HBK SORCE ADVISORY LLC
Legal name: HBKS WEALTH ADVISORS
CRD #112139 SEC #801-60424 ERIE, PA 814-836-5776
SEC Registered
Total AUM
$7.7B
Discretionary
$7.2B
Employees
109
Clients
--
Accounts
21,190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $7.7B | $7.2B | $488.4M | 109 | 300 |
| Jul 2025 | $6.5B | $6.4B | $71.6M | 112 | 300 |
| Jun 2025 | $6.5B | $6.4B | $71.6M | 112 | 300 |
| Apr 2025 | $6.5B | $6.4B | $71.6M | 112 | 300 |
| Dec 2024 | $6.5B | $6.4B | $71.6M | 112 | 300 |
| Nov 2024 | $6.5B | $6.4B | $71.6M | 112 | 300 |
| May 2024 | $5.6B | $5.5B | $84.2M | 105 | 280 |
| Jan 2024 | $5.6B | $5.5B | $84.2M | 105 | 280 |
| Nov 2023 | $5.6B | $5.5B | $84.2M | 105 | 280 |
| Jun 2023 | $5B | $4.9B | $89.9M | 95 | 250 |
| Feb 2023 | $5B | $4.9B | $89.9M | 95 | 250 |
| Nov 2022 | $5B | $4.9B | $89.9M | 95 | 250 |
| Jun 2022 | $5.3B | $5.2B | $103M | 90 | 200 |
| Jan 2022 | $5.3B | $5.2B | $103M | 90 | 200 |
| Nov 2021 | $5.3B | $5.2B | $103M | 90 | 200 |
| Mar 2021 | $4.2B | $4.2B | $66.8M | 93 | 200 |
| Dec 2020 | $4.2B | $4.2B | $66.8M | 93 | 200 |
| Dec 2020 | $4.2B | $4.2B | $66.8M | 93 | 200 |
| Nov 2020 | $4.2B | $4.2B | $66.8M | 93 | 200 |
| Jun 2020 | $4B | $3.9B | $70.3M | 90 | 225 |
| Jan 2020 | $4B | $3.9B | $70.3M | 90 | 225 |
| Dec 2019 | $4B | $3.9B | $70.3M | 90 | 225 |
| Nov 2019 | $4B | $3.9B | $70.3M | 90 | 225 |
| Sep 2019 | $3.4B | $3.4B | $96.5M | 71 | 200 |
| Aug 2019 | $3.4B | $3.4B | $96.5M | 71 | 200 |
| Nov 2018 | $3.4B | $3.4B | $96.5M | 71 | 200 |
| Nov 2018 | $3.4B | $3.4B | $96.5M | 71 | 200 |
| Sep 2018 | $2.6B | $2.6B | $46.9M | 66 | 200 |
| Jun 2018 | $2.6B | $2.6B | $46.9M | 66 | 200 |
| Mar 2018 | $2.6B | $2.6B | $46.9M | 66 | 200 |
| Mar 2018 | $2.6B | $2.6B | $46.9M | 66 | 200 |
| Nov 2017 | $2.6B | $2.6B | $46.9M | 66 | 200 |
| Nov 2017 | $2.6B | $2.6B | $46.9M | 66 | 200 |
| Nov 2017 | $2.6B | $2.6B | $46.9M | 66 | 200 |
| Oct 2017 | $2.6B | $2.6B | $46.9M | 66 | 200 |
| Oct 2017 | $2.6B | $2.6B | $46.9M | 66 | 200 |
| Nov 2016 | $2.3B | $2.2B | $35.1M | 50 | 3,000 |
| Jul 2016 | $1.8B | $1.8B | $9.7M | 50 | 3,000 |
| Jun 2016 | $1.8B | $1.8B | $9.7M | 50 | 3,000 |
| May 2016 | $1.8B | $1.8B | $9.7M | 50 | 3,000 |
| Feb 2016 | $1.8B | $1.8B | $9.7M | 45 | 3,000 |
| Jan 2016 | $1.8B | $1.8B | $9.7M | 45 | 3,000 |
| Oct 2015 | $1.8B | $1.8B | $9.7M | 45 | 3,000 |
| Nov 2014 | $1.8B | $1.8B | $14.8M | 42 | 3,000 |
| Jun 2014 | $1.5B | $1.5B | $27.7M | 39 | 3,000 |
| Mar 2014 | $1.5B | $1.5B | $27.7M | 39 | 3,000 |
| Dec 2013 | $1.5B | $1.5B | $27.7M | 39 | 3,000 |
| Nov 2013 | $1.5B | $1.5B | $27.7M | 39 | 3,000 |
| Nov 2012 | $1.4B | $1.3B | $84.9M | 45 | 3,000 |
| Oct 2012 | $1.4B | $1.3B | $84.9M | 11 | 3,000 |
| Jul 2012 | $1.3B | $1.2B | $59.1M | 11 | 3,000 |
| May 2012 | $1.3B | $1.2B | $59.1M | 11 | 3,000 |
| Apr 2012 | $1.3B | $1.2B | $59.1M | 11 | 3,000 |
| Mar 2012 | $1.3B | $1.2B | $59.1M | 11 | 3,000 |
| Nov 2011 | $1.3B | $1.2B | $59.1M | 11 | 3,000 |
| Nov 2011 | $1.3B | $1.2B | $59.1M | 11 | 3,000 |
| Nov 2011 | $1.3B | $1.2B | $59.1M | 11 | 3,000 |
| Aug 2011 | $1.1B | $1B | $77.8M | -- | -- |
