AdvisorCensus / Financial advisors / Pennsylvania / Erie, PA / Charles Schwab
Financial advisors in Erie, PA using Charles Schwab
6 SEC-registered investment advisory firms headquartered in the Erie, PA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Bishop & Company Investment Management, LLC | Erie | SEC-registered investment adviser | $100 million to $500 million |
| Elite Life Management LLC | Erie | SEC-registered investment adviser | $100 million to $500 million |
| Evident Financial | Erie | SEC-registered investment adviser | $100 million to $500 million |
| HBKS Wealth Advisors | Erie | SEC-registered investment adviser | Over $5 billion |
| One-Up Financial | Erie | SEC-registered investment adviser | $100 million to $500 million |
| Robbins Wealth Management | Erie | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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