Hewins Financial Advisors Named a Top 100 RIA for 2014
The national financial advisory firm ranks 26th in total assets under management.
SAN MATEO, Calif., Nov. 25, 2014 /PRNewswire/ -- Hewins Financial Advisors, a national, CPA-based advisory firm, has been named to the list of Top 100 RIAs for 2014, published by REP. magazine/WealthManagement.com. The firm placed 26th overall in assets under management (AUM) with approximately $3.5B in total AUM, joining the ranks of fiduciary advisors that make up the largest RIA firms in America.
In conjunction with organic business development and strategic acquisitions, Hewins' continued growth is aided by its integrated approach to financial planning and investment management, backed by the strength of its affiliation with Wipfli LLP, with whom the firm does business as Wipfli Hewins Investment Advisors, LLC.
By integrating its financial planning and wealth management services with Wipfli's accounting and consulting capabilities, the firm has been able to offer a wide range of valuable services to help clients better manage their financial lives, from estate and wealth transfer planning to insurance consulting and investment advisory.
"A growth-focused firm is always looking to the future while trying to perfect the present," says Gretchen Halpin, Chief Strategy Officer. "The integrated services of our wealth management firm, combined with the expertise of our CPA affiliate Wipfli LLP, create a cohesion of services for the client that can add value and clarity around financial decisions."
Advisory firms qualified based on total AUM, and are required to have at least 10 percent high-net-worth clients and 10 percent non-high-net-worth clients for whom they conduct financial planning, among other quantitative factors. None of the RIAs listed are affiliated with an investment company, or operate as a broker/dealer or bank.
For the full ranking and additional qualification criteria, 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.
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SOURCE Hewins Financial Advisors
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