| Jun 2011 | $1.1B | $1B | $77.8M | -- | -- |
| Mar 2011 | $1.1B | $1B | $77.8M | -- | -- |
| Dec 2010 | $1.1B | $1B | $77.8M | -- | -- |
| Oct 2009 | $971.9M | $928.9M | $43M | -- | -- |
| Oct 2009 | $971.9M | $928.9M | $43M | -- | -- |
| Jul 2009 | $990.8M | $817.6M | $173.2M | -- | -- |
| May 2009 | $990.8M | $817.6M | $173.2M | -- | -- |
| Mar 2009 | $990.8M | $817.6M | $173.2M | -- | -- |
| Mar 2008 | $949.8M | $779.2M | $170.7M | -- | -- |
| Jan 2008 | $949.8M | $779.2M | $170.7M | -- | -- |
| Jan 2008 | $949.8M | $779.2M | $170.7M | -- | -- |
| Dec 2007 | $949.8M | $779.2M | $170.7M | -- | -- |
| Dec 2007 | $949.8M | $779.2M | $170.7M | -- | -- |
| Dec 2007 | $949.8M | $779.2M | $170.7M | -- | -- |
| Oct 2007 | $949.8M | $779.2M | $170.7M | -- | -- |
| Aug 2007 | $839.4M | $635.4M | $204M | -- | -- |
| Aug 2007 | $839.4M | $635.4M | $204M | -- | -- |
| Jan 2007 | $839.4M | $635.4M | $204M | -- | -- |
| Nov 2006 | $839.4M | $635.4M | $204M | -- | -- |
| Mar 2006 | $653.5M | $163.4M | $490.1M | -- | -- |
| Dec 2005 | $653.5M | $163.4M | $490.1M | -- | -- |
| Nov 2005 | $500.5M | $137M | $363.6M | -- | -- |
| Feb 2005 | $500.5M | $137M | $363.6M | -- | -- |
| Jan 2005 | $500.5M | $137M | $363.6M | -- | -- |
| Jul 2004 | $272M | $79.4M | $192.6M | -- | -- |
| May 2004 | $272M | $79.4M | $192.6M | -- | -- |
| Dec 2003 | $272M | $79.4M | $192.6M | -- | -- |
| Oct 2001 | $105.3M | $3.9M | $101.4M | -- | -- |
| Jul 2001 | $105.3M | $3.9M | $101.4M | -- | -- |
DateNov 2025
Total AUM$7.7B
Discretionary$7.2B
Non-Disc.$488.4M
Employees109
Clients300
DateJul 2025
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$71.6M
Employees112
Clients300
DateJun 2025
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$71.6M
Employees112
Clients300
DateApr 2025
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$71.6M
Employees112
Clients300
DateDec 2024
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$71.6M
Employees112
Clients300
DateNov 2024
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$71.6M
Employees112
Clients300
DateMay 2024
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$84.2M
Employees105
Clients280
DateJan 2024
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$84.2M
Employees105
Clients280
DateNov 2023
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$84.2M
Employees105
Clients280
DateJun 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$89.9M
Employees95
Clients250
DateFeb 2023
Total AUM$5B
Discretionary$4.9B
Non-Disc.$89.9M
Employees95
Clients250
DateNov 2022
Total AUM$5B
Discretionary$4.9B
Non-Disc.$89.9M
Employees95
Clients250
DateJun 2022
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$103M
Employees90
Clients200
DateJan 2022
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$103M
Employees90
Clients200
DateNov 2021
Total AUM$5.3B
Discretionary$5.2B
Non-Disc.$103M
Employees90
Clients200
DateMar 2021
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$66.8M
Employees93
Clients200
DateDec 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$66.8M
Employees93
Clients200
DateDec 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$66.8M
