This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-17-2007
- Office Locations
- 1
Office Locations
About Hutchinson & Ziegler Financial Advisors, Inc.
Hutchinson & Ziegler Financial Advisors is a family-run investment advisory firm founded in 2003 by Heather Hutchinson and Eric Ziegler, providing wealth management for individuals, families, small businesses, and nonprofit organizations. The firm builds diversified, asset-allocation portfolios using vehicles such as mutual funds and ETFs, including socially responsible options, and custodies client assets at Charles Schwab.
Reported data analysis
What the numbers show
Between February 27, 2025 and May 14, 2026, reported AUM increased 16.8%, from $201.5M to $235.4M.
Across 5 reported observations, AUM increased 31.7% between June 28, 2022 and May 14, 2026, from $178.8M to $235.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 62 clients, or 31 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on May 14, 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 Hutchinson & Ziegler Financial Advisors, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Hutchinson & Ziegler Financial Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HEATHER IRENE HUTCHINSON
Chief Compliance Officer, PRINCIPAL
- CRD
- #2695325
- Ownership
- 50% but less than 75%
ERIC JOSEPH ZIEGLER
Financial Advisor, PRINCIPAL
- CRD
- #2080367
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,382,907 | $1,094,804 |
| Non-Discretionary | $0 | -- |
| Total | $235,382,907 | $1,094,804 |
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
Hutchinson & Ziegler Financial Advisors, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.