REDWOOD CITY, Calif., Nov. 7, 2016 /PRNewswire/ -- Capping off an exciting year of growth and various industry achievements, Hewins Financial Advisors (Hewins), a national, CPA-based financial advisory firm, has been named to WealthManagement.com's list of the "Top 100 Retail RIAs" for 2016. With approximately $3.9 billion in total assets under management (AUM), the firm clocked in at #72 on the list, joining an esteemed group of the nation's leading fiduciary financial advisors in the honor.
"We can't think of a better way to close out the year," says Gretchen Halpin, chief strategy officer at Hewins. "It's always an honor to be recognized among our industry peers, but it's even more rewarding when the recognition underscores our role as an RIA and the objective, independent advice we're proud to provide our clients."
A major contributor to Hewins' continued growth and development is its integrated approach to wealth management, powered by the strength of its strategic CPA partners, Wipfli LLP, DZH Phillips and The Fuoco Group. Since its inception in 1999, this approach has allowed the firm to serve a broader range of clients; fulfill a variety of financial and tax planning needs; and provide comprehensive wealth management advice for every stage of life.
"Our CPA-based approach is at the heart of everything we do," affirms Halpin. "Working together with our CPA partners, we're able to be the advisor that our clients rely on to help achieve their best financial lives, now and in the future."
WealthManagement.com developed its ranking using data from Discovery Data; RIA firms were ranked by total AUM reported on their most recent Form ADV filed with the Securities and Exchange Commission (SEC). To make the list, firms had to be U.S.-based and serve individual investors as their primary business.
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 is a national, CPA-based financial advisory firm that provides comprehensive financial planning and investment management services to individuals, families, small businesses and retirement plans. Learn More
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SOURCE Hewins Financial Advisors