We are
HUB Retirement and Private Wealth
Who We Are
Hear from RPW President Joe DeNoyior about our commitment to help you thrive.
How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
We help you attract and retain employees with innovative retirement plan solutions
Private Wealth
Our mission is to help you define where you want to go and help you get there
Financial Wellness
We strive to help your employees reduce financial stress at work and pursue better outcomes
Individuals and Families
Mass Affluent and High Net Worth
Organizations
Employees
HUB RPW by the Numbers
$178B+
Retirement plan and private wealth assets under advisement*
10,000+
Retirement plans under advisement
50 States
where our team of financial professionals can help
*HUB International Limited (“HUB”) owned RIAs provide investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB RIAs maintain a combined total of [$178,413,489,173] in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2024. The HUB RIAs and the respective Aggregated RAUM include the following: GRP Financial [143,416,430,435]; HUB Investment Partners [8,979,977,344]; HUB Investment Advisors [2,073,694,709]; RPA Financial [7,991,211,685}; Taylor Advisors [15,952,175,000]. Additional information for each individual HUB RIA may be found in the respective Form ADV available on the SEC’s IAPD website at adviserinfo.sec.gov.
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[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick...
Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
June Market Commentary: Markets Search for Solid Ground
Despite a strong rally in U.S. stocks in May, uncertainty still looms. Optimism surrounding paused tariffs and potential trade resolutions lifted markets, but caution remains due to rising interest rates, a growing U.S. deficit, and a fresh debt downgrade.
Market Commentary: Staying Steady Amid the Swings
April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.