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 41 - 50 of 62 top financial advisors.
41
Joshua Vaughan
CRD#: 6421663
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Joshua Vaughan (CRD# 6421663) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 8 years of experience in the finance industry.

42
Frank T. Waterson
CRD#: 3094124
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Frank Waterson (CRD# 3094124) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 25 years of experience in the finance industry.

43
Michelle M. Wolff
CRD#: 6538255
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Michelle Wolff (CRD# 6538255) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.

44
Trent J. Arnone
CRD#: 7452679
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Trent Arnone (CRD# 7452679) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.

45
Emily C. Bentley
CRD#: 5061856
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Emily Bentley (CRD# 5061856) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 12 years of experience in the finance industry.

46
Ross A. Bramwell
CRD#: 5643335
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Ross Bramwell (CRD# 5643335) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 15 years of experience in the finance industry.

47
Margo M. Bryk
CRD#: 2134552
2475 Northwinds Parkway, Suite 100, Alpharetta, GA 30009

Margo Bryk (CRD# 2134552) is an Investment Advisor Representative working at Homrich Berg in Alpharetta, GA and has over 28 years of experience in the finance industry.

48
Lauren V. Burthey
CRD#: 7009996
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Lauren Burthey (CRD# 7009996) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 5 years of experience in the finance industry.

49
John F. Donohue
CRD#: 5800972
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

John Donohue (CRD# 5800972) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 13 years of experience in the finance industry.

50
Jonathan L. Farr
CRD#: 7836302
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Jonathan Farr (CRD# 7836302) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.

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