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Find Top Financial Advisors in Erie, Pennsylvania

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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.

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Finding the Top Financial Advisor in Erie, Pennsylvania
Last Updated - 11-Aug-2022

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
CRPC®
MULARD WEALTH MANAGEMENT
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,
Erie,
PA
16506
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
Hbks Wealth Advisors
Zuck Road Office Park , 5121 Zuck Road,
Erie, PA 16506
$5,341,129,116 14644 A percentage of AUM
Hourly charges
Fixed fees
Bishop & Company Investment Management, Llc
1250 Tower Lane , Suite 101,
Erie, PA 16505
$330,586,159 460 A percentage of AUM
Fixed fees
Wedgewood Investors Inc
100 State Street, Suite 506,
Erie, PA 16507-1466
$216,242,677 288 A percentage of AUM
Hourly charges
Robbins Wealth Management
3939 West Ridge Road , Suite C2,
Erie, PA 16506-1887
$181,764,246 360 A percentage of AUM
Hourly charges
Fixed fees
Park Shore Partners Llc
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
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