ERIE, Pa. — HBKS Wealth Advisors has been included in Financial Advisor Magazine’s 2026 RIA Survey & Ranking, with year-end 2025 assets under management of approximately $7.8 billion, a 14.07% increase over the prior year.
The ranking is based on assets under management reported by independent RIA firms that file their own Form ADV with the SEC, with no application fee required for inclusion.
The firm attributes part of its growth to its close working relationship with HBK CPAs & Consultants, which allows clients to coordinate investment management, tax planning, and accounting through a single team rather than separate, disconnected advisors.
“This growth reflects the depth of our client relationships. When clients trust us with more of their financial picture, it reflects the power of bringing investment management and tax planning together to help them move forward with confidence,” said Scott Cross, CFA, Principal and Chief Operating Officer, HBKS Wealth Advisors.
HBKS Wealth Advisors provides holistic wealth management services to high-net-worth individuals, business owners, and families.
HBKS® Wealth Advisors did not pay any compensation to obtain this ranking/rating, either directly or indirectly. Responses collected April 3, 2026 – April 17, 2026 , with initial publication on July 10, 2026
