Services offered at the firm include wealth management, asset allocation, investment strategy, selection and oversight of third-party managers, portfolio monitoring, legacy planning, estate planning and education. BT Family Office BackgroundīTFO was founded in 2019 and is owned by Bennett Thrasher, LLP, which is in turn owned by that firm’s limited partners. There are no financial advisory certifications listed on the firm’s website. In some instances, the firm may create pooled access fund vehicles to give investors access to a diversified portfolio of alternative investments at no additional charge.īT Family Office is a fee-only firm that works exclusively with high-net-worth individuals. It doesn’t provide a minimum account size, but notes that all relationships are “reviewed and at our sole discretion,” so it is likely that significant assets are required to be taken on as a client.įixed-fees, hourly fees and asset based fees are all used at the firm. While the firm’s portfolios include traditional investments in each asset class, it uses a wide range of investments that may extend to alternative investments. The firm has an internal investments team responsible for providing updates on each asset class and the issues affecting portfolios. Homrich Berg Wealth Management Investment Strategy This includes a principal, a director or senior associate, an associate and a client care coordinator. At Homrich Berg Wealth Management, each client is serviced by a team of three to four people. Since Homrich Berg Wealth Management’s founding, it has continued to grow, adding a second office in Atlanta in 2008 and another in 2013. Berg remains the firm’s main owner and he’s a principal at the firm. The firm was formed in 1989 by David Homrich and Andy Berg upon the “core belief that investors deserve unbiased advice,” its website explains. Homrich Berg Wealth Management Background There's no minimum required to be a client of Homrich Berg Wealth Management. This fee-only firm has several financially certified advisors on staff, including a number of certified financial planners (CFPs), certified public accountants (CPAs) and chartered financial analysts (CFAs). Homrich Berg Wealth Management has over $11 billion in assets under management (AUM). The qualifying firms were then ranked according to the following criteria:
Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Atlanta, we first identified all firms registered with the SEC in the city.
We believe the most important measure of our team's success is our client's ability to achieve their big-picture vision. 5000, the most prestigious ranking of the nation's fastest-growing private companies, and #9 on the Gator100, the world's fastest-growing Gator businesses.Īs a certified Workday Services Partner, Invisors helps customers utilize their organizational data to make better-informed business decisions through the deployment of Workday. Over the past year Invisors has been recognized for its growth by securing spot #57 the Inc. From bringing on new teammates to expanding into Europe to better serve Workday clients in that market, there are exciting opportunities ahead for our company, our employees, and our clients." As we look toward the rest of the year, I'm enthusiastic about how we are growing.
"Invisors has been fortunate to have tremendous growth since our inception in 2016 and each teammate at Invisors plays a critical role in that success. "We are honored to be named one of the fastest-growing businesses in Atlanta," shares Will Hardy, Partner at Invisors.
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