Falists

Pennsylvania · 13 advisers

Financial Advisors in Erie, Pennsylvania

Looking for a financial advisor in Erie, Pennsylvania? Falists indexes 13 SEC-registered and state-registered investment advisers in Erie — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 11 firms list a website you can visit directly. Firms in this directory manage up to $7.66B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

13

With website

11

Largest AUM

$7.66B

Financial planning

10

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth13Planning10Trusts12Retirement9Institutional7

Top advisors in Erie

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

More cities in Pennsylvania

Pittsburgh (88)Philadelphia (86)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)

Common questions

How many financial advisors are in Erie, Pennsylvania?
13 registered investment advisers are listed in our Erie directory, sourced from public SEC filings.
What types of advisors are in Erie?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Erie?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.