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Hightower Advisors

Chicago, Illinois

Website:

https://hightoweradvisors.com/

145323

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Chicago, Illinois

Website:

https://hightoweradvisors.com/

Leadership Interview

Company Details

Approximate AUM

$130,239,000,000

Fee model

Hybrid Flexible

Number of employees

17000

Custodians

Fidelity

Pershing

Schwab

Description

Founded in 2008, Hightower Advisors set out to become a top RIA with a forward-thinking leadership team that has a growth-minded advisor community. In 2012, Hightower became #13 on INC. 500, #5 on Wealth Manager (Forbes), #1 destination for breakaway advisors, InvestmentNews. In 2016, the first RIA to join Hightower, RDM Financial Group; launched #UnobstructedLife to promote financial wellness. In 2020, Hightower successfully passed 100B in AUM through a new recapitalization structure with existing firm Thomas H. Lee. Hightower continues to grow, achieve, and add new services such as a trust company to support its advisors.

Locations

6210 Avalon Blvd Alpharetta GA 30009

50 Central Ave Ste 930 Sarasota FL 34236

999 Vanderbilt Beach Rd Ste 200 Naples FL 34108

8301 E 21st St N Wichita KS 67206

Private Residence Austin TX

Private Residence Colorado Springs CO

Private Residence Park City UT

9777 Wilshire Blvd Ste 1018 Beverly Hills CA 90212

3 Davol Sq Ste A330 Providence RI 2903

9777 Wilshire Blvd Beverly Hills CA 90212

9777 Wilshire Blvd Ste 90212 Beverly Hills CA 90212

949 Shady Grove Rd S Ste 401 Memphis TN 38120

310 Passaic Ave Ste 203 Fairfield NJ 7004

9045 Strada Stell Ct Ste 101 Naples FL 34109

201 N Constitution Dr Aurora IL 60506

2500 Westchester Ave Ste 210 Purchase NY 10577

7200 Wisconsin Ave Ste 910 Bethesda MD 20814

9040 Town Center Pkwy Bradenton FL 34202

8401 N Central Expy Ste 300 Dallas TX 75225

8401 N Central Expy Dallas TX 75225

8401 N Central Expy Ste 250 Dallas TX 75225

835 N Post St Ste 102 Spokane WA 99201

8301 E 21st St N Ste 150 Wichita KS 67206

777 108th Ave NE Ste 1800 Bellevue WA 98004

777 108th Ave NE Ste 2550 Bellevue WA 98004

757 N Eldridge Pkwy Ste 88C Houston TX 77079

757 N Eldridge Pkwy Ste C Houston TX 77079

747 Hopkins Rd Buffalo NY 14221

73700 El Paseo Palm Desert CA 92260

700 Camp St Ste 111 New Orleans LA 70130

7 Giralda Farms Ste 125 Madison NJ 7940

601 108th Ave NE Ste 1510 Bellevue WA 98004

599 Tamiami Trl N Ste 201 Naples FL 34102

575 Turnpike St North Andover MA 1845

565 E Swedesford Rd Ste 210 Wayne PA 19087

5435 College Ave Ste 200 Oakland CA 94618

5600 Clearfork Main St Ste 450 Fort Worth TX 76109

1300 17th St N Ste 840 Arlington VA 22209

525 Rte 73N Ste 312 Marlton NJ 8053

520 Newport Center Dr Ste 300 Newport Beach CA 92660

5200 Town Center Cir Ste 105 Boca Raton FL 33486

505 5th Ave Fl 4 New York NY 10017

505 5th Ave Fl 14 New York NY 10017

500 Lake Cook Rd Ste 210 Deerfield IL 60015

500 Fashion Ave Fl 8 New York NY 10018

50 Washington St Ste 901 Norwalk CT 6854

5 NW Minnesota Ave Ste 220 Bend OR 97703

5 Fundy Rd Ste 2D Falmouth ME 4105

4658 Bluebonnet Blvd Ste B Baton Rouge LA 70809

4801 Woodway Dr Ste 300 Houston TX 77056

4601 DTC Blvd Ste 600 Denver CO 80237

455 Market St Ste 1250 San Francisco CA 94105

45 Bristol Dr Ste 101 South Easton MA 2375

445 Broadhollow Rd Ste 332 Melville NY 11747

440 Mamaroneck Ave Ste 506 Harrison NY 10528

4400 Post Oak Pkwy Ste 2600 Houston TX 77027

440 Mamaroneck Ave Ste 404 Harrison NY 10528

440 Mamaroneck Ave Fl 4 Harrison NY 10528

44 S Broadway Fl 11 White Plains NY 10601

421 N Beverly Dr Ste 280 Beverly Hills CA 90210

420 Lexington Ave Ste 2031 New York NY 10170

401 Commerce St Ste 1220 Nashville TN 37219

39533 Woodward Ave Ste 105 Bloomfield Hills MI 48304

37319 Corto Way Dade City FL 33523

3650 Mansell Rd Ste 400 Alpharetta GA 30022

3611 Valley Centre Dr Ste 125 San Diego CA 92130

35 Bedford St Ste 15 Lexington MA 2420

33 Wood Ave S Ste 600 Iselin NJ 8830

324 W Wendover Ave Ste 204 Greensboro NC 27408

321 N Clark St Ste 1020 Chicago IL 60654

320 Family Farm Rd Redwood City CA 94062

312 Walnut St Ste 1000 Cincinnati OH 45202

200 5th Ave Fl 7 Waltham MA 2451

