On July 11th, 2025, Financial Advisor Magazine released their list of America’s Top RIA Firms. HB Wealth is listed as one of the top firms out of eight based in Georgia. Here is the full Georgia list:
| Georgia Rank | National Rank | Firm Name | Location | Year End 2024 Assets ($MM) | % Growth In Assets 2023-2024 | Assets Per Client ($MM) | % Growth In Assets Per Client | % Change In No. Of Clients |
| #1 | #12 | CIBC Private Wealth Advisors | Atlanta, Georgia | $61,112.97 | 10.50% | 6.08 | -1.05% | 11.67% |
| #2 | #35 | HB Wealth | Atlanta, Georgia | $18,591.40 | 22.32% | 4.39 | 15.82% | 5.61% |
| #3 | #46 | Investment Research & Advisory Group | Atlanta, Georgia | $13,197.61 | 14.78% | 46.47 | 9.93% | 4.41% |
| #4 | #72 | SignatureFD | Atlanta, Georgia | $8,000.76 | 14.25% | 4.39 | 11.12% | 2.82% |
| #5 | #126 | IFG Advisory | Atlanta, Georgia | $3,972.45 | 22.14% | 0.46 | 11.92% | 9.13% |
| #6 | #138 | Henssler Financial | Kennesaw, Georgia | $3,403.22 | 13.22% | 1.94 | 13.22% | 0.00% |
| #7 | #204 | Cahaba Wealth Management | Atlanta, Georgia | $1,641.23 | 9.68% | 1.93 | -13.03% | 26.11% |
| #8 | #212 | Rollins Financial Advisors | Atlanta, Georgia | $1,382.59 | 30.02% | 1.38 | 26.12% | 3.09% |
Methodology
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA’s survey by our deadline. FA Magazine does their best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2024, to be included in the print edition of Financial Advisor magazine’s 2025 RIA survey. Firms with under $500 million will be included in FA’s expanded 2025 online RIA survey.
Hybrid RIA firms, corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. A hybrid RIA is registered as both an RIA and a broker/dealer. A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity’s corporate RIA may offer investment advice. They are considered investment advisor representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA’s ADV filed with the SEC.
For the full list, click here.
No compensation was provided to be included on this list.
Your Child Got Into College. Now What? How to Use Your 529 Plan
The acceptance letter is on the fridge, the sweatshirt is ordered, and the excitement is…
Read More