AdvisorCensus / Financial advisors / Pennsylvania / Erie, PA / New firms
New investment advisory firms in Erie, PA
3 investment advisory firms in Erie, PA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Haverford Wealth Management, LLC | Erie, PA | State-registered investment adviser |
June 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| One-Up Financial | Erie, PA | SEC-registered investment adviser |
May 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Evident Financial | Erie, PA | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
Cite this page
AdvisorCensus. New investment advisory firms in Erie, PA. https://advisorcensus.com/advisors/pa/erie/new-firms https://advisorcensus.com/advisors/pa/erie/new-firms