An exciting time, indeed: according to global analytics firm Cerulli Associates, RIAs are poised to surpass wirehouses in combined asset market share over the next three years. And even after a quarter marked by rate-hike indecision and turbulent market events like the Brexit vote, nearly 80 percent of RIAs are projecting continued growth in AUM this year, as noted in a recent TD Ameritrade survey.
One driver behind Hewins' consistent growth, says Halpin, is its CPA partnerships. Since its inception in 1999, the firm has recognized the importance of the CPA-based wealth management space, thanks to its strategic partnership with Wipfli LLP, one of the Midwest's leading accounting and consulting firms. Over the years, Hewins has forged other strategic relationships with CPA firms across both coasts, further expanding its integrated service approach and presence to a broader range of investors.
"Our clients are people with real financial needs and desires," says Halpin. "Deep, integrated relationships with our CPA partners allow us to serve our clients with a high standard of care and understanding."
To be eligible for the national ranking, advisory firms were required to be registered investment advisors; file their own Form ADV statement with the Securities and Exchange Commission (SEC); provide financial planning and related services to individual clients; and manage at least $50 million in AUM.
For additional information and the full ranking, please view FA magazine's original report. All client experiences may materially differ, and past performance is not indicative of future performance.
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SOURCE Hewins Financial | Wipfli Hewins