Hill, Barth & King LLC (HBK), Certified Public Accountants and Business Consultants, are proud to announce that HBK Sorce Financial LLC, an independent advisory firm, has been named as one of the Top Assets Under Management CPA/Financial Planning Firms, Wealth Magnets – Billion Dollar Club by CPA Wealth Provider Magazine. Official rankings were published in their In CPA Wealth Provider magazine’s ranking of CPAs by assets under management, HBK Sorce Financial was ranked in the top nine firms with AUM’s exceeding the billion dollar mark. “HBK Sorce Financial has maintained one basic underlying principle, to provide value to our clients,” said Chris Allegretti, Managing Principal and CEO. “The team of HBK and HBK Sorce work closely together challenging each other to better serve our most important partner, Our Client.” he continues.
For inclusion in this survey, there were two criteria for considerations. Firms had to be a CPA firm that has a financial planning practice, even as a subsidiary or affiliate, and the financial planner in the office must hold a CPA credential.
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Insurance products offered through HBK Sorce Insurance LLC
Investment Advisory Services offered through HBK Sorce Advisory LLC
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
HBK Sorce Insurance LLC and HBK Sorce Advisory LLC are not affiliated with Purshe Kaplan Sterling Investments
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY
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