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Homrich Berg is a Georgia-based wealth management firm that provides services including investment management, and financial and retirement planning for businesses... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights
Homrich Berg is a Georgia-based wealth management firm that provides services including investment management, and financial and retirement planning for businesses... Read more
HB President & CEO: Thomas Carroll

President & CEO

Thomas Carroll

CEO Approval Rating

82/100

1989

PrivateIndependent Company

Banking, Financial Services and Insurance
Asset & Investment Management
619961896282 NAICS listing

Est. Annual Revenue
$25-100M
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Est. Employees
100-250
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Acquisitions
3

News

Acquisition
Dec 12, 2024
Business Wire
HB acquired WMS Partners for undisclosed amount
Funding
Sep 28, 2024
Private Equity Wire
HB received undisclosed amount in Minority Stake Funding

HB Competitors

1The Renn
2Cahaba
3AP Wealth Management
4Allegiant Private Advisors
5Bel Air
6Compass Financial Partners
7Radnor
8Oakwood Capital Management
9MRA Associates
10Alberts Investment Management
Unlock 11 + competitors

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