HUB International Acquires Assets of WealthPlan Advisors, LLC

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 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 CSi Advisory Services, LLC

June 6, 2022

Financial Services

HUB International Limited acquired the assets of CSi Advisory Services, LLC, an Indianapolis-based retirement plan consulting and wealth management firm with $1.1 billion in assets under management. Kristi Baker, Kelli Davis and the CSi team will join Hub Midwest East; terms were not disclosed and CSi was represented by Wise Rhino Group.

HUB International Acquires Millennium Advisory Services, Inc.

September 7, 2021

Financial Services

HUB International Limited has acquired Millennium Advisory Services, Inc., a fee-only financial planning and asset management firm based in Glen Allen, Virginia. The acquisition (terms undisclosed) brings Millennium's team, including co‑founders Paul Hunt and Steve Anderson, into HUB's Retirement and Private Wealth (Hub RPW) Mid‑Atlantic practice to strengthen HUB's presence in Virginia and the education/endowment markets.

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.

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.