HBKS Named Among Top 100 Firms in Assets Managed

ERIE, Pa. – Financial Advisor Magazine has named HBKS Wealth Advisors one of the country’s 100 largest registered investment advisers in terms of assets under management.

In the magazine’s annual list – which HBKS has appeared on since 2012 – the firm was ranked No. 95 as it managed $3.5 billion. The position is up from No. 100 last year and from No. 102 in 2016.

“Nimble and independent are two key reasons for the continued growth of HBKS Wealth Advisors,” said HBKS CEO Chris Allegretti in a release. “Clients appreciate doing business with a firm that operates locally but with the support and capabilities of a large national firm.”

The recognition is just the latest honor for HBKS, a division of HBK CPAs and Consultants. Earlier this summer, the wealth management firm was named to The Financial Times’ Top 300 list of independent registered investment advisers.

Copyright 2024 The Business Journal, Youngstown, Ohio.