Again this year, HBKS Wealth Advisors (HBKS) is being recognized as a one of the nation’s most prominent registered investment advisories (RIAs). Recently released rankings by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. RIAs.
HBKS currently ranks 100 in Financial Advisor Magazine’s study of the largest U.S. registered investment advisories. The publication, which refers to the Top 100 as the industry’s “heavyweights,” ranks RIAs according to assets under management in its annual survey.
HBKS maintained its ranking in the most prestigious category of the Accounting Today magazine annual study, the “Wealth Magnets,” which includes firms with assets of $1 billion or more. Despite substantial growth in the number of wealth magnets and their assets under management in the past year, HBKS remains the nation’s 11th largest CPA financial planner according to the study.
“As this report went to press,” the Accounting Today “Top Firms” report read, “financial markets were enduring a spate of losses, spooked by rising inflation, the promise (or threat) of interest rate increases, supply-chain disruptions, and global uncertainty unleashed by events like the Russian invasion of Ukraine.” Still, the report noted, the number of firms with assets of more than $1 billion increased from 52 to 58.
“We are pleased to be recognized as a prominent member of a vital industry,” noted Christopher M. Allegretti, HBK Managing Principal and CEO. “That HBKS and HBK CPAs & Consultants both perform well in the various rankings and studies reflects more than anything our clients’ faith in us to help them achieve their financial goals.”
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