Data / Investment advisers / Pennsylvania / HBKS Wealth Advisors
HBKS Wealth Advisors, Erie, PA: $7.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
HBKS Wealth Advisors is an SEC registered investment adviser with its main office in Erie, Pennsylvania and reports $7.7 billion in regulatory assets under management in its Form ADV filed February 17, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch HBKS Wealth Advisors (CRD number 112139): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 112139
- SEC file number
- 801-60424
- SEC status
- Approved, effective July 19, 2001
- Legal name
- HBK Sorce Advisory LLC
- Main office
- 2725 Colonial Ave, Erie, PA 16506
- Phone
- (814) 836-5776
- Website
- hbkswealth.com
- Regulatory AUM
- $7,661,939,874 in the Form ADV filed February 17, 2026
- Discretionary AUM
- $7,173,564,957
- Non discretionary AUM
- $488,374,917
- Accounts
- 21,190
- Employees
- 109, of which 73 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 12
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,597 | $5.70 billion |
| Individuals (other than high net worth individuals) | 5,747 | $1.22 billion |
| Corporations or other businesses | 301 | $748.6 million |
| Pension and profit sharing plans | 161 | Not listed |
| Charitable organizations | 18 | Not listed |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capital Analysts | Fort Washington | $8.77 billion | Not listed | adviserinfo.sec.gov |
| Tiff Investment Management | Radnor | $8.62 billion | 37 | adviserinfo.sec.gov |
| Wealthcare Advisory Partners LLC | West Chester | $8.29 billion | Not listed | adviserinfo.sec.gov |
| Harvest Fund Advisors LLC | Wayne | $8.13 billion | 6 | adviserinfo.sec.gov |
| Confluence Financial Partners | McMurray | $7.81 billion | Not listed | adviserinfo.sec.gov |
| LLR Management HOLDCO, L.P. | Philadelphia | $7.57 billion | 19 | adviserinfo.sec.gov |
| Retirement and Wealth at Alliant, LLC | Wayne | $7.37 billion | Not listed | adviserinfo.sec.gov |
| Miller Investment Management, LP | West Conshohocken | $7.10 billion | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- HBKS Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.