On September 10, 2025, InvestmentNews released their inaugural list of 5-Star RIA Firms. HB Wealth is listed as one of the 28 firms honored, and the only firm headquartered in Georgia.
Methodology
The 5-Star RIA Firms list recognizes the nation’s top-performing wealth management firms, setting a benchmark for excellence in the industry.
Firms are selected based on objective criteria including assets under management (AUM), AUM growth, and the number of new clients acquired organically over the past 12 months. All submitted data undergoes a rigorous verification process.
To qualify for inclusion, firms must manage a minimum of $1 billion in AUM in 2024. This recognition highlights best-in-class Registered Investment Advisors across the country who demonstrate consistent growth, strong client engagement, and overall excellence in wealth management.
For the full list, click here.
No compensation was provided to be included on this list.
