Arlington, VA Office

Team
Updated today
Hightower Advisors logo

Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,053

Across 230 offices

Clients per advisor

60 Typical

Avg AUM per client

$2,848,795 Very High

HNW client ratio

46% Very High

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.

Based on Hightower Advisors

Expertise

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

Based on Hightower Advisors

Occupation focus

Founder/Business Owner Executive

Based on Hightower Advisors

Location

1300 17th Street N Suite 840

Arlington VA 22209

Advisors at this office

7

Advisors at this office

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
user avatar

Bryan K

CFA®, Series 63

Arlington, VA

Hightower Advisors

Bryan Keane is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Alexandria Capital and Opus Advisory Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, using proprietary research and various portfolio construction techniques.

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

Raphael L

CFA®, Series 63

Arlington, VA

Hightower Advisors

Raphael Lewis is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Alexandria Capital from 2017 to 2021 and FIC Capital from 2012 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, with an emphasis on manager selection and multi-manager solutions utilizing both affiliated and third-party managers.

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

Catherine M

CFP®

Arlington, VA

Hightower Advisors

Catherine Mulcahy is a CFP® professional with seven years of experience in financial advising. She has worked at Hightower Advisors since 2021 and previously spent eight years at Alexandria Capital, LLC. Mulcahy serves as a board member leading the Membership Committee for the Financial Planning Association National Capital Area chapter. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering both proprietary and third-party investment options tailored to a wide range of portfolio needs.

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

Ingrid J

PFS™, Series 65

Arlington, VA

Hightower Advisors

Ingrid John is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds the PFS™ and Series 65 designations. Prior to joining Hightower in 2021, she worked at Alexandria Capital, LLC for eight years. Hightower Advisors provides investment advisory and planning services to a wide 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 access to a variety of investment vehicles, serving clients such as pension and profit-sharing plans, charitable organizations, corporations, and trusts.

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

Scott W

CFP®, CFA®, Series 63, Series 65

Arlington, VA

Hightower Advisors

Scott Walker is a CFP® and CFA® with 26 years of industry experience. He has been with Hightower Advisors since 2021 and previously worked at Alexandria Capital, LLC for 11 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

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

Louis L

CFA®

Arlington, VA

Hightower Advisors

Louis Liberatore is a CFA® charterholder and financial advisor at Hightower Advisors with five years of industry experience. His previous roles include positions at Alexandria Capital and FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers portfolio management, financial planning, and retirement consulting, serving clients including pension plans, charitable organizations, corporations, and financial institutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
View complete list of advisors at this office
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