What is HBKS Wealth Advisors's NAICS code?

HBKS Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Insights

High net wealth HBKS Wealth Advisors operates as a leading registered investment advisory with a broad client base including individuals, families, businesses, nonprofits, and other organizations, indicating strong cross‑sell potential from related financial services and advisory offerings.

Regional footprint With 11 offices across four states and a national firm backing, there are opportunities to upsell integrated services across locations, leverage local market knowledge, and expand referrals within a distributed advisor network.

Tech enabled A diversified tech stack (Google Ads, Adobe Experience Cloud, Pardot, Marketo, Shopify, Mimecast, Cisco Meraki, Office 365) suggests readiness for digital marketing collaboration and scalable client engagement, enabling targeted campaigns and improved lead conversion.

Growth signals Revenue is in the multi‑hundred million range and recent asset investments show ongoing portfolio activity, signaling willingness to allocate capital for strategic advisory services, risk management, and wealth planning enhancements.

M&A and partnerships Notable activity and recognition as a Top 100 rated firm, plus affiliations with HBK CPAs & Consultants, imply opportunities to offer integrated financial, tax, and consulting services to broaden client solutions and drive cross‑line revenue.

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HBKS Wealth Advisors Tech Stack

HBKS Wealth Advisors uses 8 technology products and services including Google Ads, Adobe Experience Cloud, Shopify, and more. Explore HBKS Wealth Advisors's tech stack below.

Google Ads
Advertising
Adobe Experience Cloud
Data Management Platforms
Shopify
E-commerce
Mimecast Secure Email Gateway
Email Security
Pardot
Marketing
Marketo
Marketing Automation
Cisco Meraki
Network Hardware
Office 365
Office Suites

Media & News

HBKS Wealth Advisors's Email Address Formats

HBKS Wealth Advisors uses at least 3 email formats:

HBKS Wealth Advisors Email Formats	Example	Percentage
FLast@hbkswealth.com	JDoe@hbkswealth.com	90%
Last@hbkswealth.com	Doe@hbkswealth.com	9%
First.Last@hbkswealth.com	John.Doe@hbkswealth.com	1%

Frequently Asked Questions

What is HBKS Wealth Advisors's phone number?

You can contact HBKS Wealth Advisors's main corporate office by phone at

+1-800-823-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is HBKS Wealth Advisors's official website and social media links?

HBKS Wealth Advisors's official website is hbkswealth.com and has social profiles on LinkedIn.

How much revenue does HBKS Wealth Advisors generate?

As of October 2026, HBKS Wealth Advisors's annual revenue is estimated to be $100M - $250M.

What is HBKS Wealth Advisors's SIC code and NAICS code?

HBKS Wealth Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does HBKS Wealth Advisors have currently?

As of October 2026, HBKS Wealth Advisors has approximately 126 employees across 3 continents, including North America, Europe and Asia. Key team members include Mede-Eigenaar: K. K., Principal, Chief Operating Officer: S. C. and Owner: S. V. Explore HBKS Wealth Advisors's employee directory with LeadIQ.

What industry does HBKS Wealth Advisors belong to?

HBKS Wealth Advisors operates in the Financial Services industry.

What technology does HBKS Wealth Advisors use?

HBKS Wealth Advisors's tech stack includes Google Ads, Adobe Experience Cloud, Shopify, Mimecast Secure Email Gateway, Pardot, Marketo, Cisco Meraki and Office 365.

What is HBKS Wealth Advisors's email format?

HBKS Wealth Advisors's email format typically follows the pattern of FLast@hbkswealth.com. Find more HBKS Wealth Advisors email formats with LeadIQ.

When was HBKS Wealth Advisors founded?

HBKS Wealth Advisors was founded in 2001.

HBKS Wealth Advisors

Q: What is HBKS Wealth Advisors's official website and social media links?

HBKS Wealth Advisors's official website is hbkswealth.com. HBKS Wealth Advisors has social profiles on LinkedIn.

Q: How many employees does HBKS Wealth Advisors have currently?

HBKS Wealth Advisors has approximately 126 employees.

Q: What technology does HBKS Wealth Advisors use?

HBKS Wealth Advisors's tech stack includes RSS, Marketo, SAP Crystal Reports, Microsoft Word, Ultimate Software.

Financial ServicesPennsylvania, United States51-200 Employees

HBKS Wealth Advisors is a financial services firm that provides wealth and asset management for individuals, families, businesses, nonprofits, and other organizations. Based in Erie, Pennsylvania, the firm operates a network of offices across four states, delivering local, personalized service and supported by the resources of a large national organization. As a registered investment adviser, HBKS adheres to fiduciary standards, aiming to act in clients' best interests. Its client base includes individuals, families, businesses, nonprofits, and other organizations seeking comprehensive wealth management and asset management services. Studies by Financial Advisor Magazine and Accounting Today rank HBKS among the top U.S. RIAs.