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Barron’s 2023 Survey Ranks HBKS Wealth Advisors Among Elite U.S. RIAs


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 76th ranked firm in its 2023 survey of independent U.S. RIAs, up from 82nd in the 2022 survey. The industry estimates a total of more 15,000 RIAs in the U.S. as of 2022, an increase of nearly 50 percent since 2012 (source: Statista 2023).

According to the publication, its 8th annual ranking of independent advisory companies is 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. “For investors, the rankings are a tool that can help in the process of finding financial guidance.”

“It’s an honor to be recognized as a top U.S. financial advisory,” HBK Managing Principal and CEO Christopher M. Allegretti said. “It’s a tribute to our commitment to our clients’ financial success and maintaining their interests as our primary concern.”

HBKS is a Top 100 registered investment advisory and a member of the HBK family of financial service companies providing holistic financial services since 1949.

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.

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