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  • About Us
    • The HB Wealth Story
    • Our Purpose
    • The HB Wealth Difference
      • Fee-Only Fiduciary Commitment
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  • Who We Serve
        • Individuals and Families
          Business Owners and Entrepreneurs
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          Professional Service Practitioners
          Suddenly Single Individuals
          Multi-Generational Families
          Institutions
          Individuals and Families
          Individuals and Families

          We are privileged to serve families across 48 states with their wealth management needs including comprehensive advice, financial planning, and investment management, all with a mission of providing unwavering financial peace of mind.*

          *As of May 31, 2025

          See How We Help Individuals and Families
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          Business Owners and Entrepreneurs
          Business Owners and Entrepreneurs

          We work with successful business owners to help them navigate pre-sale planning, post-sale investing, asset protection, charitable giving, and long-term wealth forecasting to align financial strategies with lifestyle goals.

          See How We Help Business Owners and Entrepreneurs
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          Corporate Executives
          Corporate Executives

          We develop custom strategies for executives with concentrated stock and options complexities, including tax planning, cash-flow modeling, executive benefit optimization, retirement planning, and advisor coordination to free up time while aligning corporate and personal goals.

          See How We Help Corporate Executives
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          Professional Service Practitioners
          Professional Service Practitioners

          We assist attorneys, physicians, consultants, CPAs, and other professionals with ongoing wealth planning, creating customized portfolios, and coordinating with trusted advisors to navigate and manage complex wealth and professional transitions.

          See How We Help Professional Service Practitioners
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          Suddenly Single Individuals
          Suddenly Single Individuals

          We support individuals navigating divorce or loss by organizing finances, setting goals, building advisor teams, reviewing legal documents, and fostering connections to offer clarity and community amidst major life transitions.

          See How We Help Suddenly Single Individuals
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          Multi-Generational Families
          Multi-Generational Families

          Our multi-generational family office services extend beyond planning and investing to include consolidated reporting, entity structuring, administrative support, family education, insurance reviews, and independent due diligence tailored to each family’s unique needs.

          See How We Help Multi-Generational Families
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          Institutions
          Institutions

          We provide tailored investment management services to select corporations, endowments, foundations, and nonprofits through an Outsourced Chief Investment Officer (OCIO) model designed to alleviate ongoing investment management tasks so your team can focus on fulfilling your organization’s mission.

          See How We Help Institutions
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        • Individuals and Families
        • Business Owners and Entrepreneurs
        • Corporate Executives
        • Professional Service Practitioners
        • Suddenly Single Individuals
        • Multi-Generational Families
        • Institutions
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    • Atlanta, GA
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Awards and Recognition

Awards and Recognition

HB Wealth is proud to be acknowledged as a leading fee-only registered investment adviser (RIA).

Awards and Recognition

HB Wealth is proud to be acknowledged as a leading fee-only registered investment adviser (RIA).

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  • About Us
  • Awards and Recognition

Barron's
Top 100 RIA Firms
2020-2025

A graphic with the Barrons Advisor logo and the text Top 100 RIA Firms 2025 on a dark blue background with purple diagonal gradients.

HB Wealth is recognized by Barron's as a top independent advisory company based on assets managed, growth, technology spending, succession planning, and other metrics.

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FinancialPlanning
Top 150 Fee-Only RIAs
2020-2025

Dark blue graphic with text: FinancialPlanning 2025 RIA Leaders Top 10 Fee-Only RIA and a blue-green geometric corner design.

HB Wealth is named a top 10 fee-only registered investment adviser (RIA) by FinancialPlanning, based on reported assets under management and number of financial advisors.

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Financial Advisor Magazine
America's Top RIA
2010-2025

A round badge with a blue and black border reads FA Americas Top RIAs 2025 in bold text, with a crown replacing the dot over the I in RIAs.

HB Wealth, formerly Homrich Berg, is ranked by Financial Advisor Magazine as a top independent registered investment adviser (RIA) based on assets under management.

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Forbes
America's Top 100 RIA Firms
2022-2025

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HB Wealth is listed by Forbes as a Top RIA Firm evaluated through SHOOK Research's qualitative and quantitative screening process.

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InvestmentNews
5-Star RIA Firms
2025

A gold and red circular badge with stars that reads: “InvestmentNews 2025 5-Star RIA Firms” and features the InvestmentNews logo at the bottom.

HB Wealth is recognized by InvestmentNews in their inaugural list of 5-Star RIA Firms, demonstrating strong organic growth and meaningful scale.

