Brighton, MI Office

Team
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HBW Advisory Services LLC logo

HBW Advisory Services LLC

Multi-team

Firm-wide stats for HBW Advisory Services LLC

Total advisors

69

Across 36 offices

Clients per advisor

200 Very High

Avg AUM per client

$119,864 Very Low

HNW client ratio

1% Very Low

About

HBW Advisory Services manages approximately $1.75 billion in client assets and provides discretionary and non‑discretionary asset management, financial planning, and consulting to a broad mix of individuals, families, charitable organizations, businesses, pension and profit‑sharing plans. The firm also delivers sub‑advisory and co‑advisor services and offers an online wrap‑fee portfolio option through Betterment Institutional, in addition to subscription services for company‑sponsored retirement plans.

HBW typically determines asset allocation and model recommendations using a risk‑tolerance questionnaire and places client assets with third‑party money managers (TPMMs) or sub‑advisers when appropriate; it emphasizes a blended approach that can combine tactical asset allocation, fixed income allocations, and multi‑manager diversification to seek downside protection. The firm monitors TPMMs and uses model portfolios, allows limited client restrictions, and provides periodic reviews and reporting; it also states it uses AI tools for operational efficiencies (not for selecting investments).

Compared with many enterprise peers, HBW’s client servicing model is notable for a high client load per advisor — roughly 13,779 clients served by 68 advisors (more than 200 clients per advisor) — and for its institutional and intermediary roles, including sub‑advisory arrangements (for example, with Midland National) and retirement‑plan subscription services. The firm’s mix of retail, charitable, and institutional relationships, plus its use of multi‑manager platforms and a wrap‑fee partnership with Betterment, differentiates its operating model from many firms that focus primarily on direct portfolio management.

Based on HBW Advisory Services LLC

Expertise

College savings (529s, UTMA, etc.)

Based on HBW Advisory Services LLC

Location

134 West Main Street, Suite 100

Brighton MI 48116

Advisors at this office

3

Advisors at this office

user avatar

Cathryn P

Series 66

Brighton, MI

HBW Advisory Services LLC

Cathryn Porter is a financial advisor with HBW Advisory Services LLC in Brighton, MI, holding a Series 66 designation and five years of industry experience. She has worked at CMP Tax Management LLC, Cetera Advisor Networks, and Bradford Financial Advisors LLC, where she also serves as office manager. Additionally, she is an insurance agent involved in fixed insurance sales and assists with trust creation and tax preparation through related business activities. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach involving third-party money managers and multi-manager diversification, supports sub-advisory and co-advisor relationships, and offers wrap-fee and subscription services.

College savings (529s, UTMA, etc.)
user avatar

Bryan B

Series 63, Series 65

Brighton, MI

HBW Advisory Services LLC

Bryan Bradford is a financial advisor with HBW Advisory Services LLC in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with multiple ventures including financial planning, tax and business consulting, and serves as CEO of an automotive accessory manufacturing company. Bradford also facilitates a local business referral network and is involved in community activities such as serving as Vice President of the Greenhills Property Owner Association. HBW Advisory Services manages approximately $1.75 billion in client assets, serving a wide range of individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach, utilizing third-party money managers, tactical asset allocation, and multi-manager diversification, and incorporates AI tools for operational efficiency while maintaining a high client-to-advisor ratio.

College savings (529s, UTMA, etc.)
user avatar

Jaxson B

Series 66

Brighton, MI

HBW Advisory Services LLC

Jaxson Barlow is a financial advisor with HBW Advisory Services LLC in Brighton, MI. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining HBW, Barlow worked in various roles outside the financial industry, including at The Reserve Steakhouse and Equitable Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans with a range of asset management, financial planning, and consulting services. The firm employs a blended investment approach that includes tactical asset allocation, fixed income, and multi-manager diversification, supported by AI tools for operational efficiency.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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