Hub International Acquires Alpha Pension Group, Inc.

HUB International Acquires 401(k) Advisors, Inc.

April 6, 2022

Financial Services

HUB International Limited has acquired the assets of 401(k) Advisors, Inc., a Wilmette, Illinois–based retirement plan consulting firm with $1.3 billion in assets under advisement. The acquisition expands HUB’s retirement capabilities and strengthens its Midwest presence; terms were not disclosed.

HUB International Acquires the Assets of Epstein Financial Group

June 1, 2021

Wealth Management

HUB International Limited acquired the assets of Epstein Financial Services LLC and Epstein Financial Group LLC, an East Longmeadow, Massachusetts-based independent Registered Investment Advisor. Terms were not disclosed; Charlie Epstein, Principal and Founder, will join Hub Retirement and Private Wealth as the deal expands HUB's retirement and wealth management capabilities.

HUB International Acquires Assets of IBG Financial Partners

April 15, 2021

Financial Services

HUB International Limited acquired the assets of IBG Financial Partners, LLC, a Foxborough, Massachusetts-based retirement plan consulting team. The IBG team will join Hub Retirement and Private Wealth in New England, strengthening HUB’s retirement and wealth management capabilities; financial terms were not disclosed.

HUB International Acquires Assets of GRP Financial California

December 14, 2021

Wealth Management

HUB International Limited has acquired the assets of GRP Financial California, LLC; terms were not disclosed. The San Clemente-based retirement plan consulting team (which managed roughly $3.4 billion in assets as of September 30, 2021) will join Hub California, strengthening HUB's retirement capabilities and presence in California.

HUB International Acquires Assets of Heritage Wealth Management Group (PA)

June 20, 2022

Financial Services

HUB International Limited acquired the assets of Heritage Wealth Management Group, LLC, a Moon Township, Pennsylvania-based independent financial advisory firm. Terms were not disclosed; Heritage serves about 300 clients with more than $205 million in assets under management and Michael Finnell and his team will join Hub's Retirement and Private Wealth business to bolster its retirement and wealth advisory capabilities in Western Pennsylvania.

Hub International Acquires the Assets of Baystate Fiduciary Advisors, Inc.

November 11, 2020

Wealth Management

Hub International Limited acquired the assets of Baystate Fiduciary Advisors, Inc., a Boston-based fiduciary advisory firm that manages approximately $2.9 billion in client assets. The deal strengthens Hub’s Retirement and Private Wealth capabilities in New England by adding Baystate’s talent and retirement plan advisory services; Baystate’s Managing Partner Gregg Andonian will join Hub RPW in the region.