HUB International Acquires the Assets of Kornerstone, Inc.

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 Horizon Insurance, Inc.

August 9, 2023

Insurance

Hub International Limited, through its Hub International New England affiliate, has acquired the assets of Worcester-based Horizon Insurance, Inc. The deal brings Orieta Kristo and the Horizon team into Hub New England to expand Hub’s personal and commercial insurance capabilities and strengthen its presence in Worcester and Central Massachusetts; 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 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 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 Kokkoris Insurance Services

February 5, 2020

Insurance

Hub International Limited has acquired the assets of Kokkoris Corp., d/b/a Kokkoris Insurance Services, a boutique insurance agency based in Astoria, New York. The transaction — terms not disclosed — expands Hub's presence in New York City and strengthens its specialty practices serving construction, real estate and hospitality clients.