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Financial Advisor Magazine, Accounting Today, Barron’s Surveys Rank HBKS Among Top U.S. Wealth Advisories

09/28/2021

Three of the world’s most important financial publications have released their annual wealth advisory rankings and HBKS Wealth Advisors (HBKS) is among the highly ranked and moving higher.

HBKS is now the 82nd largest U.S. registered investment advisory according to Financial Advisor Magazine, rising in the publication’s rankings from 103rd in 2020. The publication’s annual survey ranks RIAs according to assets under management.

Accounting Today Magazine has again ranked HBKS among the top U.S. wealth advisories. This year’s study ranks HBKS 11th among the top 150 “CPA financial planners” by their assets under management.

For the second consecutive year, HBKS has been named to the Barron’s Top 100 RIA Firms list. The competition uses a formula featuring three major categories of calculations: assets, revenue, and quality of practice.

“We are pleased to be recognized as a prominent member of a vital industry,” Scott Cross, CFA, HBKS Chief Operating Officer. “That we continue to grow and move up in the rankings reflects more than anything our clients’ faith in us to help them achieve their financial goals.”

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


HBKS Awards 2021

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