Employees93
Clients200
DateNov 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$66.8M
Employees93
Clients200
DateJun 2020
Total AUM$4B
Discretionary$3.9B
Non-Disc.$70.3M
Employees90
Clients225
DateJan 2020
Total AUM$4B
Discretionary$3.9B
Non-Disc.$70.3M
Employees90
Clients225
DateDec 2019
Total AUM$4B
Discretionary$3.9B
Non-Disc.$70.3M
Employees90
Clients225
DateNov 2019
Total AUM$4B
Discretionary$3.9B
Non-Disc.$70.3M
Employees90
Clients225
DateSep 2019
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$96.5M
Employees71
Clients200
DateAug 2019
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$96.5M
Employees71
Clients200
DateNov 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$96.5M
Employees71
Clients200
DateNov 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$96.5M
Employees71
Clients200
DateSep 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$46.9M
Employees66
Clients200
DateJun 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$46.9M
Employees66
Clients200
DateMar 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$46.9M
Employees66
Clients200
DateMar 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$46.9M
Employees66
Clients200
DateNov 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$46.9M
Employees66
Clients200
DateNov 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$46.9M
Employees66
Clients200
DateNov 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$46.9M
Employees66
Clients200
DateOct 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$46.9M
Employees66
Clients200
DateOct 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$46.9M
Employees66
Clients200
DateNov 2016
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$35.1M
Employees50
Clients3,000
DateJul 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees50
Clients3,000
DateJun 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees50
Clients3,000
DateMay 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees50
Clients3,000
DateFeb 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees45
Clients3,000
DateJan 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees45
Clients3,000
DateOct 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees45
Clients3,000
DateNov 2014
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$14.8M
Employees42
Clients3,000
DateJun 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$27.7M
Employees39
Clients3,000
DateMar 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$27.7M
Employees39
Clients3,000
DateDec 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$27.7M
Employees39
Clients3,000
DateNov 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$27.7M
Employees39
Clients3,000
DateNov 2012
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$84.9M
Employees45
Clients3,000
DateOct 2012
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$84.9M
Employees11
Clients3,000
DateJul 2012
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.1M
Employees11
Clients3,000
DateMay 2012
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.1M
Employees11
Clients3,000
DateApr 2012
