HBKS Wealth Advisors

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Trust Score 90%
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HBKS Wealth Advisors, federally registered in 2001, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff of 71 advisors. HBKS Wealth Advisors manages $3.4 billion and provides investment advisory services for 4,151 clients (1:59 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: September 21st, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) 3,237 / 7,646
Top Advisors View Advisors
Minimum Investment $0
Average Client Balance $830,653
Dually-Registered Yes
Disciplinary History No
Total AUM $3.4 billion
Advisor / Client Ratio 1:59
Headquarters Erie, PA
SEC Filings Forms and Brochures    (CRD # 112139)
State(s) Registered AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, ME, MD, MA, MI, NE, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, VT, VA, WA, WY


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