A complete list of active advisors currently associated with HB Wealth
Warmer can help you find a great advisor at HB Wealth or one who fits your needs even better.
HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to individuals and families as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm also serves institutional clients and investment companies, and offers outsourced chief investment officer (OCIO) and institutional advisory services. HB Wealth typically manages accounts on a discretionary basis, aligning portfolios with clients’ stated objectives and risk tolerance while incorporating the firm’s capital markets outlook and providing consolidated quarterly reporting; it uses custodians such as Charles Schwab, Fidelity, and Pershing and portfolio reporting via Black Diamond. Its investment process combines quantitative and qualitative due diligence across public and private strategies — mutual funds, ETFs, hedge funds, structured notes, direct real estate, and private investment funds (including affiliated HB Funds) — and the brochure discloses valuation and liquidity practices for private investments. Notable distinctions include explicitly advising and subadvising registered investment companies (Peachtree Alternative Strategies and the HB Credit Opportunity Fund) and the 2026 launch of the HB Wealth Credit Opportunities Fund, a registered investment company created with iCapital, along with a broad suite of affiliated private funds and a newly formed HB Wealth Real Estate Fund. The firm traces its heritage to Homrich & Berg, Inc. and discloses its ownership changes and minority investments by external firms (NewMountainCapital and TPG) and related affiliations with other managers, with policies described to address resulting conflicts of interest.
To learn more about the advisors currently working at HB Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse HB Wealth's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)