Financial Planning Recognizes HB Wealth as the Top Fee-Only RIA Firm in Georgia

November 18, 2025
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On November 18th, 2025, Financial Planning posted their list of the 2025 Top 150 Fee-Only RIA Firms. HB Wealth is listed as the top firm out of ten based in Georgia. Here is the full Georgia list:

Georgia RankNational RankFirm NameLocationAUMClient AccountsAdvisorsEmployees
#1#9HB WealthAtlanta, Georgia$18,591,404,09119,37089215
#2#14IRA GroupAtlanta, Georgia$13,197,612,0446301517
#3#62BalentineAtlanta, Georgia$5,295,516,5003,7961464
#4#65Buckhead Capital ManagementAtlanta, Georgia$5,171,178,0183391013
#5#76Clear Investment ResearchAlpharetta, Georgia$4,662,741,65127735
#6#101Willis Investment CounselGainesville, Georgia$3,954,398,131511713
#7#109ZWJ Investment CounselAtlanta, Georgia$3,856,084,9522,2931219
#8#116Southeast Asset AdvisorsThomasville, Georgia$3,717,428,2351,338915
#9#126BIP WealthAtlanta, Georgia$3,364,405,7868,6713963
#10#127Sage Mountain AdvisorsAtlanta, Georgia$3,364,259,2681741625

Methodology

Using the below criteria from Financial Planning, data partner COMPLY gathered the rankings by scraping registered investment advisory firms’ filings with the Securities and Exchange Commission. The resulting group of the largest 150 RIAs based in the U.S. spans 4,422 financial advisors and nearly 11,850 employees.

Notes: FP’s data partner for the RIA Leaders feature, COMPLY, produced the below rankings by applying the following six criteria to firms’ required SEC Form ADV filings on May 1, 2025:

  • Firms must have zero registered representatives of a broker-dealer.
  • At least 50% of the firm’s clients must be individuals or high net worth individuals.
  • Firms must not list commissions as a compensation arrangement.
  • Firms must have more than zero financial planning clients.
  • Firms must not list commission-taking businesses in “other business activities.”
  • Firms cannot be affiliated under common ownership with commission-taking businesses.

In the absence of an official regulatory classification and definition for the titles “financial planner” or “financial advisor,” FP is using the closest available figure available through Form ADV requiring firms to state the number of employees “registered with one or more state securities authorities as investment adviser representatives.”

For the full list, click here.

No compensation was provided to be included on this list.

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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