DFX Intelligence
Advisors
Advisors registered through Hbks Wealth AdvisorsAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
73 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Andrew Walseth Purcell Chartered Financial Consultant | Hbks Wealth Advisors independent RIA | Conshohocken, Pa | Oct 10, 2017 | 26 y | 1 | 2 |
| Augustine Anton Repetto Certified Financial Planner | Hbks Wealth Advisors independent RIA | Conshohocken, Pa | Oct 6, 2017 | 26 y | 5 | 6 |
| Michael Edward Ringler | Hbks Wealth Advisors independent RIA | Fredonia, Ny | Aug 2, 2021 | 14 y | 0 | 2 |
| S••••• M•••••• R••• Certified Financial Planner | H••• W••••• A••••••• independent RIA | Erie, Pa | Nov 17, 2005 | 23 y | 0 | 6 |
| R•••• L••• R•••••• dual registrant | H••• W••••• A••••••• independent RIA | Canfield, Oh | Jun 18, 2003 | 23 y | 0 | 2 |
| J•••• R• R••••••• Certified Financial Planner | H••• W••••• A••••••• independent RIA | Naples, Fl | Mar 5, 2025 | 19 y | 2 | 1 |
| G••••• S•••••• Chartered Financial Analyst | H••• W••••• A••••••• independent RIA | Warrendale, Pa | Feb 4, 2021 | 13 y | 0 | 1 |
| S•••••• C••• S•••••• Certified Financial Planner, Personal Financial Specialist | H••• W••••• A••••••• independent RIA | Stuart, Fl | Nov 12, 2003 | 27 y | 1 | 5 |
| J••••• M•••••• S•••••• Certified Financial Planner | H••• W••••• A••••••• independent RIA | Holmdel, Nj | Aug 19, 2025 | 33 y | 2 | 1 |
| R•••• V••••••• S••••••••• | H••• W••••• A••••••• independent RIA | Conshohocken, Pa | Sep 6, 2024 | 25 y | 6 | 1 |
| A•••••• J•••• S•••••• Certified Financial Planner | H••• W••••• A••••••• independent RIA | Canfield, Oh | Dec 23, 2013 | 21 y | 1 | 4 |
| I••• J••••• S•••••• | H••• W••••• A••••••• independent RIA | Ft Myers, Fl | Jul 16, 2024 | 11 y | 0 | 1 |
| B•••• S•••• S•••••• Chartered Financial Analyst | H••• W••••• A••••••• independent RIA | Warrendale, Pa | Jun 16, 2014 | 26 y | 5 | 1 |
| S••••• T••••••• S••••••• Certified Financial Planner | H••• W••••• A••••••• independent RIA | Stuart, Fl | Sep 18, 2006 | 20 y | 0 | 2 |
| T••••• J• T•••••• Certified Financial Planner · dual registrant | H••• W••••• A••••••• independent RIA | Canfield, Oh | Feb 15, 2011 | 18 y | 1 | 3 |
| B••••••• L••••• T••••• Certified Financial Planner | H••• W••••• A••••••• independent RIA | Erie, Pa | Jul 31, 2003 | 24 y | 0 | 4 |
| P••• M•••••• T••••• Certified Financial Planner | H••• W••••• A••••••• independent RIA | Erie, Pa | Jun 13, 2024 | 25 y | 1 | 1 |
| S••••• U•••• | H••• W••••• A••••••• independent RIA | Fredonia, Ny | Apr 8, 2024 | 13 y | 0 | 1 |
| M•••••• G•••••• W••••••• dual registrant | H••• W••••• A••••••• independent RIA | Erie, Pa | Sep 22, 2011 | 15 y | 0 | 2 |
| A•••••• B•••• W•••••••• | H••• W••••• A••••••• independent RIA | Erie, Pa | Jun 27, 2001 | 30 y | 0 | 1 |
| B•••• H••••• W•••• | H••• W••••• A••••••• independent RIA | Conshohocken, Pa | Oct 6, 2017 | 20 y | 2 | 5 |
| S••••• A••• W••••• Certified Financial Planner | H••• W••••• A••••••• independent RIA | Erie, Pa | Oct 25, 2013 | 13 y | 0 | 1 |
| C••••••••• M•••••• Z••••• Certified Financial Planner · dual registrant | H••• W••••• A••••••• independent RIA | Erie, Pa | Sep 12, 2001 | 26 y | 0 | 8 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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