AdFi
HW

HBKS Wealth Advisors

SEC Registered

Working Together Sets Us Apart.

Erie, PAhttps://hbkswealth.com814-836-5776
Assets Under Management
$5B–$25B
Employees
109
Office Locations
14 offices
Total Accounts
21190

About the firm

HBKS Wealth Advisors provides a comprehensive range of financial services to individuals and businesses. Their certified financial planners are committed to helping clients manage, grow, and protect their wealth. They operate as independent fiduciaries and offer access to accounting, tax, and advisory services through their affiliate, HBK CPAs & Consultants, a Top 100 CPA firm.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies

Areas of expertise

Financial PlanningWealth ManagementPortfolio ManagementEstate PlanningTax ServicesAccountingFiduciary AdvisoryCharitable GivingIndependent Advisory

Services

Comprehensive financial planning, portfolio management, wealth management, estate planning, and access to accounting, tax, and advisory services through affiliate HBK CPAs & Consultants

Who they serve

Individuals and businesses, including high-net-worth couples

Client segmentClientsAssets managed
Individuals (Non-HNW)5,747$1.2B
High Net Worth Individuals1,597$5.7B
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations161$0
State/Municipal Entities18
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

300 total clients reported on Form ADV.

Leadership

Phillip Lyle Wilson
TREASURER
Christopher Mark Allegretti
CHAIRMAN
Christopher Neal Sorce
MEMBER
Gregory Joseph Sorce
MEMBER
Raymond Dean Piccirillo
MEMBER
Richard Charles Morrow
MEMBER
Stephen Carl Schramm
MEMBER
Scott Allan Cross
MEMBER
Michael Gustave Wassmann
CHIEF COMPLIANCE OFFICER
Dan E Baer
MEMBER
Brian Scott Sommers
CHIEF INVESTMENT OFFICER, MEMBER
Gerald William Hall
MEMBER
James Anthony Arcoraci
MEMBER
Steven Michael Rinn
MEMBER
David Darwish
MEMBER
Quinto Fabio Ambrosetti
MEMBER
Matthew James Costigan
MEMBER
Ryan Henry Furtwangler
MEMBER
William Francis Casey
MEMBER
Augustine Anton Repetto
MEMBER
Brian William Mallette
MEMBER
Thomas J Taranto
MEMBER
Brittany Lauren Taylor
MEMBER

Office locations

14 offices in 5 states
PA
ErieHQ
PA
Warrendale
FL
Naples
FL
Sarasota
PA
Conshohocken
PA
Meadville
FL
Stuart
PA
Erie
FL
Naples
OH
Canfield
FL
Ft. Myers
PA
King Of Prussia
NJ
Holmdel
NY
Fredonia

