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RIA comparison · SEC Form ADV

Tiedemann Advisors, LLC vs HB Wealth

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Tiedemann Advisors, LLC is the larger of the two, with $31B in regulatory assets to $30B at HB Wealth, 3% more than its rival, by their latest Form ADV filings. HB Wealth reports more individual clients (4,808 vs 407), while Tiedemann Advisors, LLC’s clients hold more on average (about $59 million each against $4.8 million). Tiedemann Advisors, LLC is based in New York, New York and HB Wealth in Atlanta, Georgia.

FigureTiedemann Advisors, LLCHB Wealth
Regulatory AUM$31B$30B
National rank#34#35
HeadquartersNew York, New YorkAtlanta, Georgia
Individual clients4074,808
High-net-worth clients4073,169
Average client assets$59 million$4.8 million
Accounts61426,148
Discretionary85% of AUM89% of AUM
Employees182325
Advisory staff64152
Clients per advisory employee632
Offices912
Form ADV filed2026-07-102026-09-03

Tiedemann Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

HB Wealth

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Tiedemann Advisors, LLC or HB Wealth?

Tiedemann Advisors, LLC, with $31B in regulatory assets under management against $30B at HB Wealth. Nationally they rank #34 and #35 among 5,657 independent wealth management RIAs.

How many clients do Tiedemann Advisors, LLC and HB Wealth have?

Tiedemann Advisors, LLC reports 407 individual clients (407 high-net-worth) with 64 advisory employees; HB Wealth reports 4,808 (3,169 high-net-worth) with 152 advisory employees.

How do Tiedemann Advisors, LLC and HB Wealth charge clients?

Only HB Wealth lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Tiedemann Advisors, LLC and HB Wealth offer?

HB Wealth lists portfolio management for investment companies; other services, which Tiedemann Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Tiedemann Advisors, LLC ↗, HB Wealth ↗. How to check a financial advisor →