310 Passaic Ave Fairfield NJ 7004

3033 Excelsior Blvd Ste 530 Minneapolis MN 55416

301 E Pine St Ste 600 Orlando FL 32801

300 Madison Ave Fl 29 New York NY 10017

2895 Hwy 190 Ste 226 Mandeville LA 70471

2925 Woodside Rd Fl 2 Redwood City CA 94062

10900 Wilshire Blvd Fl 5 Los Angeles CA 90024

2360 Corporate Cir Ste 160 Henderson NV 89074

252 W Marion Ave Ste 200 Punta Gorda FL 33950

25 Orinda Way Ste 250 Orinda CA 94563

2211 York Rd Ste 310 Oak Brook IL 60523

2336 20th Ave S Ste 101 Birmingham AL 35223

23 Corporate Plaza Dr Ste 130 Newport Beach CA 92660

2231 20th Ave S Ste 200 Birmingham AL 35223

2218 Old Arroyo Chamiso Santa Fe NM 87505

1350 Euclid Ave Ste 400 Cleveland OH 44115

200 Lake Dr E Ste 204 Cherry Hill NJ 8002

200 W Madison St Ste 2500 Chicago IL 60606

200 Clinton Ave W Ste 100 Huntsville AL 35801

200 5th Ave Waltham MA 2451

2 Monument Sq Ste 503 Portland ME 4101

1999 Avenue of the Stars Ste 3200 Los Angeles CA 90067

199 W Point Ave Half Moon Bay CA 94019

1919 Gallows Rd Ste 330 Vienna VA 22182

1901 Butterfield Rd Ste 1000 Downers Grove IL 60515

1900 Shawnee Mission Pkwy Ste 210 Mission KS 66205

182 W Central St Ste 301 Natick MA 1760

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Tax Preparation

Family Office Services

Corporate Trustee Services

Recent News

Deals Of The Day: The Latest In Wealth Management M&A – Hightower, Financial Planning and Information Services

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Hightower Announces Strategic Investment in NEPC

Leading investment consultant will bolster Hightower’s access to institutional-quality investment research, alternative assets, and OCIO capabilities for the private wealth segment

Hightower Expands Midwest Presence With Acquisition of $1.1 Billion Wisconsin RIA

Hightower is making its fifth acquisition of the year with the planned purchase of Financial Planning and Information Services, a $1.1 billion registered investment advisor firm based in De Pere, Wis. FPIS, founded in 1985 and located in the Green Bay area, offers financial planning and portfolio management under a fee-only compensation structure. “FPIS...

Hightower’s Bob Oros: RIA Rollups and the Future of Financial Advising

Is consolidation the answer for RIAs who want to compete in a fragmented field?

Hightower Acquires $2.3 Billion Florida Advisor Shop

Hightower this week said it has acquired Charles D. Hyman & Company, a registered investment advisor in Ponte Vedra Beach, Fla., with $2.3 billion in assets under management. The move continues Hightower’s long-running acquisition strategy. The Chicago-based company says it maintains offices in 35 states and Washington, D.C. This is the second deal Hightower has announced this year, following January’s acquisition of the $3.3 billion Capital Management Group. Hightower...

Hightower Firm Altium Tops $6B with New Advisor Duo

Altium, which has offices in New York and Connecticut, is adding Kimblery Clouse and Kristen Caseley to expand its footprint in the Northeast.

What Will Hightower 3.0 Look Like?

Leah Jones, a Hightower advisor based in Bethesda, Md., wanted to boost her profile as a divorce expert. She tapped the expertise of Meghan McCartan, Hightower’s head of marketing, who began working with Jones and her team in summer 2019 to develop a strategy. The resulting marketing plan included blog posts, social advertising, a newsletter, and the development and promotion of a podcast, and quickly led to a spike in traffic based on search terms like “Leah Bethesda divorce.” Best...

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Investment Management

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Match confidence

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video Overview

Getting started

00:53

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Family Office Services

Corporate Trustee Services

Hightower Advisors

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Hightower Advisors's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Hightower Advisors

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Hightower Advisors's Ideal Partner

Company Videos

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