Named #35 of Barron’s Top 100 RIA Firms of 2023

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We’re proud to share that we have been named #35 of Barron’s Top 100 RIA Firms of 2023! We’re honored to be included on this list and look forward to continuing to provide top-tier service to our clients.

You can view the full list here:

Barron’s 8th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.

Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.