Financial Planning recently released its 20 largest fee-only RIAs

October 17, 2023
Banner with text: Financial Planning, 20 Largest Fee-Only RIAs, #11. Below is the logo for Homrich Berg Wealth Management. Background shows a blurred office hallway.

Financial Planning recently released its 20 largest fee-only RIAs, ranked by AUM list for 2023. We are excited to rank #11 out of #20! Click here to read more, see the entire list, and the methodology for the rankings: https://www.financial-planning.com/list/ria-leaders-2023-top-20-firms-by-aum?utm_campaign=editorial-content&utm_medium=organic&utm_source=linkedin

Financial Planning’s data partner for the RIA Leaders feature, COMPLY, produced the rankings by applying six criteria to firms’ required SEC Form ADV filings in July 2023. COMPLY is completely independent and objective and does not receive compensation in exchange for placement on its rankings.

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve. 

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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.