What departments does HBKS Wealth Advisors have?

HBKS Wealth Advisors has employees across 4 departments including Operations, Finance, Banking, Support.

What is the largest department at HBKS Wealth Advisors?

The largest department at HBKS Wealth Advisors is Finance with 7 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 105 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

Europe
2

Netherlands
2

Asia
1

Indonesia
1

HBKS Wealth Advisors's Leadership

S. C.
Principal, Chief Operating Officer
Mobile Phone
Email
S. V.
Owner
Mobile Phone
Email
P. T.
Director Of Financial Planning
Mobile Phone
Email
J. A.
Reconciliation And Reporting Manager
Mobile Phone
Email
C. P. A.
Senior Financial Advisor
Mobile Phone
Email
B. M.
Senior Financial Advisor
Mobile Phone
Email
C. Z.
Senior Financial Advisor
Mobile Phone
Email
C. Z.
Senior Financial Advisor
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

Location

Last Update

S. C.
Principal, Chief Operating Officer
Mobile Phone
Email
Sep 08, 2026
S. V.
Owner
Mobile Phone
Email
Oct 23, 2024
P. T.
Director Of Financial Planning
Mobile Phone
Email
Aug 29, 2026
J. A.
Reconciliation And Reporting Manager
Mobile Phone
Email
Jul 21, 2026
C. P. A.
Senior Financial Advisor
Mobile Phone
Email
Jun 08, 2026
B. M.
Senior Financial Advisor
Mobile Phone
Email
Oct 17, 2024
C. Z.
Senior Financial Advisor
Mobile Phone
Email
Jun 25, 2026
C. Z.
Senior Financial Advisor
Mobile Phone
Email
Jun 08, 2026
D. B.
Principal, Senior Financial Advisor
Mobile Phone
Email
Oct 21, 2024
J. F.
Financial Advisor In Retirement Plan Services
Mobile Phone
Email
Apr 16, 2026

Frequently Asked Questions

What is HBKS Wealth Advisors known for?

HBKS Wealth Advisors was founded in 2001 and operates in the Financial Services industry. You can contact HBKS Wealth Advisors's 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 FLast@hbkswealth.com. 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 125 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Asia.

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

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

Principal, Chief Operating Officer: S. C.
Owner: S. V.
Director Of Financial Planning: P. T.
Reconciliation And Reporting Manager: J. A.
Senior Financial Advisor: C. P. A.

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HBKS Wealth Advisors Employee Directory

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