HUB Retirement & Private Wealth

Your confidence in every financial decision.

We help people manage their finances confidently and help employers build better retirement plans with personalized guidance at every stage.

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Who We Are

Hear about our commitment to help you thrive.

How We Help

Better outcomes for your workforce. Better planning for your future.

Retirement

We help you attract and retain employees with innovative retirement plan solutions.

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Private Wealth

Our mission is to help you define where you want to go and help you get there.

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Financial Wellness

We help your employees reduce financial stress at work and pursue better outcomes.

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HUB RPW by the Numbers

$207B+

retirement plan & 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 International”) is the parent company to HUB Retirement and Wealth RIAs providing investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB International RIAs maintain a combined total of [$207,972,699,200] in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2025. The HUB RIAs and the respective Aggregated RAUM include the following: GRP Financial [169,584,566,299]; HUB Investment Partners [27,506,701,567]; RPA Financial [10,881,431,334]. The AUM reported for HUB Investment Partners includes the regulatory assets under management of HUB Investment Advisors and Taylor Advisors, both of which joined HUB Investment Partners effective March 30, 2026. 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.

Who We Serve

Tailored solutions to meet your unique needs.

Whether you are planning your own financial future, choosing a retirement plan for your organization, or supporting a workforce through it, the path forward looks different for everyone. Choose the description that fits you.