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HUB Retirement and Private Wealth

We help individuals approach their finances with confidence and help employers optimize their retirement plan offerings.

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Who We Are

HUB Retirement and Private Wealth offers knowledgeable specialists who will tailor strategies to address your specific needs.

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

Who We Serve

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Individuals and Families

Mass Affluent and High Net Worth

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Organizations

For-Profit companies, Not-for-profit organizations, and governmental entities

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Employees

Workforce and executives

National Reach | Local Leadership

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HUB RPW by the Numbers

$172B+

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 $172,292,249,664 in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2023. The AUM for each individual HUB RIA may be found in the respective Form ADV for each respective HUB RIA. This Aggregated AUM for all HUB RIAs are broken out as follows: $109,326,671,524 in nondiscretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non-ERISA plans), non-qualified plan assets, and other types of institutional assets. $33,455,679,298 in discretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non-ERISA plans), non-qualified plan assets, and other types of institutional assets. $29,509,868,842 in Private Wealth Client AUM; which is a combination of both discretionary and non-discretionary AUM.

Stay up to date with the latest insights

June Market Commentary: Markets Search for Solid Ground

Jun 2, 2025

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

May 1, 2025

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.