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HBKS® Wealth Advisors Ranked Among Largest by Accounting Today


August 10, 2020 — In its recently released 2020 Top Firms by AUM survey, Accounting Today magazine ranks HBKS ninth in assets under management (AUM) among CPA firm’s wealth advisory businesses. The magazine’s 14th annual “Wealth Magnets” survey ranks wealth advisory firms affiliated with CPA firms. The data is restricted to CPA firm’s wealth advisory divisions’ assets under management and is validated by Audit Analytics.

HBKS also ranked ninth in the previous year’s Top Firms by AUM study. The firm was also recently named by Financial Times to its FT300 Top Registered Investment Advisers for the seventh consecutive year, which uses a formula to grade advisers based on six broad factors including Assets Under Management, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. And listed on Financial Advisor Magazine among the top 20 percent of U.S. registered investment advisories in assets under management.

“We are pleased to receive such recognition as among not only the largest but the highest quality of the nation’s investment advisors,” noted Chris Allegretti, Managing Principal and CEO. “The awards reflect our advisers’ expertise and their dedication to helping their clients achieve their financial objectives.”

HBKS® Wealth Advisors did not pay any compensation to obtain or use this ranking/rating, either directly or indirectly.

The information included in this document is for general, informational purposes only. It does not contain any investment advice and does not address any individual facts and circumstances. As such, it cannot be relied on as providing any investment advice. If you would like investment advice regarding your specific facts and circumstances, please contact a qualified financial advisor.

Any investment involves some degree of risk, and different types of investments involve varying degrees of risk, including loss of principal. It should not be assumed that future performance of any specific investment, strategy or allocation (including those recommended by HBKS® Wealth Advisors) will be profitable or equal the corresponding indicated or intended results or performance level(s). Past performance of any security, indices, strategy or allocation may not be indicative of future results.

The historical and current information as to rules, laws, guidelines or benefits contained in this document is a summary of information obtained from or prepared by other sources. It has not been independently verified, but was obtained from sources believed to be reliable. HBKS® Wealth Advisors does not guarantee the accuracy of this information and does not assume liability for any errors in information obtained from or prepared by these other sources.
HBKS® Wealth Advisors is not a legal or accounting firm, and does not render legal, accounting or tax advice. You should contact an attorney or CPA if you wish to receive legal, accounting or tax advice.

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