Ambler, PA LIndenwold Ave Office
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Hightower Advisors
Enterprise
Firm-wide stats for Hightower Advisors
Clients per advisor
60 TypicalAvg AUM per client
$2,848,795 Very HighHNW client ratio
46% Very HighAbout
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.
Based on Hightower Advisors
Expertise
Based on Hightower Advisors
Location
311 LIndenwold Ave
Ambler PA 19002
Advisors at this office
3
Advisors at this office
Frank P
CFP®, Series 65
Ambler, PA
Hightower Advisors
Frank Pizzichillo V is a CFP®-credentialed financial advisor with three years of industry experience. He has worked at Hightower Advisors since 2026 and previously held roles at Valley Financial Group and Brinker Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.
James D
Series 65
Ambler, PA
Hightower Advisors
James Donnelly is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 65 designation and previously worked at Valley Financial Group and H. Beck. In addition to his advisory role, Donnelly serves as Patrol Operations Commander with the Bensalem Township Police Department. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management and financial planning services supported by proprietary research and a comprehensive investment platform.
Edward W
CFP®, Series 63, Series 66
Ambler, PA
Hightower Advisors
Edward Woehlcke is a Certified Financial Planner (CFP®) with 18 years of industry experience. He currently works at Hightower Advisors and has previously been affiliated with Valley Financial Group, H. Beck, Inc., and Brinker Capital Inc. He also serves as managing partner at Valley Financial Group and operates Woedaddy Investments, a sole proprietorship focused on investment-related activities. Hightower Advisors serves a diverse client base including individual and institutional investors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and provides access to a range of investment vehicles including mutual funds, ETFs, and alternative investments.
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