This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Hilltop Securities · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-20-1999
- Office Locations
- 28
Office Locations
About Hantz Financial Services, Inc.
Hantz Financial Services (Hantz Group) is a Michigan-based advisory firm serving busy professionals, active retirees, and business owners with a family-office style, holistic model spanning financial planning, tax strategy, estate planning, lending, and insurance alongside discretionary asset management. Investment programs emphasize ETF-based portfolios. A differentiator for partners is Hantz 360, its proprietary platform that keeps a real-time view of client finances; custody includes Schwab.
Reported data analysis
What the numbers show
Between August 29, 2025 and July 28, 2026, reported AUM increased 27.9%, from $7.8B to $10.0B.
Across 5 reported observations, AUM increased 76.9% between December 13, 2022 and July 28, 2026, from $5.7B to $10.0B.
Of the latest reported AUM, 89.8% is discretionary and 10.2% is non-discretionary.
The firm reports 333 advisory representatives and 25,931 clients, or 77.9 clients per representative. That equates to $385.7K in reported AUM per client.
The profile lists 28 reported office locations and 27 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Hantz Financial Services, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Hantz Financial Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
David Joseph Arnold
Certified Financial Planner, Senior Vice President
- CRD
- #6738208
- Ownership
- Less than 5%
JOHN FREDERICK BEEBE
Intern, Senior Vice President
- CRD
- #4151293
- Ownership
- Less than 5%
Showing 2 of 16 owners & executives
Unlock allContacts
MICHAEL GEORGE ADDOR
Investment Advisor
- CRD
- #2029983
Daniel Alarie
--
- CRD
- #7040929
Showing 2 of 433 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,985,252,982 | $76,625 |
| Non-Discretionary | $1,015,295,150 | $242,372 |
| Total | $10,000,548,132 | $82,342 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Hantz Financial Services, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hantz Financial Services, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing