Homrich Berg
HB Wealth (formerly Homrich Berg) is a fee-only fiduciary registered investment advisor founded in 1989 in Atlanta, serving high-net-worth individuals, families, executives, business owners, and institutions across 48 states through integrated wealth advisory, investment management, and family office services.
- Company typePrivate
- Founded1989
- HeadquartersAtlanta, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Homrich Berg does
Homrich Berg, now operating as HB Wealth, is a privately held registered investment advisor founded in 1989 and headquartered in Atlanta, Georgia. The firm delivers fee-only fiduciary wealth management to high-net-worth individuals, families, business owners, corporate executives, professional practitioners, multi-generational families, female wealth creators, suddenly single individuals, and institutions (including endowments, foundations, and nonprofits via OCIO services). HB Wealth reports serving families across 48 states through a network of 11 office locations concentrated in the Southeast and Mid-Atlantic US (Georgia, Florida, Maryland, North Carolina, South Carolina, Tennessee).
HB Wealth organizes its offering around three core product lines: Wealth Advisory Services (integrated financial, estate, tax, retirement, insurance, charitable, and education planning, supported by an interactive planning tool, a wealth forecast tool, and an online reporting portal), Investment Management (personalized portfolios including private market investments), and Family Office Services (multi-generational reporting and consolidated administration). Technology is client-facing and lightweight — focused on reporting, scenario modeling, and communication rather than proprietary investment analytics or trading infrastructure. Distribution is direct-to-client via fee-only advisors in scheduled consultations, supported by a content-and-thought-leadership marketing engine across web, LinkedIn, YouTube, Instagram, Facebook, and X.
Revenue is generated primarily through recurring asset-based advisory fees (and select flat-fee arrangements) under a three-tiered service structure billed annually. In September 2024, TPG Growth took a strategic minority stake valuing the firm at approximately $1 billion, following earlier investment by New Mountain Capital, and in December 2024 the firm acquired WMS Partners to scale multi-family office capabilities. Headcount is reported at 101–250 employees, consistent with a mid-to-upper mid-market RIA.
Homrich Berg firmographics
Firmographics- Name
- Homrich Berg
- Legal name
- Homrich Berg Wealth Management
- Website
- https://homrichberg.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- HB Wealth (formerly Homrich Berg) is a fee-only fiduciary registered investment advisor founded in 1989 in Atlanta, serving high-net-worth individuals, families, executives, business owners, and institutions across 48 states through integrated wealth advisory, investment management, and family office services.
- Ownership category
- akta.pro rank
Homrich Berg industry classification
Industry- Product category
- Wealth Management
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920), Finance and Insurance (52)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Estate Planning, Trust Structuring & Governance (FSAAADAF), High-Net-Worth (HNW) Private Banking (FSABADAB)
Keywords
Where Homrich Berg is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices12 records
Markets served
Homrich Berg business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Fee-Only Advisory Services: HB Wealth operates as a fee-only fiduciary wealth management firm, charging clients based on assets under management or a flat fee structure. This model aligns the firm's interests with client outcomes and eliminates conflicts of interest from commissions or product sales.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Three-tiered service structure designed to match client complexity and needs |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Homrich Berg product offering
Product offeringCore offering
HB Wealth (formerly Homrich Berg) is a fee-only fiduciary wealth management firm that delivers financial planning, investment management, and family office services to high-net-worth individuals, families, business owners, executives, and institutions. Services are organized into tiered engagement levels priced as a percentage of assets under management and billed annually or quarterly.
Product overview
HB Wealth (formerly Homrich Berg Wealth Management) offers a unified wealth management platform organized around three core service areas: Wealth Advisory Services, Investment Management, and Family Office Services. The platform is built on a fee-only fiduciary approach and integrates comprehensive financial planning with disciplined investment management. The company also offers three distinct service levels to accommodate different client needs and complexity. The firm serves individuals, families, business owners, corporate executives, professional practitioners, female wealth creators, suddenly single individuals, multi-generational families, and institutions across 48 states.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Advisory Services A comprehensive wealth advisory engagement for high-net-worth individuals and families covering investment management alongside financial, estate, tax, and philanthropic planning, delivered as an integrated fee-only service.
- Investment Management Discretionary investment management service for individuals and institutions whose primary need is portfolio construction and ongoing oversight, rather than full wealth planning.
- Family Office Services Multi-generational family office service addressing wealth transfer, estate planning, charitable giving, governance, concierge, and lifestyle services for ultra-high-net-worth families.
- Institutional & Nonprofit Investment Management Investment management and advisory services for corporations, endowments, foundations, and nonprofits, including investment policy development and ongoing portfolio oversight.
Quantifiable outcome
- Serves families across 48 states
- +1 more outcomes
Companies that use Homrich Berg
Customer profileSegments8 records
Ideal customer profiles2 records
Homrich Berg technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Homrich Berg partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- WMS PartnerscoreIn December 2024, Homrich Berg acquired WMS Partners, a US multi-family office. This acquisition was designed to enhance HB's wealth management services and expand assets under management across multiple states, strengthening the firm's multi-family office capabilities.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Homrich Berg competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Homrich Berg social profiles
Digital presenceHomrich Berg financial estimates
Financial estimateRevenue estimate
Valuation estimate
Homrich Berg leadership team
Management profileNumber of profiles
Profiles6 records
Homrich Berg subsidiaries and ownership
Company hierarchySubsidiaries1 record
Homrich Berg funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Homrich Berg M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Homrich Berg
What does Homrich Berg do?
HB Wealth (formerly Homrich Berg) is a fee-only fiduciary wealth management firm that delivers financial planning, investment management, and family office services to high-net-worth individuals, families, business owners, executives, and institutions. Services are organized into tiered engagement levels priced as a percentage of assets under management and billed annually or quarterly.
Is Homrich Berg a public or private company?
Homrich Berg is a private company. It is classified as venture growth investor backed and is currently operating.
When was Homrich Berg founded?
Homrich Berg was founded in 1989. It employs 101 to 250 people.
Where is Homrich Berg based?
Homrich Berg is headquartered in Atlanta, United States, in the North America region.
How does Homrich Berg make money?
One revenue line is on record: fee-Only Advisory Services.
Does Homrich Berg have an API?
No public API is recorded for Homrich Berg.
What industry is Homrich Berg in?
Homrich Berg's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523991 and its SIC code is 6282.