HUB International Acquires 401(k) Advisors, 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 Taylor Advisors, Inc.

March 3, 2022

Financial Services

Hub International Limited has acquired Taylor Advisors, Inc., a Louisville, Kentucky-based financial consulting and investment advisory firm. The acquisition strengthens Hub's Financial Institutions Specialty and expands its retirement advisory capabilities; terms were not disclosed and the Taylor Advisors team will join Hub Financial Services.

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 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 Assets of Renaissance Benefit Advisors Group, LLC

November 6, 2023

Financial Services

Hub International Limited has acquired the assets of Renaissance Benefit Advisors Group, LLC, a retirement plan consulting and institutional investment advisory firm. The RBA founder Ellen Lander and her team will join Hub Mid-Atlantic as Hub expands its retirement consulting capabilities and presence in the Northeast.

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.