Again this year, HBKS Wealth Advisors (HBKS) has been recognized as among the nation’s most prominent registered investment advisories (RIAs) by multiple industry surveys. Most recently, Barron’s, one of the most respected financial publications worldwide, has HBKS as the nation’s 82nd ranked firm in its survey of independent U.S. RIAs. The industry estimates a total of nearly 15,000 RIAs in the U.S. as of 2021, an increase of more than 40 percent since 2012.
According to the publication, its rankings of independent advisory companies “are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.
“The goal is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry,” Barron’s editors wrote. “The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance.”
“We are honored to be recognized as a top U.S. financial advisory,” noted HBK Managing Principal and CEO Christopher M. Allegretti. “It’s a tribute to our commitment to our clients’ financial success and always keeping their interests our primary concern.”
August 2022 releases by Financial Advisor Magazine and Accounting Today also included HBKS among the top U.S. RIAs.
IMPORTANT DISCLOSURES
HBKS Wealth Advisors (HBKS) provides wealth and asset management services to individuals, families, corporations, nonprofits and other organizations. Studies released by Financial Advisor Magazine and Accounting Today in 2022 place HBKS among the top U.S. registered investment advisories (RIAs). As an RIA, HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Visit HBKSWealth.com.
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.
