Hub International Acquires the Assets of Garnett Retirement Group Inc.

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 the Assets of Aegis Retirement Group

July 1, 2021

Financial Services

Hub International Limited has acquired the assets of Aegis Retirement Group, LLC, a Memphis-based retirement plan consulting and wealth management firm. Walter Grant, Aegis's founder and president, will join Hub Retirement and Private Wealth as the deal strengthens Hub's retirement and wealth management capabilities in the Mid-South region. Terms were not disclosed.

Hub International Acquires Assets of JP Griffin Companies, LLC

December 16, 2021

Insurance

Hub International Limited acquired the assets of JP Griffin Companies, LLC (JP Griffin Group), an employee benefits consulting firm headquartered in Scottsdale, Arizona. The acquisition expands Hub’s employee benefits capabilities in the Southwest; financial terms were not disclosed.

Hub International Acquires Assets of Golden Corner Wealth Advisors

July 7, 2023

Financial Services

Hub International Limited acquired the assets of Golden Green, Inc. d.b.a. Golden Corner Wealth Advisors, a Seneca, South Carolina-based financial advisory firm. The Golden Corner founder Jim Charbonneau and his team will join Hub Carolinas as part of Hub's effort to strengthen its Retirement and Private Wealth capabilities; 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.