Insights

Longstanding presence Target Hazlett Burt & Watson as a legacy financial services firm with a long history since 1883, focusing on relationship-driven advisory services to upsell premium wealth management, retirement planning, and fiduciary investment strategies.

Mid-market focus Leverage their size (11-50 employees) to position scalable, personalized investment solutions and technology-enabled advisory platforms suitable for boutique firms seeking enhanced client experience without overhauling existing workflows.

Diverse asset approach Prioritize cross-sell opportunities across ETFs, bonds, and large-cap value exposures evidenced by recent stakes in Vanguard Short-Term Bond ETF, iShares MSCI USA Quality Factor ETF, Schwab U.S. Large-Cap Value ETF, and other assets.

Tech stack relevance Offer modernization and data integration services compatible with their tech stack (AWS, Webflow, Google Analytics, CloudFlare) to improve client onboarding, digital marketing, performance reporting, and compliance automation.

Growth funding signals Use their steady revenue range and active investment activity to position risk-managed growth and alternative investment opportunities, including advisory services for customized portfolio construction and fee-based model optimization.

Similar companies to Hazlett, Burt & Watson, Inc.

Hazlett, Burt & Watson, Inc. Tech Stack

Hazlett, Burt & Watson, Inc. uses 8 technology products and services including Amazon Web Services, Google Fonts API, sIFR, and more. Explore Hazlett, Burt & Watson, Inc.'s tech stack below.

  • Cloud Hosting
  • Google Fonts API
    Font Scripts
  • sIFR
    Font Scripts
  • CloudFlareJS
    Javascript Libraries
  • Microsoft Office
    Office Suites
  • Page Builders
  • Video Players
  • Google Analytics
    Web Analytics

Media & News

Hazlett, Burt & Watson, Inc.'s Email Address Formats

Hazlett, Burt & Watson, Inc. uses at least 1 email format:
Hazlett, Burt & Watson, Inc. Email FormatsExamplePercentage
FLast@hazlettburt.comJDoe@hazlettburt.com
100%

Frequently Asked Questions

What is Hazlett, Burt & Watson, Inc.'s phone number?

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You can contact Hazlett, Burt & Watson, Inc.'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 Hazlett, Burt & Watson, Inc.'s official website and social media links?

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Hazlett, Burt & Watson, Inc.'s official website is hazlettburt.com and has social profiles on LinkedIn.

How much revenue does Hazlett, Burt & Watson, Inc. generate?

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As of September 2026, Hazlett, Burt & Watson, Inc.'s annual revenue is estimated to be $50M - $100M.

What is Hazlett, Burt & Watson, Inc.'s SIC code and NAICS code?

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Hazlett, Burt & Watson, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Hazlett, Burt & Watson, Inc. have currently?

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As of September 2026, Hazlett, Burt & Watson, Inc. has approximately 38 employees across 3 continents, including North America, Oceania and Europe. Key team members include Cfo / Coo: A. S., Senior Vice President: W. H. C. and Principal: S. B. Explore Hazlett, Burt & Watson, Inc.'s employee directory with LeadIQ.

What industry does Hazlett, Burt & Watson, Inc. belong to?

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Hazlett, Burt & Watson, Inc. operates in the Financial Services industry.

What technology does Hazlett, Burt & Watson, Inc. use?

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Hazlett, Burt & Watson, Inc.'s tech stack includes Amazon Web Services, Google Fonts API, sIFR, CloudFlareJS, Microsoft Office, Webflow, Vimeo and Google Analytics.

What is Hazlett, Burt & Watson, Inc.'s email format?

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Hazlett, Burt & Watson, Inc.'s email format typically follows the pattern of FLast@hazlettburt.com. Find more Hazlett, Burt & Watson, Inc. email formats with LeadIQ.

When was Hazlett, Burt & Watson, Inc. founded?

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Hazlett, Burt & Watson, Inc. was founded in 1883.
Hazlett, Burt & Watson, Inc. logo

Hazlett, Burt & Watson, Inc.

Financial ServicesWest Virginia, United States11-50 Employees

Hazlett Burt & Watson, Inc. is a financial services firm based in Wheeling, West Virginia. Founded in 1883, it has a long history of providing investment services across generations. As a full-service investment firm, it offers a broad range of financial services and investment options to support the execution of individual plans. Its approach centers on listening to clients to understand their unique financial situations and goals.

Its advisory model emphasizes personalized guidance for individual investors, with consultants who ask the right questions and take time to understand the full financial picture. Based in Wheeling, the firm positions itself as a locally focused, long-standing participant in the financial services industry.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1883
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Hazlett, Burt & Watson, Inc.'s revenue is estimated to be in the range of $50M - $100M

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