Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

RIA comparison · SEC Form ADV

Forvis Mazars Wealth Advisors, LLC vs Hub Investment Partners, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Forvis Mazars Wealth Advisors, LLC is the larger of the two, with $12B in regulatory assets to $12B at Hub Investment Partners, LLC, 1% more than its rival, by their latest Form ADV filings. Hub Investment Partners, LLC reports more individual clients (5,446 vs 4,329), while Forvis Mazars Wealth Advisors, LLC’s clients hold more on average (about $2.5 million each against $1.3 million). Forvis Mazars Wealth Advisors, LLC is based in Springfield, Missouri and Hub Investment Partners, LLC in Austin, Texas.

FigureForvis Mazars Wealth Advisors, LLCHub Investment Partners, LLC
Regulatory AUM$12B$12B
National rank#81#82
HeadquartersSpringfield, MissouriAustin, Texas
Individual clients4,3295,446
High-net-worth clients1,8981,002
Average client assets$2.5 million$1.3 million
Accounts14,04415,595
Discretionary98% of AUM83% of AUM
Employees124172
Advisory staff82103
Clients per advisory employee5353
Offices6629
Form ADV filed2026-08-252026-09-14

Forvis Mazars Wealth Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Hub Investment Partners, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Forvis Mazars Wealth Advisors, LLC or Hub Investment Partners, LLC?

Forvis Mazars Wealth Advisors, LLC, with $12B in regulatory assets under management against $12B at Hub Investment Partners, LLC. Nationally they rank #81 and #82 among 5,657 independent wealth management RIAs.

How many clients do Forvis Mazars Wealth Advisors, LLC and Hub Investment Partners, LLC have?

Forvis Mazars Wealth Advisors, LLC reports 4,329 individual clients (1,898 high-net-worth) with 82 advisory employees; Hub Investment Partners, LLC reports 5,446 (1,002 high-net-worth) with 103 advisory employees.

How do Forvis Mazars Wealth Advisors, LLC and Hub Investment Partners, LLC charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Forvis Mazars Wealth Advisors, LLC and Hub Investment Partners, LLC offer?

Forvis Mazars Wealth Advisors, LLC lists periodicals or newsletters, which Hub Investment Partners, LLC does not. Hub Investment Partners, LLC lists portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; other services, which Forvis Mazars Wealth Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; pension consulting; selecting other advisers; educational seminars and workshops.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Forvis Mazars Wealth Advisors, LLC ↗, Hub Investment Partners, LLC ↗. How to check a financial advisor →