Best Financial Advisors in Erie, PA

24 firms listed · 19 in Erie · 1 open weekends · 17 rated 4.5+

Data verified October 16, 2026

Roland Financial Wealth Management

Roland Financial Wealth Management

(48)
  • Questions
  • Understand
  • Retirement
“Roland spent a lot of time with us talking about our retirement plans and working with us to develop an investment strategy that was best for us.”
In Business Since 2014
3910 Caughey Rd #140, Erie, PA
i
Widget Financial Investment Center

Widget Financial Investment Center

Transparent Fees & Pricing
In Business Since 2012
5553 W Ridge Rd, Erie, PA
i
Estate Solution Planners

Estate Solution Planners

(2)
“Great people and they are always available to handle things!”
In Business Since 2014
8331 Edinboro Rd, Erie, PA
i
Stoner Financial Management

Stoner Financial Management

(2)
“I was able to set up access to my account.”
Family Business
In Business Since 2016
410 Cranberry St # 340, Erie, PA
i
Behn Financial Group

Behn Financial Group

(1)
“I had to cancel my appointment because I injured my back.”
Transparent Fees & Pricing
In Business Since 2020
2005 W 8th St #206, Erie, PA
i
Scalise Financial Advisors

Scalise Financial Advisors

In Business Since 2005
4021 W 12th St, Erie, PA
i

The 24 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

Of the 24 firms we list here, 19 are in Erie itself and 5 come from Meadville (2, 34 mi), Ashtabula, OH (1, 40 mi) and Jamestown, NY (1, 43 mi). 17 of the firms on this page have a rating, from 4.5 to 5.0 across 190 reviews; 2 have 50 or more reviews. 1 is open on Saturdays. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 17 publish a contact page; 16 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Erie listed here?

19 of the 24 firms are located in Erie. The others come from other towns within 45 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Evident Financial

Evident Financial

In Business Since 2012
900 State St #103, Erie, PA
i
Kress Financial Services

Kress Financial Services

(3)
“I feel very confident that my financial future wellbeing is in good hands.”
In Business Since 2010
2201-2205 W Grandview Blvd, Erie, PA
i
Waddell & Reed

Waddell & Reed

(1)
“Robert is extremely knowledgeable and very helpful.”
In Business Since 2022
3303 W 26th St, Erie, PA
i
White Oak Wealth Partners

White Oak Wealth Partners

Offers Financing Options
In Business Since 2017
100 State St Suite 503, Erie, PA
i
Bishop & Company Investment Management

Bishop & Company Investment Management

In Business Since 2011
1250 Tower Ln, Erie, PA
i
The Investment Center of Erie

The Investment Center of Erie

Accepts All Major Credit Cards
In Business Since 2012
4509 W Ridge Rd, Erie, PA
i
One-Up Financial

One-Up Financial

In Business Since 2020
1001 State St #907, Erie, PA
i
Magnus Wealth Management

Magnus Wealth Management

In Business Since 2015
717 State St # 702, Erie, PA
i
LPL Financial Kevin Slocum

LPL Financial Kevin Slocum

In Business Since 2012
3939 W Ridge Rd a104, Erie, PA
i
Anthony Chiarelli

Anthony Chiarelli

In Business Since 2020
100 State St Suite 440, Erie, PA
i
K2S

K2S

3910 Caughey Rd # 210, Erie, PA
i
Cornerstone Wealth Advisory & Insurance Services

Cornerstone Wealth Advisory & Insurance Services

In Business Since 2014
3910 Caughey Rd #220, Erie, PA
i
Wedgewood Investors

Wedgewood Investors

In Business Since 2012
100 State St # 506, Erie, PA
i
Bnb Financials

Bnb Financials

(50)
  • Team
  • Hands
  • Company
“I've dealt with a lot of companies who say they do this and do that but Bn B is the only company that really has stood behind their services how they say they do and that's from an experience customer in the field thanks BNB”
In Business Since 2015
Erie, PA
i
M & D Burnett TAX Service

M & D Burnett TAX Service

(5)
“On top of that, they are warm, kind and compassionate.”
Remote Consultations Available
In Business Since 2017
Serving Erie Area
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Brookhouse Advisors

Brookhouse Advisors

In Business Since 2022
Serving Erie Area
i
Huffman-Mayer Wealth Management Group

Huffman-Mayer Wealth Management Group

(13)
  • Advisors
  • Team
  • Retirement
“The Huffman Mayer Paolo team is a great group of advisors with a great deal of knowledge concerning investing.”
In Business Since 2008
Serving Erie Area
i
Weinberg Financial Group

Weinberg Financial Group

(2)
“Have had outstanding assistance with financial matters for over 15 years.”
In Business Since 1999
Serving Erie Area
i
HomeWealth Management AdvisorsPennsylvaniaErie, PA

Retirement Planning and Investment Management Services in Erie, PA Cost Estimates

Minimum cost
$1157
Maximum cost
$9832
National Average
$3470
Avg Per Hour Rates
$347
$2314
$6362
Average price range is based on 267 cost profiles
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Average Cost $3470
Minimum cost $1157
Maximum cost $9832
Avg Per Hour Rates $347

Average range $2314 to $6362 is based on 267 cost profiles.

Why these companies made our list

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