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HUB Retirement and Private Wealth

We help individuals approach their finances with confidence and help employers optimize their retirement plan offerings.
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Who We Are

HUB Retirement and Private Wealth offers knowledgeable specialists who will tailor strategies to address your specific needs.

Hear from RPW President Joe DeNoyior about our commitment to help you thrive.

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Who We Serve
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Individuals and Families

Mass Affluent and High Net Worth

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Organizations

For-Profit companies, Not-for-profit organizations, and governmental entities
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Employees

Workforce and executives
National Reach | Local Leadership
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May 2024 Locations Map

HUB RPW by the Numbers

$178B+

Retirement plan and private wealth assets under advisement*

10,000+

Retirement plans under advisement

50 States

where our team of financial professionals can help

*HUB International Limited (“HUB”) owned RIAs provide investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB RIAs maintain a combined total of [$178,413,489,173] in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2024. The HUB RIAs and the respective Aggregated RAUM include the following: GRP Financial [143,416,430,435]; HUB Investment Partners [8,979,977,344]; HUB Investment Advisors [2,073,694,709]; RPA Financial [7,991,211,685}; Taylor Advisors [15,952,175,000]. Additional information for each individual HUB RIA may be found in the respective Form ADV available on the SEC’s IAPD website at adviserinfo.sec.gov.

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Market Commentary: Mid‑Year Market Check‑In

Market Commentary: Mid‑Year Market Check‑In

Jul 1, 2025

There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.

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