About Us
Managing $25+ Billion of Assets* With Our Fee-Only Fiduciary Comprehensive Wealth Management Approach Since 1989
*As of May 31, 2025"
Who We Are
HB Wealth is one of 50 largest registered investment adviser (RIA) firms in the country and a top 10 fee-only RIA leader, founded in 1989. We serve clients in 48 states with over 300 employees across eleven offices. The majority of our wealth advisors are credentialed experts who have or are pursuing CFP® and/or CFA certifications. We have kept our fee-only fiduciary commitment constant since our founding, and are focused on delivering concierge-level care to the clients we are privileged to serve. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*.
Our Purpose
Our mission is to bring unwavering financial peace of mind to the clients we are privileged to serve. We deliver on this mission through five core values that define what we stand for and how we behave every day.
Put the client first.
Do the right thing.
Work as a team.
Raise the bar.
Pour your heart into it.
The HB Wealth Difference
We believe a distinct combination of five pillars sets us apart from other wealth management firms.
HB Wealth’s fee-only fiduciary approach is designed to align our actions with each client’s best interest.
We invest in credentialed wealth advisors, including CFA charterholders and CFP® professionals, bringing specialized knowledge to our clients.
We bring clarity to complexity by integrating financial planning, investments, tax planning, estate strategies, and more.
With over 30 years of alternative investing experience, HB Wealth offers clients opportunities in private equity, private credit, and private real estate.
Our wealth advisors are available when, where, and how you need us, providing personalized support through all of life’s financial decisions.
What Our Clients Say About Us
Verified Client Reviews
The following reviews are from HB Wealth current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our Verified Ratings and Reviews Publishing Program page.
Awards & Recognition
HB Wealth is proud to be acknowledged as a leading fee-only registered investment adviser (RIA).
Top 10 Fee-Only RIAs
Financial Planning
2022-2024
Barron’s Top 100
RIA Firms
Barron’s
2020-2024
Top 50 Registered
Investment Advisor
Financial Advisor
2010-2025