Homrich Berg

Atlanta, Georgia, United Stateshbwealth.com1expert edge

National independent, fee-only wealth management firm managing $25 billion in assets across 12 offices, serving individuals and families with investment management and financial planning services since 1989.

Why interesting to a deal team

Top 10 fee-only RIA leader with strong multi-state presence and proven growth trajectory; attractive consolidation target for PE platforms seeking established advisory franchise.

Experts connected to this company

Christopher C. FriedenLed Alston & Bird counsel on WMS Partners acquisition

Christopher C. Frieden

Partner and Chair of Partners Committee

Alston & Bird LLP

LawyerAtlanta

Atlanta's go-to RIA M&A lawyer, having steered 175+ wealth management deals worth $7B+ since 2020 — a direct line into active RIA consolidation activity.

Sources

Name + firmOther
hbwealth.com
Page titleOther
hbwealth.com/insights/homrich-berg-expands-southeast-presence

Strongest evidencePage title2 public sourcesHow the grades work