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Barron’s Recognizes HBKS Wealth Advisors as Top 100 RIA Firm


HBKS Wealth Advisors ranks 67th in Barron’s September 14 edition which released its 2020 study of the Top 100 U.S. registered investment advisories. The weekly magazine, which covers financial news and U.S. market developments and is considered an essential read for investors, released the results of its survey in its September 11, 2020 edition.

Barron’s expanded its ranking this year to 100 advisories, and enhanced its rankings formula by adding new metrics, including technology spending, staff diversity and succession planning to its existing criteria of assets under management, revenue and quality of practice.

“The wealth management industry had already been changing rapidly. But this year, the rate of change kicked into overdrive,” the magazine reported.

The Barron’s listing was the third time in recent weeks that HBKS has been recognized for its prominence among RIAs. In August, the firm was ranked in the top 20 percent of RIAs by Financial Advisor Magazine based on assets under management, and named to the Financial Times’ FT 300 Top Registered Investment Advisers based on assets under management, growth, longevity, advanced credentials of advisors, online accessibility, and compliance.

“We are pleased to win recognition from both industry magazines and publications that are relied on for objective information by investors around the world,” noted Christopher M. Allegretti, HBK Managing Principal and CEO. “Our continued growth, as reflected in these RIA rankings, is an indication that we are living up to our values and our mission of helping our clients achieve their financial goals.”

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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