HBKS Wealth Advisors is proud to announce our ranking at #80 on Financial Advisor Magazine’s prestigious 2025 RIA Survey & Ranking, positioning us among the leading registered investment advisory firms nationwide.
This recognition comes at a pivotal time for the wealth management industry, as Financial Advisor Magazine highlights the significant opportunities ahead. With fee-based advisory revenues surging from $150 billion in 2015 to $260 billion in 2024, and continued growth projected despite an anticipated advisor shortage, firms like HBKS are well-positioned to serve the expanding demand for comprehensive wealth management services.
“Being recognized among the top RIAs validates our commitment to delivering exceptional client service and our integrated approach to wealth management,” said Christopher M. Allegretti, HBKS Wealth Advisors Chief Executive Officer. “This ranking reflects not only our current success but also our strategic investments in technology and talent that position us for continued growth.”
The Financial Advisor survey emphasizes how leading firms are leveraging artificial intelligence and advanced technology platforms to enhance client service and operational efficiency. At HBKS, we continue to invest in cutting-edge tools and processes while maintaining the personal touch that defines our client relationships.
As the wealth management landscape evolves, HBKS remains focused on organic growth, comprehensive financial planning, and the innovative solutions that have earned us this national recognition. We’re honored to be acknowledged alongside the industry’s most respected firms and look forward to continuing to serve our clients with excellence.
Important Disclosures:
HBKS® Wealth Advisors did not pay any compensation to obtain or use this ranking/rating, either directly or indirectly. Responses collected April 3, 2025 – April 17, 2025 , with initial publication on July 21, 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.
