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Hightower Advisors

Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

1,052

across 229 offices

About

Hightower provides investment advisory and planning services to a broad mix of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, registered and private pooled investment vehicles, insurance companies and other financial institutions. These services are delivered through its network of Advisor Practices and include discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting and access to pooled vehicles and private funds as described in the Form ADV.

The firm’s advisory model emphasizes manager selection and multi-manager solutions: Advisors may use Affiliated Managers (including Hightower’s Investment Solutions and the Hightower One program) and Third Party Managers, and Hightower discloses the use of proprietary research (including NEPC) and portfolio construction that can include mutual funds, ETFs, alternative investments and custom/direct indexing. The ADV also details operational features of the programs (monitoring, rebalancing and home-office trading for Hightower One) and discusses investment considerations for international and non‑U.S. exposure, tax-managed strategies and use of margin when appropriate.

Compared with many peers, the brochure highlights several less-common attributes: Hightower’s affiliated broker‑dealer, Hightower Securities, receives placement, distribution and other transaction-related compensation for certain products (including alternative investments and insurance), and the firm discloses commission-related activities and revenue-sharing arrangements. The ADV further shows experience with large pooled and institutional mandates (including sub-advisory and co-advisory roles for private funds) and describes managing cross-border exposures and related country/currency risks, which aligns with the firm’s disclosure of a notable non‑U.S. client presence and relationships with large institutional investors.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Treasury management for corporate clients

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning services.

Project-based

Hourly charges are offered for some financial planning services.

Other

Fee-only: Fees for financial planning services may be charged as fixed or hourly fees, depending on Advisor Practice.

Main office

See office

1 N. Franklin Street, Suite 1250

Chicago IL 60606

Advisors at this office

85

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Also doing business as

2/13 Strategic Partners · 6 Meridian · Acacia Wealth Advisors · Alexandria Capital · Aline Wealth Management · Altium Wealth Management · Amidei Romano Group · Anderson Financial Group @ Hightower · Argent Wealth Management · Bel Air Investment Advisors · Bickling Financial Services · Blanke Schein Wealth Management · Bluerock Wealth Management · Boston Hill Advisors · Capital Management Group | Of New York · Charles D. Hyman & Company · Clarity Point Financial Partners · Clear Perspective Advisors · Cognetic Capital Advisors · Crest Capital Advisors · D3 Wealth Partners · Dechtman Wealth Management · Deggelman/Parker Group · Dsg Advisors · Egan Wealth Advisors · Envision Financial Group · Fairport Wealth · Falcon Wealth Advisors · Farr, Miller And Washington · Feinberg Stein Financial Services · Fiduciary Plan Advisors · Financial Planning And Information Services · Financial Principles · Fischer Stralem Advisors · Fortress Wealth Planning · Green Square Wealth Manangement · Hierax Wealth Partners · Highland Private Wealth Management · Hightower · Hightower Advisors, LLC · Hightower Austin · Hightower Bellevue · Hightower Bethesda · Hightower Buffalo · Hightower Fort Myers · Hightower Gayle Johnson · Hightower Great Lakes · Hightower Lakewater · Hightower Las Vegas · Hightower Naples · Hightower Omaha · Hightower Scottsdale · Hightower Signature Wealth · Hightower Sports And Entertainment · Hightower Texas · Hightower Wealth Advisors|St. Louis · Hightower Westchester · Hightower/Lyman Group · Hightower/The Bapis Group · Hightower/Thomas Mcguirk · Hill Wealth Management · Hsw Advisors · Ht|Tc Wealth Partners · Hummer Mower Associates · Hwm Advisors · Investment Security Group · Irongate Partners · Kelly Wealth Management · Klein Wealth Management · Landsberg Bennett Private Wealth Management · Lck Wealth Management · Legacy Wealth Advisors · Leonetti And Associates · Lexington Wealth Management · Lexington Wealth Management, Inc. · Lindbrook Capital · Lk Wealth & Asset Management · Louis Wealth Management · Lourdmurray · Lrg Wealth Advisors · Luma Wealth Advisors · Lyon Wealth Management At Hightower · Lyon Wealth Management, Inc. · Masterson, Emma, & Associates · Matthias Kuhlmey At Hightower · Meyer Capital Group · Mk Wealth Management · Molnar/Nordlicht Group · Morgia Wealth Management · Morse Towey & White · Morse, Towey, White & Hoffman · Murray Wealth Management · Natoma Wealth · Nucleus Advisors · Onearc Capital Advisors · Osborn, Williams, & Donohoe · Pagnato Karp Group · Pds Wealth Management · Presidio Wealth Partners · Private Vista · Rdm Financial Group · Resolute Independent Advisors · Resource Consulting Group · Rj Wealth Management · Rose Advisors · Rosenau/Paul Group · Scannell Wealth Management Group · Schultz Collins · Shaffer Wealth Management · Siller & Cohen · Simmons Investment Advisors · Simmons Wilkes Investment Advisors · Smith Anglin Financial · Somerset Advisory · Stearns Financial Group · Strata Wealth Management · Strata Wealth Partners · Synergy Capital Solutions · Teak Tree Capital Management · Ten Capital Wealth Advisors · The Andriole Group · The Bahnsen Group · The Blanke Schein Group · The Deggelman/Parker Group · The Dillig Group · The G3 Advisory Group · The Hausberg Group · The Kelly & Wohlner Group · The Lerner Group · The Leventhal Group · The Levin Group · The Mcguirk & De Nevi Group · The Morgia Group · The Nulman Group · The Otto Group · The Rand Group · The Rikoon Group · The Thrush Group · Three Bridge Wealth Advisors · Treasury Partners · Tresnan Ferst Wealth Advisors · True Wealth Advisory Group · Twickenham Advisors · United Fiduciary Advisors, LLC · United Fiduciary Partners, LLC · Vigilant Wealth Management · Vwg Wealth Management · Wb Wealth Management · Wealthtrust Advisors · White Pine Wealth Management · White Wealth Management · Wisehaupt, Bray Asset Management · Wolf Collins Wealth Management · Xception Advisory Group

