REDWOOD CITY, Calif., Aug. 30, 2017 /PRNewswire/ -- Hewins Financial | Wipfli Hewins (Hewins) — a national, CPA-based financial advisor with approximately $4.45 billion in assets under management (AUM) — announced today that it has been named to the 36th annual Inc. 5000, an esteemed ranking of America's fastest-growing private companies. Hewins placed #4,525 in its fourth appearance on the list, which comprises some of the top businesses and entrepreneurs contributing to the U.S. economy. Posting a three-year growth rate of 55 percent, Hewins has solidified its place as a leading wealth manager through steady geographic expansion and a commitment to enhancing the client experience.
Hewins' growth is also a testament to its investment in culture and in the development of its team, amid a period of transformation for the industry. According to the Financial Planning Standards Board (FPSB), the demand for financial advisors is expected to grow by 32 percent over the next decade, as baby boomers enter retirement. Hewins has pivoted to attract the next generation of advisory talent, training team members to better meet the needs of the modern client and embracing innovative technology to support the planning process.
Director of Talent Management Katie Calagui says that culture and professional development will continue to be integral to Hewins' long-term growth strategy. "A great client experience starts with great people," Calagui explains. "We're proud that we've created an environment in which our teams can thrive, be inspired to grow and work together to help our clients achieve their goals."
Inc. ranks companies by overall revenue growth over a three-year period. To qualify, companies must have been founded and started generating revenue by March 31, 2013. Candidates had to be based in the U.S.; privately held; for-profit and independent (no subsidiaries or divisions of other companies); have revenue in 2016 exceeding that of 2013; meet revenue minimums; and pay a submission fee. Rankings are not indicative of future performance or representative of any client experience. View the full 2017 list and ranking eligibility.
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Hewins Financial | Wipfli Hewins is a fiduciary, CPA-based financial advisor that provides integrated financial planning and investment management to individuals, families, small businesses and retirement plans. Learn More
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