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Carroll, Thomas

Chief Executive Officer

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Thomas Carroll, CEO of HB Wealth, has spent the past year executing a growth strategy that expanded the firm's national footprint while reinforcing its independence, fee-only fiduciary model, and commitment to client service. Under his leadership, HB Wealth completed its largest acquisition to date, the $6.4B integration of WMS Partners, and added offices and advisory teams in Charlotte, Greenville, and the Mid-Atlantic. The firm grew from 8 to 12 offices across six states and increased its employee base from 302 to 344. Assets under management now exceed $30 billion. Thomas also introduced a firmwide Equity Participation Program that grants ownership units to every non-shareholder employee and led a brand unification that brought two legacy firms together under the HB Wealth identity.