Hewins Financial Advisors Review

Trust Score 95%
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Hewins Financial Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 47 advisors. Hewins Financial Advisors manages $3.2 billion and provides investment advisory services for 1,792 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Avg Account Balance $1,791,584
Hybrid Advisor Yes
Disciplinary History No
Total AUM $3.2 billion
Advisor / Client Ratio 1:39
Headquarters Milwaukee, WI
SEC Filings Forms and Brochures
State(s) Registered AZ, CA, CO, DE, FL, IL, IA, LA, MI, MN, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OR, PA, TN, TX, VA, WA, WI

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