Hightower Advisors LLC

EST. AUM
$198,577,009,283

CONTACTS
31

CLIENT ACCOUNTS
220,222

Firm Details

Metro area New York City
CRD Number 145323
Website hightoweradvisors.com
Client types

Overview

Hightower is a collection of independent, like-minded advisors who share resources and collectively manage over $142B in client assets spread across approximately 140 RIAs in across the states. The Hightower partnership model modernized the RIA industry. It includes 210 advisors in 33 different states, with headquarters in Chicago and an investment research presence in New York City. Each individual team acts independently of one another, but the organization has found that if support for a strategy is gained from one team, there is some communication and sharing of ideas amongst teams. Hightower relies on Fidelity, Schwab, TD, and Pershing for custodial relations, as well as the Envestnet platform for an additional layer of due diligence. There is no home-office research in the sense of a team creating models and select lists that advisors must or can allocate to. Rather, Hightower has created what they refer to as an internal outsourced CIO. Lee Majkrzak works to provide a recommended list of appr

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Hightower Advisors LLC

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