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Grady W

CFP®, CIMA®

Cranberry Township, PA

The Bahnsen Group

Grady Wirth is a Private Wealth Advisor with The Bahnsen Group, serving high-net-worth individuals, executives, pre-retirees, and retirees who want a clearer, more disciplined plan for turning wealth into lasting income. Grady works best with households who have accumulated meaningful assets and are now asking bigger questions: Can my portfolio support my lifestyle? How do I create income that can rise over time? How do I manage taxes in retirement? How do I coordinate investment decisions, estate planning, insurance, cash flow, and legacy goals into one understandable strategy? His approach is especially valuable for clients between ages 55 and 70 who are preparing for retirement or already living from their portfolio. Rather than relying on generic allocation models or annuity-first solutions, Grady helps clients build tax-aware, income-focused portfolios rooted in The Bahnsen Group’s core dividend growth investment philosophy. Clients often come to Grady because they want someone who can make complex financial decisions feel simple. His style is straightforward, educational, and calm. He takes time to explain not just what the plan is, but why it works, how each piece fits together, and what clients should expect along the way. As a CFP® and CIMA® professional with 12 years of industry experience, Grady focuses on retirement income planning, tax planning, investment management, estate and legacy planning coordination, Social Security strategy, Roth conversion planning, risk management, insurance planning, cash-flow planning, and multi-generational wealth planning. Grady leads The Bahnsen Group’s Pittsburgh presence and is supported by a three-person team. The Bahnsen Group is a nationally recognized private wealth management firm known for its dividend growth investment philosophy and comprehensive approach to wealth management. Grady is a strong fit for clients who want a long-term advisory relationship, value thoughtful guidance, and are looking for a clear plan they can understand and follow. He is generally not the right fit for do-it-yourself investors who prefer to manage every decision independently. To explore whether there may be a mutual fit, schedule a 15-minute introductory call with Grady.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Approaching retirement Retired
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Eric R

