Barrons 2025
Top 100 Institutional Consulting Teams
2025
NAPA TOP DC ADVISOR TEAMS-Multi-Office
Top DC Advisor Multi-Office Firms 
2025
NAPA TOP DC ADVISOR TEAMS (2)
Top DC Advisor Team
2017 - 2025
PlanSponsor (2)
Top Retirement Plan Advisor
 2022- 2025 - Alex Assaley
2024-2025 - Jim Keenehan
PLANADVISER Top Retirement Plan Adviser
Retirement Advisor of the Year Finalist- Plan Participant
2025 - Jim Keenehan
 
Top Women of Excellence
Top Women of Excellence
2024 - Beth Rehbehn
2024 PLANADVISER Emerging Leaders
Emerging Leader
2025- Alex Hsu
2024 -Beth Rehbehn
NAPA Top Social Media Influencers
Top Social Media Influencers
2024 - Alex Assaley
Top 50 Retirement Advisors under 40
Top 50 Retirement Advisors under 40
2014 - 2023 - Alex Assaley
2019 - 2023 - Jim Keenehan
Financial Times (2)
Top 401(k) Financial Advisors 
2016 - 2022
2018 Top Advisor by Participant Outcomes
Top Advisor by Participant Outcomes
2018
PlanSponsor (2)
Retirement Advisor of the Year Finalist
2016 - Small Team
 
DigBenefits Technology Innovator Awards
 Dig|Benefits Technology Innovator Awards
2016 - Alex Assaley
 
 

Why We’re the Right

Partner for Your Team

HUB Retirement and Wealth Management brings industry experience, recognition, and a focus on helping organizations strengthen their retirement plan offerings.
  • Expertise
  • Tailored Approaches
  • Demonstrated Experience
  • Industry Recognition
  • Fiduciary Responsibility