What departments does HBKS Wealth Advisors have?

HBKS Wealth Advisors has employees across 3 departments including Finance, Operations, Research.

What is the largest department at HBKS Wealth Advisors?

The largest department at HBKS Wealth Advisors is Finance with 31 employees.

Where are HBKS Wealth Advisors employees located globally?

HBKS Wealth Advisors has employees across 3 continents and 3 countries including Indonesia, Netherlands, United States Of America.

How has HBKS Wealth Advisors's team size changed over time?

HBKS Wealth Advisors's team has decreased from approximately 144 to 103 employees based on available data.

HBKS Wealth Advisors Employee Directory

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.

HBKS Wealth Advisors Global Highlights

North America
166

United States Of America
166

Asia
1

Indonesia
1

Europe
1

Netherlands
1

HBKS Wealth Advisors's Leadership

C. A.
Chief Executive Officer
Mobile Phone
Email
M. W.
Chief Compliance Officer
Mobile Phone
Email
J. H.
Chief Financial Officer
Mobile Phone
Email
S. H.
Chief Financial Officer
Mobile Phone
Email
B. S.
Principal, Chief Investment Officer
Mobile Phone
Email
G. S.
Founding Partner
Mobile Phone
Email
S. C.
Principal, Chief Operating Officer
Mobile Phone
Email
S. V.
Owner
Mobile Phone
Email

HBKS Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Finance
Support
Operations
Analytics
Business
Other
Customer Success
Education
Engineering
Banking
Legal

Contact profiles from HBKS Wealth Advisors

Name

Title

Contact Info

Location

Last Update

B. S.
Principal, Chief Investment Officer
Mobile Phone
Email
United StatesPennsylvania
Mar 21, 2024
G. S.
Founding Partner
Mobile Phone
Email
United StatesPennsylvania
May 08, 2026
M. W.
Chief Compliance Officer
Mobile Phone
Email
United StatesPennsylvania
Oct 20, 2025
J. H.
Chief Financial Officer
Mobile Phone
Email
United StatesPennsylvania
Apr 17, 2026
C. A.
Chief Executive Officer
Mobile Phone
Email
United StatesPennsylvania
Jun 10, 2026
S. H.
Chief Financial Officer
Mobile Phone
Email
United StatesPennsylvania
Apr 15, 2026
S. C.
Principal, Chief Operating Officer
Mobile Phone
Email
May 29, 2026
S. V.
Owner
Mobile Phone
Email
Oct 23, 2024
P. T.
Director Of Financial Planning
Mobile Phone
Email
Apr 16, 2026
L. O.
Director Of Operations
Mobile Phone
Email
United StatesPennsylvania
Mar 13, 2026

Frequently Asked Questions

What is HBKS Wealth Advisors known for?

HBKS Wealth Advisors was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 2725 Colonial Avenue Erie, Pennsylvania 16506 United States; you can contact the main corporate office by phone at

+1-800-823-****

. Explore HBKS Wealth Advisors's company overview page for more information.

What is HBKS Wealth Advisors's most common email format?

HBKS Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HBKS Wealth Advisors email formats with LeadIQ.

How many employees does HBKS Wealth Advisors have currently?

HBKS Wealth Advisors has approximately 124 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are HBKS Wealth Advisors's key employees and leadership?

As of June 2026, HBKS Wealth Advisors's key employees include:

Chief Executive Officer: C. A.
Chief Compliance Officer: M. W.
Chief Financial Officer: J. H.
Chief Financial Officer: S. H.
Principal, Chief Investment Officer: B. S.

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HBKS Wealth Advisors Employee Directory

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