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.1M
Employees11
Clients3,000
DateMar 2012
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.1M
Employees11
Clients3,000
DateNov 2011
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.1M
Employees11
Clients3,000
DateNov 2011
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.1M
Employees11
Clients3,000
DateNov 2011
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.1M
Employees11
Clients3,000
DateAug 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$77.8M
Employees--
Clients--
DateJun 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$77.8M
Employees--
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$77.8M
Employees--
Clients--
DateDec 2010
Total AUM$1.1B
Discretionary$1B
Non-Disc.$77.8M
Employees--
Clients--
DateOct 2009
Total AUM$971.9M
Discretionary$928.9M
Non-Disc.$43M
Employees--
Clients--
DateOct 2009
Total AUM$971.9M
Discretionary$928.9M
Non-Disc.$43M
Employees--
Clients--
DateJul 2009
Total AUM$990.8M
Discretionary$817.6M
Non-Disc.$173.2M
Employees--
Clients--
DateMay 2009
Total AUM$990.8M
Discretionary$817.6M
Non-Disc.$173.2M
Employees--
Clients--
DateMar 2009
Total AUM$990.8M
Discretionary$817.6M
Non-Disc.$173.2M
Employees--
Clients--
DateMar 2008
Total AUM$949.8M
Discretionary$779.2M
Non-Disc.$170.7M
Employees--
Clients--
DateJan 2008
Total AUM$949.8M
Discretionary$779.2M
Non-Disc.$170.7M
Employees--
Clients--
DateJan 2008
Total AUM$949.8M
Discretionary$779.2M
Non-Disc.$170.7M
Employees--
Clients--
DateDec 2007
Total AUM$949.8M
Discretionary$779.2M
Non-Disc.$170.7M
Employees--
Clients--
DateDec 2007
Total AUM$949.8M
Discretionary$779.2M
Non-Disc.$170.7M
Employees--
Clients--
DateDec 2007
Total AUM$949.8M
Discretionary$779.2M
Non-Disc.$170.7M
Employees--
Clients--
DateOct 2007
Total AUM$949.8M
Discretionary$779.2M
Non-Disc.$170.7M
Employees--
Clients--
DateAug 2007
Total AUM$839.4M
Discretionary$635.4M
Non-Disc.$204M
Employees--
Clients--
DateAug 2007
Total AUM$839.4M
Discretionary$635.4M
Non-Disc.$204M
Employees--
Clients--
DateJan 2007
Total AUM$839.4M
Discretionary$635.4M
Non-Disc.$204M
Employees--
Clients--
DateNov 2006
Total AUM$839.4M
Discretionary$635.4M
Non-Disc.$204M
Employees--
Clients--
DateMar 2006
Total AUM$653.5M
Discretionary$163.4M
Non-Disc.$490.1M
Employees--
Clients--
DateDec 2005
Total AUM$653.5M
Discretionary$163.4M
Non-Disc.$490.1M
Employees--
Clients--
DateNov 2005
Total AUM$500.5M
Discretionary$137M
Non-Disc.$363.6M
Employees--
Clients--
DateFeb 2005
Total AUM$500.5M
Discretionary$137M
Non-Disc.$363.6M
Employees--
Clients--
DateJan 2005
Total AUM$500.5M
Discretionary$137M
Non-Disc.$363.6M
Employees--
Clients--
DateJul 2004
Total AUM$272M
Discretionary$79.4M
Non-Disc.$192.6M
Employees--
Clients--
DateMay 2004
Total AUM$272M
Discretionary$79.4M
Non-Disc.$192.6M
Employees--
Clients--
DateDec 2003
Total AUM$272M
Discretionary$79.4M
Non-Disc.$192.6M
Employees--
Clients--
DateOct 2001
Total AUM$105.3M
Discretionary$3.9M
Non-Disc.$101.4M
Employees--
Clients--
DateJul 2001
Total AUM$105.3M
Discretionary$3.9M
Non-Disc.$101.4M
Employees--
Clients--