Awards and Recognition
HB Wealth is proud to be acknowledged as a leading fee-only registered investment adviser (RIA).
Barron's
Top 100 RIA Firms
2020-2025
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.
FinancialPlanning
Top 150 Fee-Only RIAs
2020-2025
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.
Financial Advisor Magazine
America's Top RIA
2010-2025
HB Wealth, formerly Homrich Berg, is ranked by Financial Advisor Magazine as a top independent registered investment adviser (RIA) based on assets under management.
Forbes
America's Top 100 RIA Firms
2022-2025
HB Wealth is listed by Forbes as a Top RIA Firm evaluated through SHOOK Research's qualitative and quantitative screening process.
InvestmentNews
5-Star RIA Firms
2025
HB Wealth is recognized by InvestmentNews in their inaugural list of 5-Star RIA Firms, demonstrating strong organic growth and meaningful scale.
CityWire
Fastest Growing RIA Firms
2025
HB Wealth, formerly Homrich Berg, is recognized by CityWire as the fastest growing RIA firm based in Georgia.
Atlanta Business Chronicle
Atlanta's Largest Money Managers
2021-2025
HB Wealth is ranked by the Atlanta Business Chronicle as one of Atlanta's largest money managers, by discretionary assets under management.
Atlanta Business Chronicle
Atlanta's Largest Financial Planning & Advisory Firms
2011-2025
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.
Atlanta Magazine
Atlanta's 500 Most Powerful Leaders
2020-2025
HB Wealth Chairman Andy Berg is recognized by Atlanta Magazine as one of Atlanta's 500 Most Powerful Leaders in 2025
Atlanta Business Chronicle
Atlanta's Most Admired CEOs
2025
HB Wealth CEO Thomas Carroll is recognized by the Atlanta Business Chronicle as one of Atlanta's Most Admired CEOs.
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.
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.






