HUB International Acquires Assets of Bridgecreek Investment Management

Hub International Acquires Clark 401k Consulting, LLC

August 8, 2024

Wealth Management

Hub International Limited has acquired the assets of Clark 401k Consulting, LLC, a Los Gatos, California-based independent 401(k) consulting and fiduciary processes firm. The Clark team, led by Christopher Clark, will join Hub's Retirement and Private Wealth practice to strengthen Hub's retirement services in Central & Northern California; terms were not disclosed.

Hub International Acquires Assets of Cranbrook Bloomfield Insurance Agency

January 6, 2020

Insurance

Hub International Limited acquired the assets of Cranbrook Bloomfield Insurance Agency LLC, a Bloomfield Hills, Michigan-based independent insurance brokerage. Terms were not disclosed; agency principals John Williamson and Mark Barrett will join Hub Midwest East as part of the transaction.

HUB International Acquires the Assets of Kornerstone, Inc.

February 2, 2022

Financial Services

HUB International Limited acquired the assets of Kornerstone, Inc., a Chico, California-based investment advisory and financial planning firm. The Kornerstone team, led by President Eric Blofsky, will join Hub Central & Northern California to expand HUB's retirement and private wealth capabilities in California; terms were not disclosed.

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 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 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.