CFP®, Series 63, Series 65

San Antonio, TX

Hightower Advisors

Eric Reid is a CFP® with 25 years of experience in financial advising. He is currently with Hightower Advisors, where he has worked since 2020, and previously held roles at Frontier Investment Management, Bank of America, and Merrill. In addition to his advisory work, Reid teaches management, finance, and Certified Financial Planning coursework part-time at the University of the Incarnate Word in San Antonio. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Kendra G

Series 63, Series 66

Charlotte, NC

Hightower Advisors

Kendra Gray is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Hornor, Townsend and Kent, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm utilizes a multi-manager approach with discretionary and non-discretionary portfolio management, incorporating both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Jeffrey D

Series 63

Newport Beach, CA

Hightower Advisors

Jeffrey Davis is a financial advisor at Hightower Advisors with 42 years of industry experience. He holds the Series 63 designation and has worked at firms including Raymond James & Associates, UBS Financial Services, Wedbush Securities, Wells Fargo Clearing, and A. G. Edwards & Sons. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that incorporates affiliated and third-party managers along with proprietary research. The firm offers portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Cheryl C

Series 63, Series 66

Las Vegas, NV

Hightower Advisors

Cheryl Callahan is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Hightower Advisors and Hightower Securities, LLC since 2014. Based in Las Vegas, NV, her career includes over a decade at her current firm. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio management and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Sean B

Series 63, Series 66

Colorado Springs, CO

Hightower Advisors

Sean Byers is a financial advisor with Hightower Advisors in Colorado Springs, CO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at Hightower Advisors since 2018 and previously held positions at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in numismatics, buying and selling gold and silver coins through eBay and coin shows. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager portfolio solutions, including access to proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Matthew M

Series 66

Chicago, IL

Hightower Advisors

Matthew Mc Kibben is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Hightower in 2025, he worked at Edward Jones and Fifth Third Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes proprietary research, alternative investments, and customized portfolio solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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James G

CFP®, Series 63, Series 65

Purchase, NY

Hightower Advisors

James Giangrande is a CFP® professional with 24 years of industry experience, currently advising at Hightower Advisors since 2023. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He conducts quarterly goal planning workshops and receives referral fees related to human resource software introductions to 401(k) clients. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party investment managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Stephanie B

Series 63, Series 65

San Diego, CA

Hightower Advisors

Stephanie Bryan is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Delphi Private Advisors and AlphaCore Capital. Bryan is based in San Diego, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates affiliated and third-party managers, offering a range of portfolio management, financial planning, and retirement consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Peter L

Series 63, Series 65

Rye, NY

Hightower Advisors

Peter Lang is a financial advisor with Hightower Advisors in Rye, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles to address diverse client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Nico M

Series 66

Watertown, NY

Hightower Advisors

Nico Morgia is a financial advisor with Hightower Advisors, holding a Series 66 credential and nine years of industry experience. He has worked with HighTower Securities, LLC since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach using both affiliated and third-party managers, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Sarah M

Series 63, Series 65

Madison, NJ

Hightower Advisors

Sarah Melzer is a financial advisor at Hightower Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bay Point Wealth and Raymond James & Associates prior to joining Hightower. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and various types of organizations. The firm’s approach involves multi-manager solutions and emphasizes manager selection, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Robert H

CFA®, Series 63, Series 65

Naples, FL

Hightower Advisors

Robert Hannon is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior work includes roles at Citizens Securities, Citizens Bank, Clarfeld Financial Advisors, OneVision, Nomura Securities International, and Income Research & Management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Teresa T

CFP®, Series 65

Greensboro, NC

Hightower Advisors

Teresa Talton is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Hightower Advisors since 2020, following prior roles at Stearns Financial Group and Allgen Financial Services, Inc. Teresa is based in Greensboro, NC. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party investment managers across various strategies and asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

David B

CFA®, Series 63, Series 65

Arlington, VA

Hightower Advisors

David Beatson is a CFA® charterholder with 24 years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 11 years at Alexandria Capital. Based in Arlington, VA, he holds the Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager strategies, offering both affiliated and third-party managers, with a portfolio approach that includes mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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