Hewins Financial Advisors Named to Inc. 5000's Fastest Growing Companies
National advisory firm ranks 4197th overall
SAN MATEO, Calif., Sept. 11, 2014 /PRNewswire/ -- Hewins Financial Advisors (Hewins), a national CPA-based advisory firm, has been named to Inc.'s 5000 Fastest Growing Companies, placing 4197th overall with a 68 percent growth rate since 2010. According to Inc., 19.8 percent of list members fell into the $10 – 20 million revenue category, with the financial services category comprising $17.2 billion in total revenue. Among the fastest-growing financial services firms, Hewins placed 226th, joining the ranks for the first time ever in 2014. Overall, the list represents a comprehensive look at one of the most important segments of the US economy—the growth of America's privately held companies.
In addition to organic growth and strategic acquisitions, Hewins was boosted by a continued integrated approach to investment management strategies due to its affiliation with Wipfli LLP, with whom Hewins does business as Wipfli Hewins Investment Advisors. The integration of Hewins' financial planning and wealth management with Wipfli's accounting and consulting services have not only supported client base growth, they've also provided integral added value with estate and wealth transfer planning, insurance consulting and investment advisory services.
"Our strategic partnership with Wipfli helps us meet our clients' needs with their personal goals in mind, so they can invest with confidence and the tools they need to make informed financial decisions. At Hewins, we consistently look to the future; we always work towards improvement and growth while utilizing what we know works well. In the end, it's always about people – our teams and the clients we serve," says Chief Strategy Officer Gretchen Halpin.
The 2014 Inc. 5000 is ranked according to percentage revenue growth for the years 2010 to 2013. To qualify, companies must have been founded and generating revenue by March 31, 2010. Each company had to be U.S.-based, privately held, for profit, and independent—no subsidiaries or divisions of other companies—as of December 31, 2013. For a full list of rankings and methodology, visit inc.com/inc5000. Rankings are not indicative of future performance or representative of any client experience.
About Hewins
Hewins Financial Advisors, LLC is a national, CPA-based financial advisory firm that has delivered objective advice to high-net-worth individuals and families, small businesses and retirement plans since 1999. Learn more at hewinsfinancial.com and wipfli.com.
SOURCE Hewins Financial Advisors
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