Homrich Berg Named In Bloomberg’s 2015 Top 50 Registered Investment Advisers List

December 23, 2015

Bloomberg Markets listed Homrich Berg #2 nationally based on assets under management and as the sixth fastest growing firm for year-over-year growth in their 2015 Top 50 Registered Investment Advisers list.

Bloomberg Markets ranked active U.S. registered investment advisers that provide financial planning services based on the data they reported to the Securities and Exchange Commission as of June 1, 2015. The ranking excludes firms that operate as or are affiliated with broker-dealers, banks, or thrifts; trust or insurance companies; or firms with employees who are registered representatives of broker-dealers.

Bloomberg’s 2015 Top 50 Registered Investment Advisers 

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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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.