other

HB Wealth

ATLANTA, GA

CRD: 316731

In PWD coverage since September 23, 2026 · 8 stories

$30.2BRegulatory AUMSEC Form ADV · Oct 3

325EmployeesForm ADV

4Deals on our tracker

+3Talent net · 12 months3 in · 0 out

Regulatory AUM · Sep 26 – Oct 3

Observed recruiting events · 12 monthsOn the wire →

Net +3 · 3 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

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

PWD coverage

RIA

Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum

Betterment waives platform fees through 2028, Axos targets every advisor custodying at Fidelity, and Schwab cites 11,000 sub-$100 million firms already on its platform.

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

HB Wealth

Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum

The Family Office Daily Briefing