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After tasting the 'nightmare' of FINRA confines, Roger Hewins buys back his $1.8B RIA from Midwestern CPAs -- with the new freedom worth leaving $3B of AUM behind

The $4.8-billion RIA mega-marriage of Hewins Financial and Wipfli in 2012 took 13 years to complete. The split in 2018 was more like lightning after brokerage regulators bellied up to the bar

Monday, June 4, 2018 – 4:51 PM by By Lisa Shidler
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Roger Hewins: You can’t make a move or breathe marketing-wise because everything can be violating something and it was a nightmare.

Related Moves

Free of 2012 merger entanglements, Roger Hewins's second RIA act is on a hiring binge after zeroing in on women as target market -- knowing full well the gender tilt never seems to work

'Team Hewins' has some old hands from Redwood City, San Francisco, Boca Raton, and Miami overseeing billion of dollars and a push to create a place where the culture trumps pink-and-shrink in making notoriously leery women get invested

April 23, 2019 – 6:31 PM


Mentioned in this article:

Team Hewins
RIA Seeking to Hire Advisors
Top Executive: Roger Hewins




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