Insights

M&A Growth Hausman Advisors operates within Buckingham Strategic Wealth after a recent merger, signaling ongoing consolidation activity in wealth management. This presents an opportunity to offer scalable risk management, integration services, and portfolio technology solutions to support multi-firm operations and continued growth.

RIA Expansion Buckingham Strategic Wealth is actively expanding through acquisitions and integrations with multiple advisory firms. A potential sales angle is providing vendor solutions that streamline onboarding, client data migration, and compliance workflows for expanding RIAs.

Tech Enablement Current tech stack includes HubSpot, Google Tag Manager, Tailwind CSS and related tools, indicating emphasis on digital marketing, data analytics, and client experience. Upsell opportunities exist for enhanced marketing automation, CRM customization, and data integration services.

Regulatory Focus As a registered investment advisor with SEC oversight (CRD 143323) and a pledge to act in clients' best interests, there is a need for governance, compliance, and cybersecurity solutions tailored to RIAs, presenting a pathway for risk and compliance product offerings.

Client Demographics The firm services a diverse client base including individuals, businesses, trusts, non-profits, healthcare professionals and retirement plans. This breadth creates opportunities for tailored service bundles such as retirement planning, fiduciary services, and nonprofit endowment management.

Hausman Advisors Tech Stack

Hausman Advisors uses 8 technology products and services including HubSpot Analytics, Craft CMS, MyFonts, and more. Explore Hausman Advisors's tech stack below.

  • HubSpot Analytics
    Analytics
  • Craft CMS
    Content Management System
  • MyFonts
    Font Scripts
  • HubSpot
    Marketing Automation
  • Microsoft Windows
    Operating Systems
  • Cloudflare Bot Management
    Security
  • Tailwind CSS
    UI Frameworks
  • HTTP/3
    Web & Portal Technology

Media & News

Hausman Advisors's Email Address Formats

Hausman Advisors uses at least 2 format(s):
Hausman Advisors Email FormatsExamplePercentage
First@hausmanadvisors.comJohn@hausmanadvisors.com
100%

Frequently Asked Questions

What is Hausman Advisors's phone number?

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You can contact Hausman Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Hausman Advisors's official website and social media links?

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Hausman Advisors's official website is buckinghamstrategicwealth.com and has social profiles on LinkedIn.

How much revenue does Hausman Advisors generate?

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As of July 2026, Hausman Advisors's annual revenue is estimated to be $1M - $10M.

What is Hausman Advisors's NAICS code?

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Hausman Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Hausman Advisors have currently?

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As of July 2026, Hausman Advisors has approximately 501 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Managing Principal: J. S.Principal: J. B.. Explore Hausman Advisors's employee directory with LeadIQ.

What industry does Hausman Advisors belong to?

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Hausman Advisors operates in the Financial Services industry.

What technology does Hausman Advisors use?

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Hausman Advisors's tech stack includes HubSpot AnalyticsCraft CMSMyFontsHubSpotMicrosoft WindowsCloudflare Bot ManagementTailwind CSSHTTP/3.

What is Hausman Advisors's email format?

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Hausman Advisors's email format typically follows the pattern of First@hausmanadvisors.com. Find more Hausman Advisors email formats with LeadIQ.

When was Hausman Advisors founded?

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Hausman Advisors was founded in 2005.
Hausman Advisors logo

Hausman Advisors

Financial ServicesOregon, United States501-1000 Employees

Hausman Advisors operates within the financial services sector and, after merging with Buckingham Strategic Wealth on April 1, 2023, continues to serve as the Hood River office under Buckingham. As a registered investment adviser, the firm emphasizes acting in clients’ best interests, offering evidence-based investing and comprehensive financial planning to individuals, businesses, trusts, non-profits, healthcare professionals, and retirement plans. The organization aims to safeguard clients’ financial futures by applying a multi-faceted planning approach aligned with fiduciary principles. Based in Portland, Oregon, the firm is part of a broader network of advisers and specialists focused on wealth management.

Buckingham Strategic Wealth, the overarching entity, is positioned as a national advisory firm with a focus on disciplined investment management and client-centric planning. It operates within the registered investment adviser framework and maintains a presence in multiple markets, including its Hood River office resulting from the merger with Hausman Advisors. The company’s stability and growth are reflected in its continued expansion and recognition within the industry as an institutional RIA of note. The latest developments in the public record indicate ongoing consolidation within its family of affiliated firms.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
501-1000

Section iconFunding & Financials

  • $1M - $10M

    Hausman Advisors's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Hausman Advisors's revenue is estimated to be in the range of $1M - $10M

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