The acquisition of Calvary Wealth supports Homrich Berg’s approach to wealth management in becoming the premier independent, fee-only, registered investment advisor in the Southeast. Editor's ...

Homrich Berg, a fast-expanding wealth management firm, said it has sold a minority stake to private-equity firm TPG. The ...

Homrich Berg, an Atlanta-based RIA integrator with $18 billion in assets, has added a team of advisors in Tampa, Fla., previously managing over $4 billion in client assets. This follows news last ...

Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a ...

Homrich Berg hired a former Truist advisor team that oversaw $4 billion in assets and which will staff an office in Tampa, Fla. as the fast-growing wealth management company seeks to expand into ...

Atlanta wealth management firm Homrich Berg recruited an 11-member adviser team and a former top executive from Truist to open a new office in Tampa as it expands its reach in the Florida market.

Big Atlanta RIA Homrich Berg added a team of family office advisors managing more than $4 billion in client assets in Tampa, Fla., according to a press release. With the addition of industry ...

Atlanta-headquartered Homrich Berg is expanding its presence in Florida with a new location helmed by a returning veteran of the industry. On Monday, the $18 billion RIA announced the opening of ...

"We are in a new world of higher interest rates that we haven’t seen for 10-plus years since the Great Financial Crisis," Jeff Rosengarten, a principal at Homrich Berg in Atlanta, said in an email.

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the ...