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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

One-Up Financial financial advisors in Erie, PA

Every SEC-registered investment adviser representative at a One-Up Financial office in Erie, A to Z.

The short answer

9 registered advisors work at One-Up Financial in Erie, out of 9 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

One-Up Financial advisors in Erie, A to Z

Every One-Up Financial advisor →

One-Up Financial advisors in every city and state →One-Up Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Erie

All Erie advisors →

Equitable Advisors, LLC 27LPL Financial LLC 25Hbks Wealth Advisors 19Ameriprise Financial Services, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Edward Jones 12PNC Wealth Management LLC 9Osaic Wealth, Inc. 8Cetera Investment Advisers LLC 7Gladstone Wealth Partners 6RBC Capital Markets, LLC 6Wells Fargo Clearing Services, LLC 6

Questions

How many financial advisors does One-Up Financial have in Erie?

9 investment adviser representatives are registered at One-Up Financial offices in Erie, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is One-Up Financial one of the largest advisor employers in Erie?

One-Up Financial ranks number 7 in Erie by registered advisors; Equitable Advisors, LLC has the most, with 27.

How do I check a One-Up Financial advisor in Erie?

Each advisor below 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. Advisors are listed at the city of the One-Up Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.