HAWTHORNE CAPITAL WEALTH ADVISORS + YCHARTS 
How Hawthorne Capital Wealth Drove Efficiency and Growth with YCharts in Just 12 Months
Brian Bachelier - Hawthorne-2
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About Hawthorne Capital Wealth:

Hawthorne Capital Wealth Advisors is a St. Louis-based firm managing over $1 billion in assets. Offering investment advisory services through Mutual Advisors, Hawthorne combines the personalized service of a boutique firm with the research capabilities of a larger institution.

Built on a foundation of clarity and trust, the firm prioritizes transparency by explaining why it invests, how investments perform, and exactly what clients pay. In 2024, Wealth & Finance named Hawthorne the Best Retirement & Estate Planning Company, Midwest USA.

Summary 

At Hawthorne Capital Wealth Advisors, clarity and customization drive every client interaction. As the firm’s planning services and AUM grew, Founders Brian Bachlier, Dennis Hennessy, and Michael Weisman needed a platform that could keep pace and deliver fast, intuitive research tools and polished visuals without the drag of outdated systems.

What began as a personalized trial quickly became essential to Hawthorne’s daily workflow. Snapshot visuals, ETF lookups, and instant deliverables help the team serve clients faster and more confidently.

Hawthorne’s YCharts usage is nearly double the industry average for investment research tools, showing how deeply YCharts is embedded in their investment analysis, communication, and planning. Whether in client meetings or behind the scenes, YCharts provides the speed, polish, and support today’s advisors expect.
Hawthorne

The Challenge

As Hawthorne’s client base grew, so did the demand for fast, accurate, client-ready investment communication. Legacy tools slowed ETF and fund analysis and forced advisors to juggle multiple systems with inconsistent workflows. Hawthorne needed a single, intuitive, responsive platform.

“I start every investment decision in YCharts. It’s become our first stop for insight.”
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There are so many platforms out there, but they’re either too much or not enough. YCharts hits the sweet spot; it’s fast, easy to use, and looks professional.”

The Solution

Capabilities That Drive Better Decisions and Stronger Meetings
Brian and his team rely on stock & ETF research, model portfolios, and customized reporting to guide decisions, enhance meetings, and streamline prep. They regularly explore new capabilities to keep workflows efficient and skills sharp.
 
A Constant in Hawthorne's Process
“YCharts is something I use every single day. It’s always up on my screen,” shared Brian. From manager research to client presentations, YCharts stays open on advisors’ screens throughout the day for quick lookups, portfolio reviews, and live client discussions.
 
Client-Ready Reports and Proposals
“Using YCharts live in client meetings, the team runs performance comparisons, conducts on-the-fly research, and displays polished visuals that answer questions immediately without follow-ups.

“When someone asks me a question, I can pull it up and walk through the analysis together. It makes us look prepared, credible, and clear,” said Brian.

Streamlined Collaboration
With multiple YCharts licenses, advisors can seamlessly share portfolios, research, and customized report templates. This structure ensures consistency across deliverables, reduces duplication of effort, and keeps collaboration efficient.

Responsive Support
Fast, knowledgeable, and personal assistance from YCharts keeps the team productive and confident in their workflows. Questions are answered quickly by real people who understand their needs, no generic FAQs or long waits.

“YCharts’ support is excellent. I’ve never felt like I was just being sent to an FAQ page. It’s a real person who actually helps,” shared Brian.

Utilizing our portfolios in YCharts gives us a better understanding that allows us to invest better. I use the clean visuals and quick fund lookups constantly in meetings.”

The Results

Smarter, Faster Investing
Brian credits YCharts with helping Hawthorne make quicker, more informed investment decisions. Fund-level analysis, fast comparisons, and dynamic visuals give the team confidence when recommending and explaining strategies to clients. The advisors at Hawthorne using YCharts have leveraged YCharts to drive 70% of portfolio management discussions, keeping conversations data-rich and client-focused.

Time Saved, Reinvested in Clients
YCharts saves Brian 10+ hours each month by consolidating workflows and eliminating multiple tools. Advisors spend less time prepping and more time advising, improving both efficiency and client outcomes.

Firm-Wide ROI
With team-wide access, each advisor uses YCharts within their own workflows from model portfolio research to customized reporting. Shared learning and daily usage amplify value across the firm. Since onboarding, adoption has grown by over 140%, cementing YCharts as a core part of Hawthorne’s advisory engine. In just one year, the platform has supported new AUM growth and delivered significant time savings. Together, these results illustrate both measurable value and seamless integration into daily operations.

Brian’s Advice:
"We get the most value when each user focuses on a different area of the platform. Everyone becomes the go-to for their specialty, and we all learn from each other. As an advisor, it’s fine to say ‘I don’t know’ as long as you can quickly find the answer. I find mine in YCharts.”
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Discover What YCharts Can Do for Your Firm 

Join Mutual Group firms like Hawthorne Capital Wealth Advisors in using YCharts to make faster investment decisions, deliver polished reports in minutes, and collaborate seamlessly across the team—without adding complexity to the workflow.

Value Delivered:
1. Client-ready reports and proposals that answer questions on the spot
2. Deeper investment analysis with quick fund lookups and performance comparisons
3. Streamlined collaboration through shared portfolios, research, and templates