Homrich Berg

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.

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

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

• Wealth management
• Fee-only advisory
• Investment management
• Family office services
• Financial planning

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core 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

Segments8 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• WMS PartnerscoreOthers · 1 December 2024In 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

Market position

Strengths4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/homrichberg
• YouTubeyoutube.com/@hb_wealth
• Facebookfacebook.com/homrich-berg-117379591702919
• LinkedInlinkedin.com/company/homrich-berg
• Instagraminstagram.com/hbwealthria

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Homrich Berg