News & Views
News & Views
Awards and Recognition

HBKS Wealth Advisors’ Managing Principal/Chief Executive Officer Christopher M. Allegretti & Chief Operations Officer Scott Cross were recently interviewed by Charles Schwab. (04/05/2017)

HBKS® Wealth Advisors’ Managing Principal/Chief Executive Officer Christopher M. Allegretti and Chief Operations Officer Scott Cross were recently interviewed by Charles Schwab as contributors to their white paper entitled Forward Momentum: Why Elite Teams Claim Their Future as RIAs.

Click Here to read the white paper. Mr. Allegretti and Mr. Cross are featured on page 16.

HBKS Wealth Advisors Named a 100 Fastest Growing RIA Firm Over Ten Years by Forbes Magazine. (11/14/2016)

Forbes magazine showcases the wealth management firms by growth in assets over the past ten years with a majority of the firms accruing more than $1 billion in assets.

Click Here to read the article.

HBKS Wealth Advisors Ranked Among Largest by Accounting Today (07/12/2016)

July 12, 2016 - In its recently released 2016 survey, the June 2016 edition of Accounting Today magazine ranks HBKS® Wealth Advisors 14th in amount of assets under management (AUM) among CPA firm's wealth advisory businesses. It is the tenth annual “Wealth Magnets” survey by Accounting Today, the leading print and online publication for the tax and accounting community.

The annual study ranks wealth advisory firms affiliated with CPA firms. It includes only the wealth advisory division's assets under management. The data is provided and validated by Audit Analytics.

Click here to read the article and view the list from Accounting Today.

HBKS® Wealth Advisors, the wealth management business of HBK® CPAs and Consultants (HBK®), together with HBK, offer the collaborative intelligence of more than 400 professionals in a wide range of tax, accounting, audit, business advisory, valuation, financial planning and support services as well as wealth management from 13 offices in Pennsylvania, Ohio, New York and Florida. As an RIA, HBKS® operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility.

HBKS Wealth Advisors Named a Top RIA by Financial Advisor Magazine (07/01/2016)

HBKS® Wealth Advisors ranked 102 in the $1 billion and over asset category.

Click here to read the full article.

Click here to view the PDF of RIA Rankings.

HBKS Wealth Advisors Named a Top 300 RIA by Financial Times (06/15/2016)

Financial Times included HBKS® Wealth Advisors in its third annual listing of an “elite group” of advisors.

Click here to read the full article and view the FT 300 Top Registered Investment Advisers.

HBKS Wealth Advisors Named a Top 100 RIA by WealthManagement.com (11/4/2015)

HBKS® Wealth Advisors ranked 92 out of the Top 100 RIAs of 2015 by WealthManagement.com

Click here to read the article and view the list of WealthManagement.com Top RIAs of 2015.

HBKS Wealth Advisors Ranked Among Largest by Accounting Today (8/21/2015)

August 21, 2015 — Erie, Penn.... In its just-released 2015 survey, the July 23, 2015 edition of Accounting Today magazine ranks HBKS 15th in amount of assets under management (AUM) among CPA firm's wealth advisory businesses. It is the ninth annual “Wealth Magnets” survey by Accounting Today, the leading print and online publication for the tax and accounting community.

The annual study ranks wealth advisory firms affiliated with CPA firms. It includes only the wealth advisory division's assets under management. The data is provided and validated by Audit Analytics.

The ranking follows on the heels of the HBKS inclusion for the second consecutive year in the Financial Times 300 Top Registered Investment Advisors (RIAs) in the June 18, 2015 edition. That list recognizes top independent RIA firms from across the United States based on assets under management. RIAs in the U.S. are bound by fiduciary standards set by the Securities and Exchange Commission.

“Such rankings represent what is at the heart of our uninterrupted growth in recent years,” noted HBK CEO Christopher Allegretti, “confirmation that our practice of keeping our clients' interests as our priority has allowed us to build trust with our clients and confidence in those who are seeking financial intelligence and support.”


HBKS, the wealth management business of HBK CPAs and Consultants (HBK), offers the collaborative intelligence of more than 350 professionals in a wide range of tax, accounting, audit, business advisory, valuation, financial planning and support services as well as wealth management from 13 offices in Pennsylvania, Ohio, New Jersey and Florida. As an RIA, HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility.

HBKS Wealth Advisors Named a Top RIA by Financial Advisor Magazine (7/1/2015)

HBKS® Wealth Advisors ranked 109 in the $1 billion and over asset category.

Click here to read the full article.

Click here to view the Full RIA Ranking.

HBKS Wealth Advisors Named a Top RIA by Financial Times (6/18/2015)

Financial Times included HBKS® Wealth Advisors in its second annual listing for which there was “fierce competition.”

Click here to read the full article.

Click here to view the FT 300 Top Registered Investment Advisers.

HBKS Wealth Advisors Named a Top 100 RIA by WealthManagement.com (11/4/2014)

HBKS® Wealth Advisors ranked 69 out of the Top 100 RIAs of 2014 by WealthManagement.com.

Click Here to read the article and view the list of WealthManagement.com Top RIAs of 2014.

HBKS Wealth Advisors Named a Top RIA by Financial Advisor Magazine (7/1/2014)

HBKS® Wealth Advisors ranked 117 in the $1 billion and over asset category.

Click Here to read the article.

Click Here to see the rankings (PDF).

HBKS Wealth Advisors Named a Top RIA by Financial Times (6/26/2014)

Financial Times has included HBKS® Wealth Advisors in a field of what it considers to be "truly exceptional adviser firms."

Click Here to view the FT 300 Top Registered Investment Advisers.

HBKS Wealth Advisors Named a Top RIA by Financial Advisor Magazine (7/3/2013)

HBKS® Wealth Advisors ranked 102 in the $1 billion and over asset category.

Click Here to read the article.

Click Here to view Financial Advisor’s list of RIA rankings.

HBKS Wealth Advisors Named one of the Top 100 RIAs of 2013 by WealthManagement.com (5/1/2013)

HBKS® Wealth Advisors has been named as one of the Top 100 RIAs of 2013 by WealthManagement.com.

Click Here to read the article and view the list of WealthManagement.com 100 Top RIAs of 2013.

HBKS Wealth Advisors has been named as a Top Wealth Manager of 2012 by AdvisorOne (9/1/2012)

HBKS® Wealth Advisors has been named as one of the Top Wealth Managers of 2012 by AdvisorOne, moving up the list to number 52.

Click Here to view the list of the AdvisorOne 2012 100 Top Wealth Managers.

HBKS Wealth Advisors Named one of the Top 100 RIAs of 2012 by WealthManagement.com (7/1/2012)

In ranking the Top 100 Registered Investment Advisors of 2012, WealthManagement.com focused on the services that make RIAs appealing to retail investors. HBKS® Wealth Advisors comes in at No. 35.

Click Here to view the list of WealthManagement.com 100 Top RIAs of 2012.

Click Here to view the article.

HBKS Wealth Advisors Featured in Manufacturer & Business Association Business Magazine (1/1/2012)

HBKS® Wealth Advisors was featured in the January edition of the Manufacturer & Business Association Business Magazine.

Click Here to view the article.

HBKS Wealth Advisors Financial is One of the Top 7 Largest Pittsburgh-Area Regional Money Managers (6/3/11)

The Pittsburgh Business Times ranked the largest Pittsburgh-area regional money managers. Coming in at No. 7 on the list was HBKS® Wealth Advisors.

Click Here to view the article.

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