Two of HUB’s Registered Investment Adviser (RIA) firms – HUB Investment Partners (HIP) and HUB Investment Advisors (HIA) have been named to Newsweek’s 2026 list of America’s Top Financial Advisory Firms. This list is developed by Newsweek to help investors who are seeking financial guidance make informed, confident decisions as they navigate the RIA industry. Being recognized emphasizes the strength of HUB’s service model and the commitment our advisors make to helping their clients thrive.
To indicate each firm’s financial performance and the health of its client base, the ranking discloses each firm’s total assets under management (AUM) range and its compound annual growth rate (CAGR) over five years.
HUB Investment Partners (HIP), based in Austin, TX, reported a AUM range of $5 Billion – $10 Billion and a CAGR rate of 11% – 20%.
HUB Investment Advisors (HIA), based in Omaha, NE, reported a AUM range of $1 Billion – $5 Billion and a CAGR rate of 11% – 20%.
By benchmarking RIAs using the following methodology, investors can be assured that the firms included in this list are identified by Newsweek as the best of the best.
Award Methodology: Newsweek partnered with Plant-A Insights Group to identify this list, and began by analyzing over 16,000 financial advisory firms registered with the SEC. This ranking was built on a shortlist of firms with more than $20 million assets under management, at least three wealth advisers, a minimum of five individual clients and at least two years of SEC registration. These companies were then evaluated and scored based on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interest. The 1,000 RIA firms with the highest score calculated from these factors were awarded.
View the full list here.
We are proud to be among the nation’s top financial advisory firms and celebrate our advisors and teams whose work positively impacts the financial outcomes of the individuals and families they serve.
HUB advisors are ready to help you, your organization, and your employees be ready for tomorrow. Contact Us to get started.
HUB Investment Partners
Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor. Insurance Services offered through HUB International. Recordkeeper and Third Party Administrator services offered through TCG Administrators, a HUB International company. HUB FinPath and Tax Services are offered through RPW Solutions. Consulting Services are offered through TCG Consulting Services, LLC. TeleWealth virtual meetings are offered through HUB Investment Partners.
HUB Investment Partners, TCG Administrators, HUB FinPath, RPW Solutions, Cypher Security, LLC and TCG Consulting Services are under common ownership of HUB International and are affiliates of HUB Investment Partners. Legal and Tax advice may be provided by Hessler Legal, an unaffiliated law firm. Certain of HUB Investment Partners’ investment advisory representatives may also be affiliated with Hessler Legal. HUB Investment Partners does not receive compensation from Hessler Legal for referrals.
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
HUB Investment Advisors
Securities offered through M Holding Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through HUB Investment Advisors, an SEC registered investment advisor. Insurance services offered through HUB International. HUB International Great Plains, HUB International and HUB Investment Advisors are not under common ownership with M Holdings Securities, Inc.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.
important information related to HUB Investment Advisors, refer to the HUB Investment Advisors’ Client Relationship Summary (Form CRS) by navigating to Insurance Broker Omaha | HUB International disclosures.
