What is HBKS Wealth Advisors's NAICS code?

HBKS Wealth Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Affluent Focus HBKS Wealth Advisors targets individuals, families, businesses, and nonprofits with a comprehensive, customized wealth management approach, suggesting opportunities to upsell advanced planning, fiduciary services, and charitable giving strategies to high-net-worth clients.

RIA Compliance As a registered investment advisory with fiduciary responsibility, HBKS may respond well to integrated technology and data solutions that enhance compliance, reporting, and client portal experiences to support fiduciary transparency and scalability.

Regional Footprint Operating from 11 offices across four states with local, personalized service, there is potential to expand cross-sell of advisory products and cross-office coordination solutions, along with targeted regional marketing partnerships.

Growth Signals Revenue range of 100M to 250M and recognition as a top RIA indicate ongoing growth and potential for strategic services such as succession planning, practice management, and scalable outsourced offerings for advisors.

Tech Stack Current tools (Google Ads, Adobe Experience Cloud, Pardot, Marketo, Office 365, etc.) reveal openness to marketing automation and digital transformation; opportunities exist to offer integrated martech, data analytics, and cybersecurity enhancements aligned with client-centric experiences.

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HBKS Wealth Advisors Tech Stack

HBKS Wealth Advisors uses 8 technology products and services including Google Ads, Adobe Experience Cloud, Shopify, and more. Explore HBKS Wealth Advisors's tech stack below.

Google Ads
Advertising
Adobe Experience Cloud
Data Management Platforms
Shopify
E-commerce
Mimecast Secure Email Gateway
Email Security
Pardot
Marketing
Marketo
Marketing Automation
Cisco Meraki
Network Hardware
Office 365
Office Suites

Media & News

HBKS Wealth Advisors's Email Address Formats

HBKS Wealth Advisors uses at least 3 email formats:

HBKS Wealth Advisors Email Formats	Example	Percentage
FLast@hbkswealth.com	JDoe@hbkswealth.com	90%
Last@hbkswealth.com	Doe@hbkswealth.com	9%
First.Last@hbkswealth.com	John.Doe@hbkswealth.com	1%

Frequently Asked Questions

What is HBKS Wealth Advisors's phone number?

You can contact HBKS Wealth Advisors's main corporate office by phone at

+1-800-823-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is HBKS Wealth Advisors's official website and social media links?

HBKS Wealth Advisors's official website is hbkswealth.com and has social profiles on LinkedIn.

How much revenue does HBKS Wealth Advisors generate?

As of August 2026, HBKS Wealth Advisors's annual revenue is estimated to be $100M - $250M.

What is HBKS Wealth Advisors's SIC code and NAICS code?

HBKS Wealth Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does HBKS Wealth Advisors have currently?

As of August 2026, HBKS Wealth Advisors has approximately 125 employees across 3 continents, including North America, Europe and Asia. Key team members include Principal, Chief Operating Officer: S. C., Owner: S. V. and Director Of Financial Planning: P. T. Explore HBKS Wealth Advisors's employee directory with LeadIQ.

What industry does HBKS Wealth Advisors belong to?

HBKS Wealth Advisors operates in the Financial Services industry.

What technology does HBKS Wealth Advisors use?

HBKS Wealth Advisors's tech stack includes Google Ads, Adobe Experience Cloud, Shopify, Mimecast Secure Email Gateway, Pardot, Marketo, Cisco Meraki and Office 365.

What is HBKS Wealth Advisors's email format?

HBKS Wealth Advisors's email format typically follows the pattern of FLast@hbkswealth.com. Find more HBKS Wealth Advisors email formats with LeadIQ.

When was HBKS Wealth Advisors founded?

HBKS Wealth Advisors was founded in 2001.

HBKS Wealth Advisors

Q: What is HBKS Wealth Advisors's official website and social media links?

HBKS Wealth Advisors's official website is hbkswealth.com. HBKS Wealth Advisors has social profiles on LinkedIn.

Q: How many employees does HBKS Wealth Advisors have currently?

HBKS Wealth Advisors has approximately 125 employees.

Q: What technology does HBKS Wealth Advisors use?

HBKS Wealth Advisors's tech stack includes RSS, Marketo, SAP Crystal Reports, Microsoft Word, Ultimate Software.

Financial ServicesPennsylvania, United States51-200 Employees

HBKS Wealth Advisors is a financial services firm that provides wealth and asset management for individuals, families, businesses, nonprofits, and other organizations. Based in Erie, Pennsylvania, the firm operates a network of offices across four states, delivering local, personalized service and supported by the resources of a large national organization. As a registered investment adviser, HBKS adheres to fiduciary standards, aiming to act in clients' best interests. Its client base includes individuals, families, businesses, nonprofits, and other organizations seeking comprehensive wealth management and asset management services. Studies by Financial Advisor Magazine and Accounting Today rank HBKS among the top U.S. RIAs.