Homrich Berg

Homrich Berg (CRD# 316731) is a financial advisory firm headquartered in Atlanta, GA. They manage $15,199,304,130 in 17,942 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,199
    MILLION
  • Total Number of Accounts
    17,942
    ACCOUNTS
  • Average Account Value
    $847,135
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
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Homrich Berg
Showing 1 - 10 of 62 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 24 years of experience in the finance industry.

2
Jennifer P. Bachelor
CRD#: 4577487
2475 Northwinds Parkway, Suite 100, Alpharetta, GA 30009

Jennifer Bachelor (CRD# 4577487) is an Investment Advisor Representative working at Homrich Berg in Alpharetta, GA and has over 18 years of experience in the finance industry.

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 28 years of experience in the finance industry.

4
John D. Bochniak
CRD#: 4642074
2475 Northwinds Parkway, Suite 100, Alpharetta, GA 30009

John Bochniak (CRD# 4642074) is an Investment Advisor Representative working at Homrich Berg in Alpharetta, GA and has over 22 years of experience in the finance industry.

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.

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.

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.

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.

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 23 years of experience in the finance industry.

10
Broadus W. Cleveland
CRD#: 4807476
3740 Executive Center Drive, Augusta, GA 30907

Broadus Cleveland (CRD# 4807476) is an Investment Advisor Representative working at Homrich Berg in Augusta, GA and has 1 year of experience in the finance industry.

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