News Column

Hewins Financial Named Financial Advisor Top RIA

August 23, 2014



By a News Reporter-Staff News Editor at Investment Weekly News -- Hewins Financial Advisors, LLC (Hewins), a national CPA-based financial advisory firm, has been named to Financial Advisor magazine's Top RIA list, placing 57(th) in total assets under management. With more than $3 billion in assets under management, and $856.1 million in growth from 2011 to 2013 (data via Sept. 2013 ADV filings), Hewins ranks as a growing national firm for the second year in a row. According to Financial Advisor, "Firms that manage more than $1 billion in assets turned in an average growth rate of nearly 20 percent." With a reported growth rate of 21.01 percent, Hewins exceeded the average to place among the top RIAs in the industry.

In addition to organic growth and strategic acquisitions, the firm was boosted by a continued integrated approach to investment management services, strengthened by a partnership with Wipfli LLP (Wipfli). The integration of Hewins' financial planning and wealth management services with Wipfli's accounting and consulting resources have not only added to client base growth, but also helped to provide increased value through estate and wealth transfer planning, insurance and risk management planning and solutions and investment advisory services.

"Our integrated approach and strategic partnership with Wipfli help us meet our clients' needs with their personal goals in mind, so they can invest with confidence using the tools they need to make informed financial decisions. At Hewins, we consistently look to the future; we are always working to improve in every way 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.

Financial Advisor compiled the Top RIA list using data reported through April 18, 2014. Firms qualified for the list based on assets under management and other quantitative and qualitative factors. View the original report at http://www.fa-mag.com/news/focus-on-growth-18319.html?section=47 for a full list of rankings, additional qualification criteria and methodology. RIA rankings are not indicative of future performance or representative of any client experience.

Keywords for this news article include: Investment and Finance, Hewins Financial Advisors Llc.

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Source: Investment Weekly News


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