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HBKS Again Among Top Advisory Firms in National Rankings


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.”


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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