Forbes Recognizes HB Wealth as a Top RIA Firm in Georgia

October 1, 2025
Forbes America’s Top RIA Firms 2025 award graphic, with “Shook Research” written below the main title on a black background bordered by a blue rectangle.

On October 1st, 2025, Forbes, in partnership with SHOOK Research, posted their list of America’s Top RIA Firms. HB Wealth is listed as one of the top firms out of five based in Georgia. Here is the full Georgia list:

Georgia RankNational RankFirmMain OfficePrincipal(s)Min. Account SizeAssets Under Management (AUM)
#1#21Merit Financial AdvisorsAlpharetta, GeorgiaKay Lynn Mayhue, Rick Kent$250K$14B
#2#34HB WealthAtlanta, GeorgiaThomas Carroll, Jamie Hennessy, Kyle Glenn, Michael Woocher$1M$25B
#3#66SignatureFDAtlanta, GeorgiaHeather Fortner, Doug Liptak, David Fisher, Blair Cunningham$1.5M$7.3B
#4#93CPC AdvisorsAtlanta, GeorgiaVarun Marneni, Adele Gipson, Blake Flood, David Hunter, Mike Hines$5M$2.4B
#5#207Sullivan & Schlieman Wealth Management | LPL FinancialAlpharetta, GeorgiaS. Andrew Sullivan, Josh Schlieman$0$1.1B

Methodology

Data provided by SHOOK® Research, LLC — Data as of 3/31/25. Source: Forbes.com (October, 2025). Forbes America’s Top RIA Firm’s ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

For the full list, click here.

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. 

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