Best Financial Planners in Erie, Pennsylvania
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Erie
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-6 of 6 Financial Planners listings in Erie, PA · page 1 of 1

Score breakdown
- Financial Planner
- Erie, Pennsylvania
- (814) 425-5182
- evidentfinancial.com
Evident Financial is a Financial Planner in Erie, PA. The firm provides investment management and comprehensive financial planning for individuals and retirement‑plan sponsors, including employer 401(k) plans. Services listed on its site include creating...

Score breakdown
- Financial Planner
- Erie, Pennsylvania
- (814) 866-5737
- fleet.kress.com

Score breakdown
- Financial Planner
- Erie, Pennsylvania
- (814) 461-7200
- equitable.com
Equitable Advisors of Erie is a financial planner in Erie, PA. The firm provides financial planning information and services for individuals, financial professionals, brokers, and employers. Their offerings include workplace solutions, strategies for...

Score breakdown
- Financial Planner
- Erie, Pennsylvania
- (814) 833-2999
- rolandfinancial.com

Score breakdown
- Financial Planner
- Erie, Pennsylvania
- (814) 461-6008
- mymerrill.com
Merrill Lynch Wealth Management of Erie: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Score breakdown
- Financial Planner
- Erie, Pennsylvania
- (814) 836-5776
- hbkswealth.com
What the Data Shows for Financial Planners in Erie
17% of the 6 financial planners we measured in Erie reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 41, compared with an average SEO score of 71.
The average Google rating across 6 rated financial planners is 4.9.
None of the 6 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 24, 2026. What each score measures: How We Score.
BizScoreAI compares 6 financial planners in Erie, Pennsylvania by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Erie ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Erie, Pennsylvania does BizScoreAI track?
6 financial planners in Erie currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 67.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 17% of measured financial planners in Erie score 50 or higher.
Is being listed free?
Yes. Every financial planner in Erie is listed and scored for free, and claiming a listing is free too.