Growth and Expansion HB Wealth is expanding its footprint with a new Charlotte office and has grown to over 300 employees across 12 offices, suggesting ongoing capacity to manage more assets and client relationships, presenting cross-sell opportunities in wealth management, family office services, and institutional offerings.

Elite Advisor Recognition Being named to CNBC Elite Advisors enhances credibility with high-net-worth prospects and institutional clients, creating openings for targeted engagement with affluent individuals, family offices, and executives seeking fiduciary, fee-only guidance.

Leadership Hiring Recent hires in market strategy, deputy CIO, and senior wealth advisors indicate a focus on enhanced investment capabilities and client advisory depth, opening conversations for advisory enhancements, bespoke portfolios, and expanded service levels.

Scaleable Tech A tech stack including iCIMS, OneTrust, Adobe Experience Cloud, and WP Engine signals investment in CRM, compliance, marketing, and client experience platforms, enabling data-driven outreach, personalized onboarding, and scalable client engagement solutions.

Wealth Management Demand With over $29B AUM and revenue in the hundreds of millions, HB Wealth represents a sizable, fee-only fiduciary RIA opportunity for services such as advanced investment solutions, risk analytics, operational efficiency, and technology integrations to support scale.