Homrich Berg

Homrich Berg (CRD# 316731) is a financial advisory firm headquartered in Atlanta, GA. They manage $11,082,920,997 in 10,198 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,083
    MILLION
  • Total Number of Accounts
    10,198
    ACCOUNTS
  • Average Account Value
    $1,086,774
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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, KS, KY, LA, MA, MD, MI, MN, MS, MT, NC, NE, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Homrich Berg
Showing 1 - 10 of 47 top financial advisors.
1
Robin S. Aiken
CRD#: 2996864
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Robin Aiken (CRD# 2996864) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 22 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

Jennifer Bachelor (CRD# 4577487) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 16 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
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Andrew Berg (CRD# 2641722) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 26 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

John Bochniak (CRD# 4642074) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 20 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
William H. Bolen
CRD#: 6293538
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

William Bolen (CRD# 6293538) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry. William Bolen 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
Marvin E. Brooks
CRD#: 6982079
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Marvin Brooks (CRD# 6982079) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry. Marvin Brooks 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
Franklin H. Butterfield
CRD#: 2676602
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Franklin Butterfield (CRD# 2676602) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry. Franklin Butterfield 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
Evan P. Byers
CRD#: 5676968
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Evan Byers (CRD# 5676968) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry. Evan Byers 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
Thomas M. Carroll
CRD#: 4199835
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Thomas Carroll (CRD# 4199835) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 21 years of experience in the finance industry. Thomas Carroll 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
Philip H. Clinkscales
CRD#: 4552373
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Philip Clinkscales (CRD# 4552373) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 19 years of experience in the finance industry. Philip Clinkscales 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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