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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Erie, PA

Every SEC-registered investment adviser representative at a firm office in Erie, with the firms that employ the most of them.

224 registered advisors work in Erie; the most are at Equitable Advisors, LLC (26). 38 list the CFP designation and 177 are also registered broker representatives.

Firms with the most advisors in Erie

FirmAdvisors in Erie
Equitable Advisors, LLC news26
LPL Financial LLC news23
Hbks Wealth Advisors19
Ameriprise Financial Services, LLC news14
Edward Jones news12
Merrill Lynch, Pierce, Fenner & Smith Incorporated news12
One-Up Financial9
Cetera Investment Advisers LLC news7
Osaic Wealth, Inc. news7
PNC Wealth Management LLC7
RBC Capital Markets, LLC news6
Wells Fargo Clearing Services, LLC news6
Bankers Life Advisory Services, Inc.5
Commonwealth Financial Network news5
Gladstone Wealth Partners5
Raymond James Financial Services Advisors, Inc. news3
Thrivent Investment Management Inc.3
UBS Financial Services Inc. news3
Bishop & Company Investment Management, LLC2
Capital Analysts2
Citizens Securities, Inc.2
Elite Life Management LLC2
Evident Financial2
Geneos Wealth Management, Inc.2
I.M.S. Wealth Management, LLC2

Advisors in Erie, A to Z

CFP advisors in Erie →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173King Of Prussia 172

Questions

How many financial advisors are in Erie, PA?

224 investment adviser representatives are registered at firm offices in Erie, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 177 of them are also registered as broker representatives, and 38 list the CFP designation.

Which firm has the most financial advisors in Erie?

Equitable Advisors, LLC, with 26 registered advisors in Erie, followed by LPL Financial LLC with 23.

How do I check a financial advisor in Erie?

Each advisor below links to a profile with their firm, registrations, exams 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. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.