HUB International Acquires Assets of Renaissance Benefit Advisors Group, 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 Leading Edge Benefit Advisors and Affiliates

November 9, 2020

Insurance

Hub International Limited acquired the assets of Fort Myers-based Leading Edge Benefit Advisors, LLC and several affiliated entities. The acquisition expands Hub's employee benefits, retirement services and wealth management capabilities in Florida; company founders Don Raimey Jr. and Kerri Sisson will continue supporting the business.

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 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 WealthPlan Advisors, LLC

August 3, 2022

Financial Services

HUB International Limited acquired the assets of WealthPlan Advisors, LLC, an independent Scottsdale-based investment advisor, to expand its retirement and wealth advisory capabilities in the Southwest. WealthPlan Advisors had nearly 600 clients and managed more than $2.3 billion in assets as of March 2022; terms were not disclosed and the firm was represented by Wise Rhino Group.

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.