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CityWire
Fastest Growing RIA Firms
2025

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HB Wealth, formerly Homrich Berg, is recognized by CityWire as the fastest growing RIA firm based in Georgia.

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Atlanta Business Chronicle
Atlanta's Largest Money Managers
2021-2025

A circular badge reads “Atlanta Business Chronicle, The List, Atlanta’s Largest Money Managers, HB Wealth, Ranked #6, 2025” in bold text on a white background with blue and black accents.

HB Wealth is ranked by the Atlanta Business Chronicle as one of Atlanta's largest money managers, by discretionary assets under management.

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Atlanta Business Chronicle
Atlanta's Largest Financial Planning & Advisory Firms
2011-2025

A circular badge stating Atlanta Business Chronicle, The List, Atlantas Largest Financial Planning and Advisory Firms, with HB Wealth Ranked #4, and the year 2025 at the bottom.

HB Wealth is ranked by the Atlanta Business Chronicle as one of Atlanta's largest financial planning and advisory firms based on assets under management for the local market.

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Atlanta Magazine
Atlanta's 500 Most Powerful Leaders
2020-2025

A blue graphic titled Atlanta’s 500 Most Powerful Leaders in 2025 features a portrait of a smiling man in a suit labeled Andy Berg, Chairman & Shareholder. The HB Wealth logo appears at the bottom.

HB Wealth Chairman Andy Berg is recognized by Atlanta Magazine as one of Atlanta's 500 Most Powerful Leaders in 2025

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Atlanta Business Chronicle
Atlanta's Most Admired CEOs
2025

A professional headshot of Thomas Carroll in a suit appears beside the text Atlanta’s Most Admired CEO 2025. Beneath his name, it says CEO & Shareholder. The image is branded with HB Wealth.

HB Wealth CEO Thomas Carroll is recognized by the Atlanta Business Chronicle as one of Atlanta's Most Admired CEOs.

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Please see important disclosure information regarding awards and recognition

HB Wealth has earned recognition across numerous independent industry rankings and publications that evaluate registered investment advisers on scale, structure, fee-only practices, and reporting criteria. Our firm has been named to Barron's Top 100 RIA Firms, Forbes / SHOOK Research's America's Top RIA Firms, FinancialPlanning's RIA Leaders: Top 10 Fee-Only RIAs, and Financial Advisor Magazine's America's Top RIAs / Top 50 Registered Investment Advisors for multiple years. HB Wealth has also been included in InvestmentNews' 5-Star RIA Firms list, Citywire's Fastest Growing RIA Firms, and appears in the Atlanta Business Chronicle's rankings of the Largest Money Managers and Largest Financial Planning & Advisory Firms. In addition, HB Wealth CEO Thomas Carroll was honored among the Atlanta Business Chronicle's Most Admired CEOs, reflecting the firm's leadership strength and commitment to fiduciary excellence, and HB Wealth Chairman Andy Berg was listed among Atlanta Magazine's Atlanta's 500 Most Powerful Leaders.

These national and regional distinctions represent a wide range of evaluation criteria, including firm structure, reported assets under management, fee-only advisory models, organic growth, and independent verification through Form ADV filings. Although each organization uses its own methodology, consistent inclusion across these lists reflects HB Wealth's long-standing presence within the independent advisory industry and the depth of resources we dedicate to serving clients. While recognition is appreciated, our mission remains the same: to bring unwavering financial peace of mind to the clients we are privileged to serve through thoughtful wealth advisory services, investment management, and family office services.

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To view the methodology of Barron's recognition, which was released on September 12, 2025, please click here. To view the methodology of FinancialPlanning's recognition, which was released on November 18, 2025, please click here. To view the methodology of Financial Advisor's recognition, which was released on July 11, 2025, please click here. To view the methodology of Forbes's recognition, which was released on October 1, 2025, please click here. To view the methodology of InvestmentNews's recognition, which was released on September 10, 2025, please click here. To view the methodology of CityWire's Fasting Growing RIA firms, which was released on December 1, 2025, please click here. To view the methodology of Atlanta Business Chronicle's recognitions, which were released on September 5, 2025, please click here and here. To view the Atlanta Business Chronicle's Most Admired CEOs, which were released on September 17, 2025, please click here. To view the methodology of Atlanta Magazine's recognition, which was released on January 30, 2025, please click here. Compensation was not provided to obtain any of these recognitions; HB did purchase the licenses to use these logos.

 

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Georgia

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

Florida

Palm Beach
Tampa

Maryland

Columbia
Towson

North Carolina

Charlotte

South Carolina

Columbia
Greenville

Tennessee

Nashville

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