HUB Retirement and Private Wealth
Mergers and Acquisitions

The future you want, the partner you need.

Embrace your ambitions and empower your team to thrive with confidence.

Choosing a partner aligned with your bold vision is key, and HUB stands ready with over 25 years of unparalleled growth, poised to propel you towards tomorrow’s successes. No need to sacrifice your unique culture or settle for less – our commitment lies in providing top-tier resources without compromise.

Ready for tomorrow starts with us.

Our Mission

To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Culture

We were founded on entrepreneurship and are led by people who built and ran their own businesses.

Our Mission

Our passion is delivering solutions that take into account the needs of both companies and their workforce. We adhere to a high fiduciary standard.

HUB has completed over 850 acquisitions, with over 50 for HUB Retirement and Private Wealth. Witness first-hand the power that firms like yours experience when provided additional support and resources.

HUB provides tailored strategies and unwavering support, ensuring success and distinction in competitive markets.

You have the opportunity to partner with a network of over 17,000 insurance and financial services professionals.

Gain access to comprehensive resources and support to grow the service offering to your clients.

Why HUB RPW?

Limitless innovation

Omni-channel brand building

Community & belonging

Leadership potential

Entrepreneurial edge

Women Network

Exceptional Opportunities

With a history of 25+ years in the industry, HUB RPW has not just witnessed growth; we’ve spearheaded it. Our partnership model is designed to fuel your growth while respecting the unique attributes that set you apart.

25+

Years

Resource-Rich Environment

We believe that quality services stem from quality resources. By joining HUB RPW, you gain access to our extensive network, cutting-edge technology, and industry expertise, all of which are essential to elevating your business.

1st

Hand Access to Resources

Cultural Integration, Not Assimilation

We understand the value of your firm’s culture and identity. Our approach to integration respects and preserves what makes your firm unique, ensuring that your identity thrives within our collaborative ecosystem.

17K+

Employees

Hear from fellow leaders who have joined HUB

Howard Bienenfeld

BLS Wealth Management
Acquired in 2024

“We see longevity and growth for our firm by joining Hub. We are excited to expand our network and resources, providing commercial P&C and personal insurance for the benefit of our clients.”

Ellen Lander

Renaissance Benefit Advisors
Acquired in 2023

“HUB RPW shares our deep commitment to provide an unsurpassed level of proactive service, enabling us to support our clients as we continue to grow.”

Scott Hauptmann

Trusted Capital Group
Acquired in 2021

“We always felt like we had the blueprint for scale, but HUB brought on the footprint to make it happen at a national scale.”

The best of both worlds

HUB brings together the best of the best. A great culture that allows firms to be who they are while also being part of something bigger. Access to global resources & connections that can solve any problem through a vast network of experts, but delivered by local service teams who live next door to the clients they’ve served for years. Ongoing innovation with a relentless drive to deliver to our clients, the community and our people. And the limitless potential to grow: professionally, personally and financially.

“HUB is poised for long-term success, thanks to our entrepreneurial spirit, our solid backing from our investment partners & the 17,000+ talented professionals who make HUB a great place to build a legacy. Let us help you maximize your potential while maintaining everything that makes you special.”

 

Clark Wormer
Managing Director, Mergers & Acquisitions
HUB International Limited

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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