIS ST SUITE 200 SPRINGFIELD MO, 65806

Phone number

417.866.5822

Best For
High Net Worth Individuals

Best Portfolio Analysis: Personal Capital

Personal Capital’s award-winning dashboard offers cash management, wealth management and financial tools. You start by linking all your accounts to the single platform. You can use Personal Capital’s financial tools to create a budget, plan for retirement, track your finances, analyze your cash flow and more.

Once your investment account has $100,000, you’ll have unlimited advice on financial planning and retirement planning. You can also stay updated on the latest financial advice through its blog. There’s a single, all-inclusive annual fee of 0.89% on your 1st $1 million invested assets.

Best for Retirement: Robbins Wealth Management

Robbins Wealth Management is an independent investment management firm. Its investment strategy incorporates tax planning and financial planning. Its services can be especially helpful if you are retired or are planning your retirement.  

Advisors focus on identifying companies that show strong earnings and the right price to generate long-term growth. There is a minimum fee of $3,000 annually. After this, fees can range between 0.60% to 1% of total investment assets.

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ROBBINS WEALTH MANAGEMENT

ROBBINS WEALTH MANAGEMENT

$112,538,532
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
$300,000
2
101
Yes
28
4
  • Financial planning services
Address

3939 WEST RIDGE ROAD SUITE C2 ERIE PA, 16506-1887

Phone number

814-838-4185

Best for Life Transitions: Evident Financial

Evident Financial, a division of AllStreet Financial, offers investment management and financial planning services. It guides clients through major transitions like retirement, inheritance, divorce and selling a business. It also helps families plan for long-term financial goals.

Evident Financial offers a variety of accounts that include individual, joint, IRA and 401(k). Investment portfolios are diversified mixes of low-cost ETFs. Annual fees can range from 0.3% to 1% of total invested assets.

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EVIDENT FINANCIAL

EVIDENT FINANCIAL

$4,658,427
  • A percentage of assets under your management
$250,000
2
N/A
No
13
2
  • Financial planning services
Address

900 STATE STREET SUITE 103 ERIE PA, 16501

Phone number

(814) 425-5182

Frequently Asked Questions

Q

Which certifications should my financial planner have?

1
Which certifications should my financial planner have?
asked
A
1

Your financial planner should be either a certified financial planner (CFP®) or a chartered financial analyst (CFA). They may have additional certifications.

answered
Q

Can financial advisors help debt?

1
Can financial advisors help debt?
asked
A
1

Yes. Your financial advisor is well-suited to help you manage your debt. They can give you advice on how to pay your debt off faster and cheaper. They can also help you grow your savings, which will help you stay out of debt in the future.

answered
Q

Can I talk to a financial advisor for free?

1
Can I talk to a financial advisor for free?
asked
A
1

Many firms offer a free initial conversation with a financial advisor. Most also include financial advice in the annual fee. Make sure to contact a firm or financial advisor to understand its fee structure.

answered

Work with a Financial Advisor

Finding the right financial advisor is only part of the process. You will need to stay updated on how your investments are performing and follow your advisor’s recommendations. All in all, working with a financial advisor can help you reach your goals faster.

Methodology

To determine the top financial advisors in Erie, Pennsylvania, we pored through all SEC-registered advisory firms who have an office in Erie. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offer both investment management and planning, have no conflicts of interest, have offices in multiple states, have a wrap fee program and have over $50 million in assets under management.