Hewins Financial | Wipfli Hewins Ranked in Financial Advisor Magazine's 2015 "RIA Survey and Ranking"

The national, CPA-based financial advisory firm ranks 58th in total assets under management.

Aug 11, 2015, 06:10 ET from Hewins Financial Advisors

REDWOOD CITY, Calif., Aug. 11, 2015 /PRNewswire/ -- Hewins Financial | Wipfli Hewins (Hewins), a national, CPA-based financial advisory firm, has been named to Financial Advisor (FA) Magazine's 2015 RIA Survey & Ranking for the third consecutive year, placing 58th overall in total assets under management (AUM). The firm joins more than 500 of the nation's leading RIA firms that collectively manage nearly $875 billion in total AUM.

In their report, FA explains that many firms on the list attribute growth to strategic partnerships, which is a tactic Hewins knows well. The firm, which achieved a nine-percent growth rate for the year ending December 2014, works with Wipfli LLP under the name Wipfli Hewins Investment Advisors to provide CPA-based financial services to clients. Over the past year, the firm has also expanded through associations with DZH Phillips LLP, and most recently, Fuoco Group.

These associations allow Hewins to provide a more integrated approach to financial planning and investment management, offering a wide range of valuable services to help clients better achieve their financial goals.

"Having the collective expertise of our CPA partners allows us to provide our clients with a comprehensive wealth management approach," says Gretchen Halpin, Chief Strategy Officer at Hewins. "Once we understand our clients' vision, we can employ interactive financial planning and sophisticated tax-management strategies to help maximize opportunities and consider the spectrum of their financial picture."

To be eligible for the ranking, advisory firms had to be independent registered investment advisors (RIAs), file their own 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 as of December 31, 2014.

For additional information and the full list, please view the original report.  All client experiences may materially differ, and past performance is not indicative of future performance.

About Hewins Financial Advisors

Hewins Financial Advisors, LLC is a national, CPA-based advisory firm that has delivered objective advice to high-net-worth individuals and families, small businesses and retirement plans since 1999. Hewins provides clients with sophisticated investment and tax management strategies developed to meet the highest fiduciary standards, providing a range of services that include financial planning, investment advisory, tax and estate coordination, and more. To learn more, please visit hewinsfinancial.com.

 

SOURCE Hewins Financial Advisors



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