Hewins Financial Named Top 30 RIA By Financial Planning

SAN MATEO, Calif., Feb. 26, 2014 /PRNewswire/ — Hewins Financial Advisors, LLC (Hewins), a CPA-based financial advisory firm, has been named as a leading RIA firm by Financial Planning’s “RIA Leaders,” ranking 27th in total assets under management and 26th fastest growing RIA in the January 2014 report. With nearly $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 leading national firm occupying the “upper echelon of a variegated field of more than 19,000 RIAs nationwide,” as stated in the editor’s introduction of the report on Financial Planning.

On top of organic growth and strategic acquisitions, the firm was boosted by the launch of Key Access Services™, an emerging investor service offering for new wealth builders, and Cue Wealth Management Solutions, its turnkey asset management program and a strategic partnering platform for select CPA and RIA firms. 

“We’re excited about our continued growth path.  We believe strongly that our consistency in our investment philosophy and our efficiencies in our business models have propelled us as a firm.  The strengths we’ve developed in the high-net-worth market have enabled us to extend our strategies, resources and capabilities to the emerging investor and business-to-business space. As the RIA industry continues to grow, I think we’ll see more firms start to diversify their revenue streams this way,” says Hewins Financial Chief Strategy Officer Gretchen Halpin.

About Hewins Financial

Hewins Financial Advisors, LLC is a national, CPA-based wealth management and financial advisory firm that has delivered sophisticated, 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, with a range of holistic solutions like transition planning, tax and estate coordination, financial planning and investment advisory services.

Financial Planning’s full 2014 rankings are available at http://cdn.financial-planning.com/media/pdfs/top_100_RIA_firms.pdf. The introductory article cited above, with additional criteria for consideration and methods, can be found at http://www.financial-planning.com/fp_issues/44_01/ria-leaders-100-top-fee-only-firms-2687598-1.html?zkPrintable=1nopagination=1. Past performance is not an indicator of future performance.  Actual client experiences may materially vary.

SOURCE Hewins Financial Advisors, LLC


Wednesday, February 26th, 2014 EN

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