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(San Francisco, CA), with $20,526,300,485 and Fidelity Brokerage Services LLC (Smithfield, RI), with $2,853,807,473. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does HB Wealth Management have?","answer":"HB Wealth Management has 139 investment adviser representatives registered with state securities authorities, out of 325 employees, and 152 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does HB Wealth Management invest in?","answer":"At the end of its last fiscal year, HB Wealth Management’s separately managed accounts held 34% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 12% direct investments, 6% state and local bonds, 6% pooled vehicles (private funds and similar), 6% cash and equivalents, 2% U.S. government and agency bonds and 1% investment grade corporate bonds. It advises 24 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns HB Wealth Management?","answer":"HB Wealth Management’s direct owners are Homrich & Berg, Inc. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}