Elite fee-only HB Wealth is a large, national independent wealth management firm that operates as a fiduciary, fee-only RIA managing over $29 billion in assets for individuals, families, and institutions. This positions them as a trusted partner for high-net-worth clients seeking transparent, conflict-free advisory services.

Growth and expansion Recent expansion activity includes opening a Charlotte office and adding a significant private banking team from JP Morgan, signaling a push into new high-potential markets and a broader client base, including high-net-worth individuals and private banking affinities.

Leadership and strategy Key leadership hires in 2025 such as a chief market strategist and a deputy CIO, along with new senior wealth advisors and shareholders, indicate a strengthened investment research framework and strengthened client-facing capacity to win larger mandates and institutional relationships.

Technology utilization HB Wealth employs modern tech like cloud and security tools (Cloudflare, Intune, JSON-LD) and analytics-oriented content (RSS, LinkedIn tag tracking), suggesting opportunities to position digital onboarding, transparent reporting, and scalable client experiences as differentiators for growth prospects.

Financial health signals With revenue in the hundreds of millions and assets under management exceeding $29 billion, HB Wealth demonstrates strong financial capacity and scale, making them a credible partner for premium solutions such as family office services, estate planning efficiencies, and institutional-grade investment programs.