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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2021
- Office Locations
- 13
Office Locations
About HB Wealth
HB Wealth (formerly Homrich Berg, founded 1989) is a fee-only fiduciary RIA providing integrated financial planning, investment management, and family office services for individuals and select multigenerational families. The firm builds personalized portfolios targeting risk-adjusted returns with transparent service tiers, and has been consistently recognized in national RIA rankings (Barron’s, Forbes, Financial Planning, Financial Advisor Magazine).
Reported data analysis
What the numbers show
Between November 20, 2025 and May 8, 2026, reported AUM increased 16.5%, from $25.9B to $30.2B.
Across 5 reported observations, AUM increased 172.1% between October 27, 2022 and May 8, 2026, from $11.1B to $30.2B.
Of the latest reported AUM, 89.2% is discretionary and 10.8% is non-discretionary.
The firm reports 152 advisory representatives and 5,459 clients, or 35.9 clients per representative. That equates to $5.5M in reported AUM per client.
The profile lists 13 reported office locations and 5 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full HB Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW JOHN BERG
Certified Financial Planner, Chairman Of The Board
- CRD
- #2641722
- Ownership
- Less than 5%
THOMAS MCLEMORE CARROLL
Chief Executive Officer, Principal
- CRD
- #4199835
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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ROBIN SANDERS AIKEN
Principal
- CRD
- #2996864
NATHAN RICHARDSON ALLEN III
--
- CRD
- #2392046
Showing 2 of 173 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,911,915,361 | $1,065,396 |
| Non-Discretionary | $3,246,486,581 | $3,655,953 |
| Total | $30,158,401,942 | $1,153,373 |
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Separately Managed Accounts
SMA allocation detail is available
HB Wealth has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
HB Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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