Best Financial Advisors in Erie, PA

19 firms listed · all 19 in Erie · 1 open weekends · 14 rated 4.5+

Data verified October 16, 2026

Roland Financial Wealth Management

Roland Financial Wealth Management

4.9 48 reviews
“He covered so much information, and did it in such a way that I was able to understand and if I had a question, he patiently answered it for me.”
Since 2014
3250 W Lake Rd
i
Bnb Financials

Bnb Financials

5.0 74 reviews
“Great honest company, always tries to do what is right by law.”
Since 2015
4002 Main St
i
White Oak Wealth Partners

White Oak Wealth Partners

5.0 19 reviews
“He has set us up into a sound investment program that aided us in putting our three children through college and establishing our investment program for retirement along with a very good the Long Term Care insurance program”
Since 2017Financing
100 State St Suite 503
i
Widget Financial Investment Center

Widget Financial Investment Center

Since 2012Prices online
5553 W Ridge Rd
i
One-Up Financial

One-Up Financial

5.0 2 reviews
“One-up Financial —great service, regular updates, expert advice from a CPA and fiduciary!”
Since 2020
1545 W 38th St
i
Stoner Financial Management

Stoner Financial Management

5.0 2 reviews
“They are an extremely professional, family-oriented team who we are proud to have as our financial advisors.”
Since 2016Family-owned
410 Cranberry St # 340
i

The 19 firms listed for Erie, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Erie, PA

All 19 firms we list here are in Erie itself. 15 of the firms on this page have a rating, from 3.0 to 5.0 across 186 reviews; 2 have 50 or more reviews and 14 are rated 4.5 or higher. 1 is open on Saturdays. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2005. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for 18 of the firms on this page; 12 publish a contact page; 13 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Erie take financial planning bookings online?

3 of the 19 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Estate Solution Planners

Estate Solution Planners

5.0 2 reviews
“Great people and they are always available to handle things!”
Since 2014
8331 Edinboro Rd
i
Evident Financial

Evident Financial

5.0 1 review
Since 2012
302 French St
i
Kress Financial Services

Kress Financial Services

5.0 5 reviews
“I feel very confident that my financial future wellbeing is in good hands.”
Since 2010
2201-2205 W Grandview Blvd
i
Scalise Financial Advisors

Scalise Financial Advisors

Since 2005
Tradewinds Building, 4021 W 12th St
i
Waddell & Reed

Waddell & Reed

5.0 1 review
“Robert is extremely knowledgeable and very helpful.”
Since 2022
3303 W 26th St
i
The Investment Center of Erie

The Investment Center of Erie

Since 2012
3800 W 12th St Suite 2
i
Bishop & Company Investment Management

Bishop & Company Investment Management

Since 2011
1250 Tower Ln
i
Behn Financial Group

Behn Financial Group

3.0 1 review
Since 2020Prices online
2005 W 8th St #206
i
Anthony Chiarelli

Anthony Chiarelli

Since 2020
100 State St Suite 440
i
Magnus Wealth Management

Magnus Wealth Management

Since 2015
717 State St # 702
i
LPL Financial Kevin Slocum

LPL Financial Kevin Slocum

Since 2012
3939 W Ridge Rd a104
i
K2S

K2S

3910 Caughey Rd # 210
i
Wedgewood Investors

Wedgewood Investors

Since 2012
100 State St # 506
i
HomeWealth Management AdvisorsPennsylvaniaErie, PA

Why these companies made our list

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