Financial Advisor Magazine recently released its 2024 TOP RIAs list and Homberg Berg was #36 in the asset category of RIAs with $1 billion and over of assets under management.
The ranking includes 431 firms and is based on total assets as of December 31, 2023, which are verified by ADV forms filed with the SEC.
View the full list here: https://www.fa-mag.com/news/2024-ria-survey-and-ranking-rias-confront-their-own-success-78697.html?section=133
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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.
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