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Andy Berg Named Top 100 Independent Financial Advisor by Barron’s Magazine for 10th Consecutive Year

  Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s Top 100 Independent Financial Advisors by Barron’s for the tenth consecutive year. The…

Homrich Berg Crosses $5 Billion AUM Mark And Adds Cobb County Office Via Merger With Compass Financial Consulting

ATLANTA – 1/02/2018 – Homrich Berg is pleased to announce that Compass Financial Consulting has joined Homrich Berg, giving HB a Cobb County office location and an addition of talent…

Homrich Berg Names James M. Ruff as Principal

ATLANTA – 1/8/2018 – Homrich Berg (HB) is pleased to announce the appointment of James (Jaime) M. Ruff, CFP®, as the newest Principal for the firm. “Jaime has consistently exhibited…

Homrich Berg Principal John Taylor Named Honoree of University of Georgia FACS 100

ATLANTA – 2/23/2018 – Homrich Berg (HB) is proud to announce that Principal John H. Taylor, CFP®, has been named as one of the University of Georgia (UGA) College of…

Andy Berg Named Top 100 Independent Financial Advisor by Barrons Magazine for 11th Consecutive Year

ATLANTA – September 18, 2018 – Homrich Berg is proud to announce that CEO Andy Berg was named one of the nation’s Top 100 Independent Financial Advisors by Barron’s for…

Homrich Berg Moves Forward with Leadership Transition Plan

Internal succession plan sees Thomas Carroll move from President to CEO, succeeding co-founder Andy Berg ATLANTA – September 12, 2023 – Thirty-four years after Andy Berg co-founded Homrich Berg, one…

Congratulations to Robin Aiken for ranking #7 out of 44 within GA

Congratulations to Robin Aiken for ranking #7 out of 44 within Georgia for Forbes/SHOOK’s 2024 Top Women Wealth Advisors Best-In-State! Click here to review the full list: https://bit.ly/4bxgp8c and to read the…

HB Ranked in 2016 Top 10 High-Net-Worth Advisors by Wealth Management Magazine

Wealth Management Magazine has ranked Homrich Berg as one of the 2016 top 10 high-net-worth advisors based on assets under management. To land on the list, firms had to have…

Homrich Berg Ranked in 2015 Top 20 RIAs by Financial Planning Magazine

Financial Planning Magazine has ranked Homrich Berg as one of the top 20 registered investment advisers based on assets under management in the United States. Financial Planning builds a selective…

Homrich Berg Assets Under Management Rise Over $3 Billion Mark

Homrich Berg Assets Under Management Rise Over $3 Billion ATLANTA – Homrich Berg has continued its tradition of growth by passing the $3 billion mark for assets under management. The…

Andy Berg Attends Barron’s Top Independent Advisors Summit

ATLANTA – Andy Berg, CEO attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to…

Homrich Berg Ranked as Top RIA in the U.S

Homrich Berg Ranked as One of the Top 75 RIAs in the U.S ATLANTA – Financial Advisor magazine has ranked Homrich Berg as one of the top 75 registered investment…