Hbks Wealth Advisors

Overview

Hbks Wealth Advisors is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2001) and positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee models include percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and publication of periodicals or newsletters. The firm also lists pension consulting among its advisory activities. Hbks maintains a range of industry affiliations that extend beyond pure advisory work, including relationships with broker-dealers, insurance companies, accounting firms, and roles as sponsor or managing member of pooled investment vehicles. The firm has appeared on multiple industry ranking lists, including Barron’s Top 100 RIA Firms in multiple years (2021–2025), Financial Times Top 300 (2020), FA Magazine Top RIA Firms (2020), CNBC Top 100 Financial Advisory Firms (2021), and Citywire’s 50 Growers Across America (2025).

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