Advisors at this firm

74 advisors in the directory

Christopher Paul Allegretti
Investment Adviser Representative
Dual-registered
Zachary M. Allegretti
Investment Adviser Representative
Dual-registered
Jason Christopher Alward
Investment Adviser Representative
Dual-registered
Quinto Fabio Ambrosetti
Investment Adviser Representative
Dual-registered
James Anthony Arcoraci
Investment Adviser Representative
Dual-registered
Kevin Daniel Astry
Investment Adviser Representative
Dual-registered
Victoria Castoria Avila
Investment Adviser Representative
Investment Adviser Rep
Irene F Buettner
Investment Adviser Representative
Dual-registered
Ethan D Berkebile
Investment Adviser Representative
Investment Adviser Rep
Patrick James Brown
Investment Adviser Representative
Investment Adviser Rep
Isaiah Brownman
Investment Adviser Representative
Investment Adviser Rep
Renee Michelle Brunner
Investment Adviser Representative
Dual-registered
Stephen Burleson
Investment Adviser Representative
Dual-registered
William Francis Casey III
Investment Adviser Representative
Investment Adviser Rep
Matthew James Costigan
Investment Adviser Representative
Dual-registered
William John Chase IV
Investment Adviser Representative
Dual-registered
Scott Allan Cross
Investment Adviser Representative
Dual-registered
Rodrigo Diaz
Investment Adviser Representative
Dual-registered
David Darwish
Investment Adviser Representative
Dual-registered
Jennifer Liy Di Lorenzo
Investment Adviser Representative
Investment Adviser Rep
Brett Adam Dusch
Investment Adviser Representative
Dual-registered
Lawrence Christopher Fiorella
Investment Adviser Representative
Dual-registered
Shawn Fodge
Investment Adviser Representative
Dual-registered
Jonathan Frawley
Investment Adviser Representative
Investment Adviser Rep
Ryan Henry Furtwangler
Investment Adviser Representative
Dual-registered
Patrick James Gano
Investment Adviser Representative
Investment Adviser Rep
Gabriel Francis Gallagher
Investment Adviser Representative
Investment Adviser Rep
Sarah Noemi Garnica-Saldana
Investment Adviser Representative
Investment Adviser Rep
Kerri Anne Goldsmith
Investment Adviser Representative
Dual-registered
Christopher James Hines
Investment Adviser Representative
Dual-registered
Brendan Robert Thomas Hunter
Investment Adviser Representative
Dual-registered
Gerald William Hall
Investment Adviser Representative
Dual-registered
Ryan William Hawk
Investment Adviser Representative
Dual-registered
Tyler James Holes
Investment Adviser Representative
Investment Adviser Rep
Nicole Marie Jackmack
Investment Adviser Representative
Investment Adviser Rep
Donna Leeann Kline
Investment Adviser Representative
Dual-registered
Jason Klein
Investment Adviser Representative
Investment Adviser Rep
Christine Ann Kujan
Investment Adviser Representative
Dual-registered
Rebekah Mary Lacorte
Investment Adviser Representative
Investment Adviser Rep
William Michael Lofley
Investment Adviser Representative
Investment Adviser Rep
Richard Charles Morrow Jr.
Investment Adviser Representative
Dual-registered
Amanda Mahland
Investment Adviser Representative
Dual-registered
Brian William Mallette
Investment Adviser Representative
Investment Adviser Rep
Dakota Mezzacapo
Investment Adviser Representative
Investment Adviser Rep
Logan Keith Mitchell
Investment Adviser Representative
Investment Adviser Rep
Jessica Morrow
Investment Adviser Representative
Investment Adviser Rep
Christopher Joseph Nagel
Investment Adviser Representative
Investment Adviser Rep
Jason John Gilbert Nunnery
Investment Adviser Representative
Dual-registered
Candice Mae Oakley
Investment Adviser Representative
Investment Adviser Rep
Raymond Dean Piccirillo
Investment Adviser Representative
Dual-registered
Andrew Walseth Purcell
Investment Adviser Representative
Dual-registered
Steven Michael Rinn
Investment Adviser Representative
Dual-registered
Robin Lynn Roberts
Investment Adviser Representative
Dual-registered
Augustine Anton Repetto
Investment Adviser Representative
Dual-registered
Michael Edward Ringler
Investment Adviser Representative
Investment Adviser Rep
Jason R Rundorff
Investment Adviser Representative
Dual-registered
Brian Scott Sommers
Investment Adviser Representative
Dual-registered
George Sanders
Investment Adviser Representative
Investment Adviser Rep
Stephen Carl Schramm
Investment Adviser Representative
Dual-registered
Joseph Michael Schultz
Investment Adviser Representative
Dual-registered
Regan Veronica Schumacher
Investment Adviser Representative
Dual-registered
Anthony James Scrocco
Investment Adviser Representative
Investment Adviser Rep
Iris Jazmin Serrano
Investment Adviser Representative
Investment Adviser Rep
O'Connor Knight Suffich
Investment Adviser Representative
Dual-registered
Steven Theodore Swindler
Investment Adviser Representative
Dual-registered
Thomas J Taranto
Investment Adviser Representative
Dual-registered
Brittany Lauren Taylor
Investment Adviser Representative
Dual-registered
Paul Michael Taylor
Investment Adviser Representative
Dual-registered
Shania Uhteg
Investment Adviser Representative
Investment Adviser Rep
Brian Haydon Welsh
Investment Adviser Representative
Dual-registered
Michael Gustave Wassmann
Investment Adviser Representative
Dual-registered
Anthony Brent Wauterlek
Investment Adviser Representative
Dual-registered
Steven Alex Weryha
Investment Adviser Representative
Dual-registered
Christopher Michael Zehner
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#112139
SEC Number
801-60424
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HBKS Wealth Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
HBKS Wealth Advisors in Erie, PA | AdvisorFinder