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

Related: $18B Homrich Berg to Sell Minority Stake to TPG The addition gives Homrich Berg its second Florida office, following the addition of a $1.5 billion advisor team in Palm Beach, Fla., ...

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

The move comes a month after Atlanta-based Homrich Berg said it sold a minority stake to private-equity firm TPG (the investment was made via a unit of TPG, TPG Growth). Homrich Berg is one of the ...

The proposed acquisition of Creative Planning is the second deal for TPG within a week of acquiring a minority stake in Homrich Berg on September 26 and highlights the growing demand for dealmaking in ...

Atlanta-headquartered Homrich Berg is expanding its presence in Florida ... followed by a minority investment from PE firm TPG.

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 ...

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 ...

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