We’re proud to announce that HBKS Wealth Advisors has been named to Barron’s prestigious Top RIA Firms list for the second consecutive year, climbing from #75 in 2024 to #73 in 2025. This recognition reflects our continued commitment to delivering exceptional wealth management services and growing our practice while maintaining the highest standards of client service.
A Rigorous Selection Process
Barron’s Top RIA Firms ranking, now in its twenty-first year, represents one of the industry’s most comprehensive evaluations of independent advisory companies. The selection process involves a detailed survey covering assets under management, growth metrics, technology investments, succession planning, and numerous other operational factors. Only firms that demonstrate excellence across multiple dimensions earn a place on this exclusive list.
What This Recognition Means
Being ranked among the top registered investment advisors in the nation validates our approach to wealth management and our dedication to our clients’ financial success. The ranking methodology evaluates not just the size of our practice, but the quality of our services, including:
- Client asset growth and retention
- Investment in cutting-edge technology and cybersecurity
- Comprehensive succession planning
- Team expertise and industry credentials
- Commitment to compliance and fiduciary standards
Continuing Our Growth Journey
This recognition comes at an exciting time for the RIA industry. According to the Barron’s report, the top-performing firms have experienced remarkable growth, with many expanding their capabilities in artificial intelligence, compliance, and client service technologies. Our improved ranking reflects our strategic investments in these critical areas and our focus on scaling our operations to better serve our growing client base.
Our Commitment Moving Forward
While we’re honored by this recognition, we remain focused on what matters most: delivering personalized, comprehensive wealth management solutions that help our clients achieve their financial goals. This ranking serves as both a validation of our current approach and motivation to continue raising the bar in everything we do.
We thank our clients for their continued trust and confidence in our services. Their success drives our success, and we look forward to many more years of partnership and growth together.
IMPORTANT DISCLOSURES
HBKS® Wealth Advisors did not compensate the named organizations to earn any of these rankings, either directly or indirectly. Responses collected July 29, 2025 – August 12, 2025, with initial publication on September 13, 2025.
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.
