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 provides wealth management and financial planning to individuals and families, high‑net‑worth clients, trusts, retirement plans, corporate entities, foundations, and family offices, and also serves investment company clients including acting as adviser to the Peachtree Alternative Strategies Fund (PAS). The firm delivers discretionary and non‑discretionary portfolio management, consolidated reporting, and advice across public and private investments, including affiliated private funds. The firm’s investment process combines quantitative and qualitative analysis — from team and process reviews to liquidity and counterparty assessments for ETFs/ETNs and operational due diligence for hedge funds and private partnerships — and uses third‑party portfolio accounting and reporting (Black Diamond) with quarterly valuations for private investments. HB integrates third‑party managers and private fund allocations into client portfolios, discloses ERISA fiduciary responsibilities for retirement clients, and regularly issues a capital markets outlook and periodic performance reporting. HB’s scale and structure distinguish it from many peers: it manages about $30.2 billion with 160 advisors and provides portfolio management to registered investment companies while operating a suite of affiliated private funds (including the Peachtree series, newly launched HBWealth Real Estate and Acorn funds, and acquired WMS funds). The firm discloses several relationships that can create conflicts — minority investors (New Mountain and TPG) with related fund interests, arrangements to recommend Cliffwater pooled vehicles, and transition support from custodians such as Schwab and Pershing — and describes disclosure and due‑diligence measures it uses to address those conflicts.

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.