Homrich Berg Named to 2017 Financial Times 300 Top Registered Investment Advisers

Homrich Berg is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for 24 years and manages $2.7 billion in assets. The FT 300 Top RIAs hail from 37 states and Washington, D.C.

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. 

Related Insights & News

Announcement for HB Wealth’s new permanent office in Charlotte, NC, with a photo of a modern office building and the Charlotte city skyline in the background.

HB Wealth Opens Permanent Charlotte Office, Expanding Presence in the Carolinas

Matthew Moore, Carolinas Market Leader, and Gina Martin Adams, Chief Market Strategist, speak with Charlotte…

Read More

A utility pole with multiple power lines extending outward, set against a blue sky with scattered clouds.

Technological Revolutions, Fast and Slow

This article is the second installment in our four-part series examining artificial intelligence through a…

Read More

A woman with long brown hair, wearing a purple top, speaks on a CNBC news segment. The on-screen text identifies her as Gina Martin Adams, Chief Market Strategist at HB Wealth. A yellow cityscape background is visible.

Rising Oil and Inflation: Insights from CNBC

Chief Market Strategist Gina Martin Adams joined CNBC to discuss how surging oil prices and…

Read More

A multi-generational family walks along a wooden path outdoors at sunset, with parents, children, and grandparents smiling together amid grassy scenery.

From Heirs to Stewards: Building Financial Capability Across Generations

Building Financial Confidence, Capability, and Stewardship Discussing wealth is only the beginning. Preparing the next…

Read More

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.