Insights

Merged Notre Expanding footprint through recent mergers and acquisitions within the Buckingham Strategic Wealth network signals cross-sell opportunities for high-net-worth clients and institutions seeking integrated wealth management solutions, including risk management, estate planning, and tax-efficient investing.

Evidence-Based Offering The firm highlights an evidence-based investing philosophy and multi-faceted planning, presenting a compelling angle for selling additional analytical tools, portfolio optimization services, and advanced financial planning analytics to existing clients and allied advisors.

Regulatory Credibility As a registered investment advisor with SEC oversight, there is potential to introduce compliance and governance solutions, client onboarding enhancements, and security/privacy offerings tailored to fiduciary standards for wealth management teams.

Tech Stack Leverage Current technologies (CRM, analytics, scheduling, and tracking tools) suggest opportunities to offer integration consulting, data hygiene services, cybersecurity assessments, and marketing automation upgrades to improve advisor productivity and client experience.

Growth Momentum Rapid growth through affiliated mergers indicates a receptive market for scalable advisory platforms, back-office support, and succession planning services that can help attract and retain top advisor talent and high-value clients.

Similar companies to Hausman Advisors

Hausman Advisors Tech Stack

Hausman Advisors uses 8 technology products and services including Crazy Egg, Facebook Pixel, HubSpot Analytics, and more. Explore Hausman Advisors's tech stack below.

Media & News

Hausman Advisors's Email Address Formats

Hausman Advisors uses at least 1 email format:
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 2 continents, including North America and Oceania. Key team members include Managing Principal: J. S. and 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 Crazy Egg, Facebook Pixel, HubSpot Analytics, Linkedin Insight Tag, Calendly, OneTrust, Salesforce and Microsoft Teams.

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

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