Homrich Berg Revenue and Competitors

Atlanta, GA USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Homrich Berg's estimated annual revenue is currently $50.4M per year.(i)
  • Homrich Berg's estimated revenue per employee is $249,700

Employee Data

  • Homrich Berg has 202 Employees.(i)
  • Homrich Berg grew their employee count by 7% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$11M548%N/AN/A
#2
$2M15-6%N/AN/A
#3
$23.8M10535%N/AN/A
#4
$74.7M299-13%N/AN/A
#5
$8.4M4621%N/AN/A
#6
$8M44-10%N/AN/A
#7
$6.4M3513%N/AN/A
#8
$44.9M1846%$225MN/A
#9
$9.1M50-32%N/AN/A
#10
$12.7M629%N/AN/A
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Homrich Berg is a national independent wealth management firm that provides unbiased, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Homrich Berg manages over $5 billion for over 1600 client relationships nationwide.

keywords:Finance

N/A

Total Funding

202

Number of Employees

$50.4M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Homrich Berg News

2022-04-17 - Homrich Berg Expands Investment Team, Adds Sarah Hauptman as ...

“I'm eager to leverage my experience in a new way to help expand Homrich Berg's private investments platform,” explains Hauptman. “I've worked...

2022-04-06 - Homrich Berg to Acquire $1.5B RIA Firm

The firm is adding Atlanta-area firm Oakbridge Partners, which is expected to boost Homrich Berg's client assets to over $13 billion.

2022-03-30 - Homrich Berg Makes Largest Acquisition Yet for $1.5B RIA in Its ...

Regional integrator Homrich Berg has acquired Oakbridge Partners, a $1.5 billion registered investment advisor in Buckhead, a neighborhood...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$36.2M20223%N/A
#2
$55.8M20311%N/A
#3
$56.7M20319%N/A
#4
$33.7M20431%N/A
#5
$60.6M204-5%N/A

Homrich Berg Executives


NameTitle
Christopher CasdiaChief Compliance Officer & Director
Kyle GlennPrincipal and Chief Operating Officer
Andy BergPrincipal & CEO
Bill BolenPrincipal & Chief Marketing Officer
Stephanie LangChief Investment Officer and Principal
Kruti BolickChief Risk Officer
Andy BergCEO
Jamie HennessyCFO
Thomas CarrollPrincipal & President
John DolanVP of Technology
Randy SchultzVP of Operations