Schwab, Fidelity, or Both? Why Some Advisors Use Multiple Custodians


Advisors want a custodian “that will do what it can to help you grow,” says Andy Berg, HB’s CEO. More insight on how multiple custodians can benefit RIAs via Barron’s

About Homrich Berg

Founded in 1989, Atlanta-based 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, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $9 billion for more than 2,000 family relationships nationwide.

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