Profile
Homrich Berg is an SEC Registered Independent Advisor Serving Clients Across the Country
Fiduciary
HB always acts in the best interests of our clients, period.
RIA
HB is an SEC registered investment adviser.*
Fee-Only
We are paid only by our clients for wealth management advice.
1989
HB was founded over 35 years ago in Atlanta.
200+
Strong and diverse employees to serve you with personalized high touch service.
3600+
Families that have hired HB as their trustworthy CFO.
48
HB has clients in 48 states
$18 Billion+
Assets Under Management as of September 30, 2024
8
Strategic office locations across the Southeast including Greater Atlanta, South Florida, Tampa, Nashville, Columbia, and Augusta
80+
Advanced Credentials
Homrich Berg’s Geographical Reach
* Registration with the SEC does not imply any level of skill or training.