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

Hub Investment Partners, LLC vs Apollon Wealth Management, LLC

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

The short answer

Hub Investment Partners, LLC is the larger of the two, with $12B in regulatory assets to $12B at Apollon Wealth Management, LLC, 3% more than its rival, by their latest Form ADV filings. Apollon Wealth Management, LLC reports more individual clients (8,310 vs 5,446) and its clients also hold more on average (about $1.3 million each against $1.3 million). Hub Investment Partners, LLC is based in Austin, Texas and Apollon Wealth Management, LLC in Mount Pleasant, South Carolina.

FigureHub Investment Partners, LLCApollon Wealth Management, LLC
Regulatory AUM$12B$12B
National rank#82#84
HeadquartersAustin, TexasMount Pleasant, South Carolina
Individual clients5,4468,310
High-net-worth clients1,0022,697
Average client assets$1.3 million$1.3 million
Accounts15,59524,984
Discretionary83% of AUM97% of AUM
Employees172199
Advisory staff103115
Clients per advisory employee5372
Offices2952
Form ADV filed2026-09-142026-09-15

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

Apollon Wealth Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting
  • Selecting other advisers

How it’s paid

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

Questions

Which is bigger, Hub Investment Partners, LLC or Apollon Wealth Management, LLC?

Hub Investment Partners, LLC, with $12B in regulatory assets under management against $12B at Apollon Wealth Management, LLC. Nationally they rank #82 and #84 among 5,657 independent wealth management RIAs.

How many clients do Hub Investment Partners, LLC and Apollon Wealth Management, LLC have?

Hub Investment Partners, LLC reports 5,446 individual clients (1,002 high-net-worth) with 103 advisory employees; Apollon Wealth Management, LLC reports 8,310 (2,697 high-net-worth) with 115 advisory employees.

How do Hub Investment Partners, LLC and Apollon Wealth Management, 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 Hub Investment Partners, LLC and Apollon Wealth Management, LLC offer?

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

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: Hub Investment Partners, LLC ↗, Apollon Wealth Management, LLC ↗. How to check a financial advisor →