Alaris

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 - IWS

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

18 Congress St Ste 209 Portsmouth NH 3801

1726 Cole Blvd Ste 121 Golden CO 80401

17200 N Perimeter Dr Ste 203 Scottsdale AZ 85255

16530 Ventura Blvd Ste 604 Encino CA 91436

1631 N Front St Harrisburg PA 17102

157 Parkshore Dr Folsom CA 95630

151 Mullin St Watertown NY 13601

1020 19th St NW Ste 200 Washington DC 20036

1414 Raleigh Rd Ste 110 Chapel Hill NC 27517

1401 S Brentwood Blvd Ste 550 Saint Louis MO 63144

137 Summer St Buffalo NY 14222

1301 2nd Ave Ste 2650 Seattle WA 98101

1300 N Holopono St Ste 216 Kihei HI 96753

1291 Boston Post Rd Ste 201 Madison CT 6443

12680 High Bluff Dr Ste 450 San Diego CA 92130

12 Waltham St Lexington MA 2421

11300 US Hwy 1 Ste 307 North Palm Beach FL 33408

1130 W Lake Cook Rd Ste 300 Buffalo Grove IL 60089

11100 Wayzata Blvd Ste 550 Hopkins MN 55305

100 Church St SW Ste 625 Huntsville AL 35801

10900 NE 8th St Bellevue WA 98004

10900 NE 8th St Ste 1122 Bellevue WA 98004

10 Wright St Fl 1 Westport CT 6880

10850 E Traverse Hwy Ste 3350 Traverse City MI 49684

102 S Tejon St Ste 500 Colorado Springs CO 80903

100 Andover St Ste 201 North Andover MA 1845

100 Andover Bypass St North Andover MA 1845

100 Andover Bypass St Ste 201 North Andover MA 1845

1 N Franklin St Ste 1250 Chicago IL 60606

1 Monument Sq Ste 601 Portland ME 4101

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

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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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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

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Client Experience

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Hightower Advisors's Ideal Partner

Company Videos

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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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