Homrich Berg

Homrich Berg (CRD# 108189) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,499,717,884 in 6,132 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,500
    MILLION
  • Total Number of Accounts
    6,132
    ACCOUNTS
  • Average Account Value
    $733,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MS, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Homrich Berg
Showing 1 - 10 of 29 top financial advisors.
1
Robin S. Aiken
CRD#: 2996864
One Buckhead Plaza, Suite 830, 3060 Peachtree Road, Nw, Atlanta, GA 30305
96
Wealthminder
score

Robin Aiken (CRD# 2996864) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 18 years of experience in the finance industry. Robin Aiken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer P. Bachelor
CRD#: 4577487
400 Galleria Parkway, Suite 1050, Atlanta, GA 30339
96
Wealthminder
score

Jennifer Bachelor (CRD# 4577487) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 12 years of experience in the finance industry. Jennifer Bachelor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew J. Berg
CRD#: 2641722
3060 Peachtree Road, Suite 830, Atlanta, GA 30305
96
Wealthminder
score

Andrew Berg (CRD# 2641722) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 22 years of experience in the finance industry. Andrew Berg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John D. Bochniak
CRD#: 4642074
400 Galleria Parkway, Suite 1050, Atlanta, GA 30339
96
Wealthminder
score

John Bochniak (CRD# 4642074) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 16 years of experience in the finance industry. John Bochniak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tana A. Gildea
CRD#: 5182812
400 Galleria Parkway, Suite 1050, Atlanta, GA 30339
96
Wealthminder
score

Tana Gildea (CRD# 5182812) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 11 years of experience in the finance industry. Tana Gildea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Gregory N. Herbert
CRD#: 5889061
One Buckhead Plaza, Suite 830, 3060 Peachtree Road, Nw, Atlanta, GA 30305
96
Wealthminder
score

Gregory Herbert (CRD# 5889061) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 6 years of experience in the finance industry. Gregory Herbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kevin S. Kraus
CRD#: 2698772
400 Galleria Parkway, Suite 1050, Atlanta, GA 30339
96
Wealthminder
score

Kevin Kraus (CRD# 2698772) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 22 years of experience in the finance industry. Kevin Kraus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Monica H. McDonald
CRD#: 4350042
One Buckhead Plaza, Suite 830, 3060 Peachtree Road, Nw, Atlanta, GA 30305
96
Wealthminder
score

Monica McDonald (CRD# 4350042) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 16 years of experience in the finance industry. Monica McDonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Patrick J. McGonigle
CRD#: 5379154
200 Northcreek, Suite 2-610, 3715 Northside Parkway, Atlanta, GA 30327
96
Wealthminder
score

Patrick McGonigle (CRD# 5379154) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 7 years of experience in the finance industry. Patrick McGonigle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Wayne D. Moss
CRD#: 4652906
5755 North Point Parkway, Suite 248, Alpharetta, GA 30022
96
Wealthminder
score

Wayne Moss (CRD# 4652906) is an Investment Advisor Representative working at Homrich Berg in Alpharetta, GA and has over 14 years of experience in the finance industry. Wayne Moss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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