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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.

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Economic Insights 2024

Economic Insights 2024

Oct 23, 2024

Economic Insights, Trends and Challenges Stay up to date on market performance, ongoing economic trends and what...

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