Originally founded as Direct Advisors, LLC in 2001, the company established itself as an independent investment consulting firm focused on providing co-fiduciary and discretionary investment advisory services to corporate retirement plan sponsors. In 2019, Direct Advisors was acquired by Hub International Limited (HUB), a leading global insurance brokerage and financial services firm. Now operating as a division of HUB Retirement and Wealth Management, it leverages HUB's extensive resources to offer comprehensive retirement plan consulting, participant education, and private wealth management services, aiming to help organizations and individuals manage their financial futures.

Founded in

United States