HBKS Wealth Advisors
5.0
★★★★★
1 reviews
About
HBKS Wealth Advisors was established in 2001 when Hill, Barth & King (venerable accounting firm) merged with The Sorce Financial Group. Operates from 12 offices with family-oriented philosophy.
Independent fiduciary advisors
Comprehensive financial services with affiliated CPA firm
12 offices across multiple states
$7.5 billion in assets under management
Client survey: 95.7% report always responsive, 95.5% experience highest quality service
Services
Credentials & Certifications
Top 100 CPA firm affiliation (HBK CPAs & Consultants)
FINRA/SIPC member
Barron's Top 100 Advisor 2025
Accounting Today Top Firm by AUM 2025 (#9 among CPA firm wealth advisory businesses)
Financial Advisor Magazine Top RIA 2025 (#91)
Reviews
Rating
5
★★★★★
Reviews
1
"Wonderful folks"
Contact HBKS Wealth Advisors
Opening Hours
Location
Location of HBKS Wealth Advisors, 101 W Elm St, Conshohocken, PA 19428 · View on Google Maps
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