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HB Wealth

ATLANTA, GA
CRD: 316731
In network coverage since September 23, 2026 · 9 stories
$30.2BRegulatory AUMSEC Form ADV · Oct 17
325EmployeesForm ADV
4Deals on our tracker
+5Talent net · 12 months5 in · 0 out
Regulatory AUM · Sep 26 – Oct 17
Observed recruiting events · 12 monthsOn the wire →
Net +5 · 5 incoming events · 0 outgoing events
Arrivals
Steven D. Podnos
Oct 2 · from Wealth Care
Rachel Podnos O'Leary
Oct 2 · from Wealth Care
Lauren Podnos-Garner
Oct 2 · from Wealth Care
Lauren Podnos-Garner, CFP®
Oct 1 · from Wealth Care
Rachel Podnos O’Leary, JD, CFP®
Oct 1 · from Wealth Care
Departures
None tracked.
Deal recordFull tracker →
Oct 2, 26Deal announcedWealth Care · $700M — coverage
Sep 29, 26Deal closedWealth Care · $700M — coverage
Sep 29, 26Deal closedWealth Care · $700 — coverage
Sep 29, 25Deal closedWealth Care · $700M
Network coverage
The Close

HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations

Third-quarter RIA transactions fell 17% to 77, and a fourth quarter at that pace would leave 2026 one deal short of last year's record.
RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum
Deals & PE · Oct 4Concurrent announces $5.4B Spire purchase and $3B–$10B platform target
Deals & PE · Oct 3Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed
Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
Moves · Oct 2HB Wealth adds Podnos physician team, entering Texas as its seventh market
M&A · Oct 1HB Wealth buys $700 million Austin RIA Wealth Care, its seventh market
book · Sep 23The hospital question is the cheapest test of an aging book
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.