Find Top Financial Advisors in Erie, Pennsylvania

Advisor Match Advisor Match

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Erie, Pennsylvania
Last Updated - 17-Mar-2023

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.

Qualified Financial Advisors in Erie, Pennsylvania
Financial Advisor Experience AUM Minimum Assets Fee Structure
Gilles Mulard
2820 West 23rd Street,
Suite 204 & 205,
Erie, PA 16506
Not Disclosed Not Specified 100K+ Fee-Based

Information on Qualified Financial Advisors in Erie

Qualifications CRD# 4987956
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets

Office Location 2820 West 23rd Street,
Suite 204 & 205,
Phone Number 814-520-5511

Gilles R. Mulard, CRPC® is currently a Financial Advisor with LPL, and had been a Financial Advisor with Waddell & Reed since March 2012, and is associated with the financial industry since 2005. He is an alumnus of the Cornell and Essec business school, and has earned the Charted Retirement Plan Counselor® designation and licensed to handle Long-Term Care.

Gilles concentrates his practice and on-going advice in the areas of long-term planning, Individual securities valuations and insurance. Gilles also works with individuals, families, and small business owners in other areas that affect their financial well-being.

About Mulard Wealth Management

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. How do we do this? By working closely with you throughout all of life's stages. From buying your first home to planning for your newborn's college education, from deciding how to take your retirement distributions to planning your estate, we'll be there every step of the way, listening, planning and advising.
Also located at 403 Downing Drive, Chardon, OH 44024

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Top Financial Advisor Firms in Erie, Pennsylvania (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Zuck Road Office Park , 5121 Zuck Road,
Erie, PA 16506
$5,341,129,116 14644 A percentage of AUM
Hourly charges
Fixed fees
1250 Tower Lane , Suite 101,
Erie, PA 16505
$330,586,159 460 A percentage of AUM
Hourly charges
Fixed fees
100 State Street, Suite 506,
Erie, PA 16507-1466
$216,242,677 288 A percentage of AUM
3939 West Ridge Road , Suite C2,
Erie, PA 16506-1887
$181,764,246 360 A percentage of AUM
Hourly charges
Fixed fees
5121 Zuck Road,
Erie, PA 16506
$104,728,567 2 A percentage of AUM
Performance Based

    List of Additional Advisors in Erie, Pennsylvania*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Abby Paslowski
    Inquire with Abby
    652 W 6th St, Erie, PA  16507 814-836-5234
    Benjamin Reiter
    Inquire with Benjamin
    652 W 6th St, Erie, PA  16507 814-836-5234
    Kingdom Financial Group
    Inquire with Kingdom
    652 W 6th St, Erie, PA  16507 814-836-5234
    Michael Vincent Sergi Jr
    Inquire with Michael
    1704 W 26th St, Erie, PA  16508 814-456-7018
    John E Baker
    Inquire with John
    652 W 6th St, Erie, PA  16507 814-836-5234
    Timothy Moore
    Inquire with Timothy
    1704 W 26th St, Erie, PA  16508 814-456-7018
    David D Tofel
    Inquire with David
    1704 W 26th St, Erie, PA  16508 814-456-7018
    TBAER Wealth Management
    Inquire with TBAER
    208 E. Bayfront Pkwy, Suite 202, Erie, PA  16507 814-459-6669
    Carl J. Rimer
    Inquire with Carl
    100 State Street, Ste 430, Erie, PA  16507 814-871-1865
    Allstate Personal Financial Representative: Jonathan Rees
    Inquire with Allstate
    3309 Liberty St, Ste 1188, Erie, PA  16508 814-868-9800
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Pennsylvania?

      Grow your AUM with pre-qualified leads!


      Customer Reviews

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?