On September 5, 2025, Atlanta Business Chronicle released their list of Atlanta’s Largest Financial Planning and Advisory Firms. HB Wealth is listed as one of the top five firms out of thirty total, and is the top fee-only fiduciary on the list. Here are the top five:
| Rank | Business name Website | Address Phone | Total assets under management for Atlanta office (1) | Of total assets for Atlanta, amount discretionary (1) | Of total assets for Atlanta, amount nondiscretionary (1) | Total assets managed companywide (2) | Number of professionals in Atlanta (3) | Total staff in Atlanta | Chief Atlanta officer(s) | Year est. in Atlanta |
| #1 | Merrill ml.com | 3455 Peachtree Rd. N.E., #1000 Atlanta, GA 30326 404-231-2400 | $204.6 billion | $53.59 billion | $149.22 billion | $4.4 trillion | 293 | 598 | Steven Alch, John Inhouse, Mike Nies | 1921 |
| #2 | Morgan Stanley Wealth Management morganstanley.com | 3280 Peachtree Rd., #1900 Atlanta, GA 30305 404-266-6300 | $108.1 billion | NA | NA | NA | 209 | 394 | Walter Jameson, Richard Vaughan | NA |
| #3 | JPMorgan Chase & Co. jpmorgan.com/privatebank/atlanta; jpmorgansecurities.com | 3424 Peachtree Rd., 24th Floor Atlanta, GA 30326 404-926-2500 | $23.94 billion | NA | NA | NA | NA | NA | Mark Adams, Gina Sorrells, Keith Flemming | 1972 |
| #4 | HB Wealth hbwealth.com | 3550 Lenox Rd. N.E., #2700 Atlanta, GA 30326 404-264-1400 | $18.9 billion | $18.38 billion | $526.21 million | $26.61 billion | 77 | 205 | Jamie Hennessy, Thomas Carroll | 1989 |
| #5 | SageView Advisory Group sageviewadvisory.com | 5 Concourse Pkwy., #1800 Atlanta, GA 30328 404-654-0289 | $17.27 billion | $2 billion | $15.28 billion | $235 billion | 6 | 6 | Jonathan StClair | 2012 |
Methodology
Ranked by Total assets under management for Atlanta office.
- Firms reported assets under management, discretionary and nondiscretionary, in line with SEC Form ADV Part I, Item 5F (2) (a), (b) and (c). All information is current as of June 30, 2025.
- Figures only include investment assets actually managed, not any life insurance policies, and only assets on which the firm is collecting advisory fees.
- A professional is defined here as a person with a professional designation, such as a CPA or CFP, who is qualified to provide comprehensive financial planning services.
For the full list, click here.
No compensation was provided to be included on this list.
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