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Clients

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Serving Over 3700 Families Across 48 States

Homrich Berg serves more than 3700 diverse family relationships nationwide in 48 states, managing over $18 billion in assets as of December 31, 2024. Our client base is primarily made up of corporate executives, entrepreneurs, families, family trusts and foundations, and not-for-profit institutions. Our client retention rate is 98%*. Our clients come to us at various stages in their life – marriage, divorce, inheritance, retirement, sale of a business, becoming a partner, having children, losing a spouse, deciding not to “do it themselves” anymore, you name it – we have a wide range of client relationships and have experience dealing with the unique situations each new client brings to HB.

* Click here to read how we calculate client retention rate.

Homrich Berg’s Geographical Reach

A map of the contiguous United States shows most states in dark red, with Nebraska, Kansas, and Iowa in light gray.

States of Clients We Currently Serve

3700+

HB serves over 3700 family relationships

$18 Billion+

Assets Under Management as of December 31, 2024

18-94

Age Range of Our Clients

How Can HB Wealth Help You Achieve Your Goals?

Contact Us

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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