Hbks Wealth Advisors

RIASEC RegisteredEst. 2001

Total AUM

$7.7B

Discretionary

$7.2B

94% of AUM

Avg account

$362K

Accounts

21,190

Employees

109

Advisory reps

Firm details

Headquarters: Erie, Pennsylvania
CRD number: 112139
Registered since: July 19, 2001
Website: hbkswealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.36%
Individuals15.87%
Corporations / Businesses9.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Hbks Wealth Advisors is an independent, SEC-registered RIA organized as an LLC that provides wealth management and advisory services to both individual/family and institutional clients. The firm combines financial planning with discretionary and non-discretionary portfolio management, pension consulting, selection of other advisers, and publishes client-facing material. Its fees are charged using a mix of AUM-based percentages, hourly rates, and fixed fees. Hbks positions itself as a capital allocator that uses third-party managers for portions of client portfolios rather than relying solely on in‑house strategies. The firm has been recognized repeatedly in industry lists, appearing in rankings from outlets such as Financial Times, FA Magazine, Barron’s (multiple years), CNBC and Citywire between 2020 and 2025. Hbks reports it does not identify as an active ESG investor.