Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

One-Up Financial financial advisors

Every SEC-registered investment adviser representative at One-Up Financial, by the state and city of the office they work from.

9 registered advisors work at One-Up Financial, in 1 state and 1 city; the most are in Erie, PA (9). 1 list the CFP designation and 0 are also registered broker representatives.

Search every One-Up Financial advisor by name →Who joined and left One-Up Financial →One-Up Financial: assets, clients and custodians →

Cities with the most One-Up Financial advisors

Erie, PA 9

One-Up Financial advisors by state

One-Up Financial in Pennsylvania 9

Erie 9

Questions

How many financial advisors does One-Up Financial have?

9 investment adviser representatives are registered with One-Up Financial, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does One-Up Financial have the most advisors?

Erie, PA, with 9 registered advisors. By state, Pennsylvania has the most, with 9.

How do I find a One-Up Financial financial advisor near me?

Pick your state below, then your city, to see every One-Up Financial advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at One-Up Financial offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →