HBKS has placed among the top 20 percent of registered investment advisories in the U.S. in size by Financial Advisor Magazine. The July/August publication’s annual survey ranks RIAs according to assets under management.
In publishing the rankings, the magazine characterized the year as one of slowing consolidation. “The frenzied consolidation of financial advisory firms, predicted for two decades, has finally slowed down as financing becomes more expensive.” But it also noted that, “Despite the challenges advisors faced in 2022, many firm chiefs added that, in the end, they always gain during market turmoil,” as that is when prospective clients deem their services most important to their financial futures.
“We are pleased to be recognized as a prominent member of a vital industry,” HBKS CEO and Managing Principal Christopher M. Allegretti, CPA said. “That we continue to rank among the nation’s top RIAs is an indication of our clients’ continued faith in us to help them achieve their financial goals.”
HBKS Wealth Advisors (HBKS) provides wealth and asset management services to individuals, families, corporations, nonprofits and other organizations. HBKS is a member of the HBK family of financial service companies, a 70-year-old personal services firm offering professional services in a wide range of tax, accounting, audit, business advisory, valuation, financial planning and wealth management from offices in Pennsylvania, Ohio, New Jersey, New York and Florida. As a registered investment advisor, HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Visit HBKSWealth.com.
IMPORTANT DISCLOSURES
HBKS® Wealth Advisors did not pay any compensation to obtain or use this ranking/rating, either directly or indirectly.
Investment advisory services are offered through HBK Sorce Advisory LLC, doing business as HBKS Wealth Advisors. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.
