Homrich Berg

Homrich Berg (CRD# 108189) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,081,977,249 in 5,801 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,082
    MILLION
  • Total Number of Accounts
    5,801
    ACCOUNTS
  • Average Account Value
    $703,668
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 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, MA, MD, MI, MS, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Homrich Berg
Showing 1 - 10 of 21 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 17 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
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 21 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.

3
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 14 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.

4
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 6 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.

5
Wayne D. Moss
CRD#: 4652906
5400 Laurel Springs Pkwy, Suite 304, Suwanee, GA 30024
96
Wealthminder
score

Wayne Moss (CRD# 4652906) is an Investment Advisor Representative working at Homrich Berg in Suwanee, GA and has over 13 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.

6
James C. Sturgis
CRD#: 5333171
One Buckhead Plaza, Suite 830, 3060 Peachtree Road, Nw, Atlanta, GA 30305
96
Wealthminder
score

James Sturgis (CRD# 5333171) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 9 years of experience in the finance industry. James Sturgis 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
Lee T. Vanleuvan
CRD#: 1046274
200 Northcreek, Suite 2-610, 3715 Northside Parkway, Atlanta, GA 30327
96
Wealthminder
score

Lee Vanleuvan (CRD# 1046274) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 34 years of experience in the finance industry. Lee Vanleuvan 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
Frank T. Waterson
CRD#: 3094124
One Buckhead Plaza, Suite 830, 3060 Peachtree Road, Nw, Atlanta, GA 30305
96
Wealthminder
score

Frank Waterson (CRD# 3094124) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 18 years of experience in the finance industry. Frank Waterson 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
Kerstin A. Wiles
CRD#: 3048996
5400 Laurel Springs Pkwy, Suite 304, Suwanee, GA 30024
96
Wealthminder
score

Kerstin Wiles (CRD# 3048996) is an Investment Advisor Representative working at Homrich Berg in Suwanee, GA and has over 17 years of experience in the finance industry. Kerstin Wiles 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
Benjamin L. Riddick
CRD#: 6235838
One Buckhead Plaza, Suite 830, 3060 Peachtree Road, Nw, Atlanta, GA 30305
95
Wealthminder
score

Benjamin Riddick (CRD# 6235838) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry. Benjamin Riddick 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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