#1Bishop & Company Investment Management, LLC
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
Based in Erie, PA
Retirement Plan Advisors in Erie County, PA
The top-ranked retirement plan advisors serving Erie County, PA are Bishop & Company Investment Management, LLC, Evident Financial and Hbks Wealth Advisors. We list 5 retirement plan advisors serving Erie County, PA. 5 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Erie County, PA. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Erie County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Bishop & Company Investment Management, LLC | SEC-registered investment adviser (CRD)#146448 | Erie, PA | (814) 314-0344 |
| 2 | Evident Financial | SEC-registered investment adviser (CRD)#281661 | Erie, PA | (814) 425-5182 |
| 3 | Hbks Wealth Advisors | SEC-registered investment adviser (CRD)#112139 | PA | (814) 836-5776 |
| 4 | One-up Financial | SEC-registered investment adviser (CRD)#333778 | Erie, PA | (814) 325-2699 |
| 5 | Wedgewood Investors Inc | SEC-registered investment adviser (CRD)#104834 | Erie, PA | (814) 456-3651 |
#2Evident Financial
ALLSTREET FINANCIAL, LLCBased in Erie, PA#3Hbks Wealth Advisors
HBK SORCE ADVISORY LLCBased in PA#4One-up Financial
SKM WEALTH ADVISORS LLCBased in Erie, PA#5Wedgewood Investors Inc
WEDGEWOOD INVESTORS INCBased in Erie, PA
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Frequently asked questions
How many retirement plan advisors serve Erie County?
We list 5 retirement plan advisors serving Erie County, PA: 5 based there and 0 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Erie County?
The top-ranked retirement plan advisors serving Erie County, PA are Bishop & Company Investment Management, LLC, Evident Financial, Hbks Wealth Advisors, One-up Financial and Wedgewood Investors Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Erie County are verified against official records?
5 of the top 5 match an active official record: Bishop & Company Investment Management, LLC (U.S. Securities and Exchange Commission), Evident Financial (U.S. Securities and Exchange Commission), Hbks Wealth Advisors (U.S. Securities and Exchange Commission), One-up Financial (U.S. Securities and Exchange Commission) and Wedgewood Investors Inc (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Erie County
Communities served
Northwest Harborcreek, Corry, Edinboro, North East, Lawrence Park, Wesleyville, Girard, Lake City, Union City, Fairview, Albion, Penn State Erie (Behrend), Waterford, Avonia, Cranesville, McKean, Platea, Mill Village, Wattsburg, Elgin