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Hilary Hendershott
Founder of Hendershott Wealth Management, an RIA in San Jose overseeing roughly $260M AUM; speaks about scaling from a solo practice to a multi-advisor firm and building a values-driven company blueprint.
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Sep 23, 2025
• 1h 30min
Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served with Hilary Hendershott
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Hilary Hendershott, founder of Hendershott Wealth Management, oversees $260M AUM in San Jose. She shares her journey of transforming a solo advisory practice into a multi-advisor firm through a living 'Blueprint' that emphasizes values and purpose. Hilary discusses the importance of cultural fit in hiring and lessons from past mistakes. The Blueprint shapes client communications and business decisions, evolving with team input. She also addresses onboarding practices and fostering a client-centered mindset, ensuring a consistent experience across her growing team.
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