Bellevue, WA NE 8th Street 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

10900 NE 8th Street, Suite 1122

Bellevue WA 98004

Advisors at this office

15

Advisors at this office

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Benjamin W

CFP®, Series 65

Bellevue, WA

Hightower Advisors

Benjamin Wicks is a Certified Financial Planner (CFP®) with 19 years of industry experience. He currently serves as an advisor at Hightower Advisors, joining the firm in 2022 after roles at Highland Private Wealth Management, Cornerstone Advisors Inc, and Paracle Advisors LLC. Wicks is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions through affiliated and third-party managers and offers a range of portfolio management and financial planning services.

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

CFP®, Series 66

Bellevue, WA

Hightower Advisors

Elizabeth Loutsis is a financial advisor at Hightower Advisors with CFP® and Series 66 credentials and three years of industry experience. She previously worked at Kaizen Financial Advisors, LLC for four years and Shelgren Financial Group/Lincoln Investment for five years. Hightower Advisors serves a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm offers advisory services featuring manager selection, multi-manager solutions, and access to proprietary and third-party investment strategies across various asset classes.

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

Series 65

Bellevue, WA

Hightower Advisors

Jeffrey Edgbert is a financial advisor at Hightower Advisors with 13 years of industry experience and holds a Series 65 designation. He previously worked at Highland Private Wealth Management for 13 years before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and retirement plans. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and planning services.

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

CFP®, Series 63

Bellevue, WA

Hightower Advisors

Jaeseung Chang is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors in Bellevue, WA. His prior roles include positions at Highland Private Wealth Management, Kaizen Financial Advisors, and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s advisory approach emphasizes manager selection, multi-manager solutions, and uses proprietary research to support portfolio construction across various asset classes.

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

Series 65

Bellevue, WA

Hightower Advisors

Michael Milojevich is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 65 designation and has previously worked at Highland Private Wealth Management and Cornerstone Advisors, Inc. He is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles including 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

Benjamin J

CFP®, Series 63

Bellevue, WA

Hightower Advisors

Benjamin Johnson is a CFP® certificant with 22 years of experience in the financial advisory industry. He is currently with Hightower Advisors, where he has worked since 2022, following prior roles at Highland Private Wealth Management and LNW. Johnson holds a Series 63 license and is based in Bellevue, WA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager solutions through both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside 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

Michael G

CFP®, Series 65

Bellevue, WA

Hightower Advisors

Michael Greene is a CFP® with 11 years of experience in financial advisory roles. He currently works at Hightower Advisors and previously spent six years with Highland Private Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager portfolios, utilizing both affiliated and third-party managers along with 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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Trevor S

CFP®, Series 63, Series 65

Bellevue, WA

Hightower Advisors

Trevor Seamons is a CFP® professional with 19 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to this, he spent 16 years at Trellis Advisors, LLC. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver customized 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

Samuel M

Series 65

Bellevue, WA

Hightower Advisors

Samuel Miller is a financial advisor at Hightower Advisors in Bellevue, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Hightower Advisors, he worked at The Members Club at Aldarra and Sahalee Country Club and has a background in full-time education. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes discretionary portfolio management, financial planning, and access to affiliated and third-party managers.

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

Series 65, Series 63

Bellevue, WA

Hightower Advisors

Evan Wirkkala is a financial advisor at Hightower Advisors with four years of industry experience. He holds Series 65 and Series 63 registrations and has previously worked at Clear Coast Partners, 30 North Group, Pathstone, Cornerstone Advisors, and Convergent Wealth Advisors. He is the owner of Whiteline Advisory, providing consulting services to private family operating businesses. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and various investment vehicles to deliver comprehensive 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

Carol P

Series 66

Bellevue, WA

Hightower Advisors

Carol Parrish is a financial advisor at Hightower Advisors in Bellevue, WA, with 11 years of industry experience. She holds a Series 66 designation and has worked at several firms including WCG Wealth Advisors, Park Avenue Securities, and Guardian Life Insurance. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial entities. The firm’s approach emphasizes 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

Colleen K

CFA®

Bellevue, WA

Hightower Advisors

Colleen Kroeger is a CFA® charterholder with 18 years of experience in the financial industry. She is currently with Hightower Advisors, where she has worked since 2022, following 15 years at Highland Private Wealth Management and four years at LNW. 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 access to a range of investment vehicles and utilizing proprietary research in portfolio construction.

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

Series 66

Bellevue, WA

Hightower Advisors

Kaylee Turin is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Highland Private Wealth Management, and Bank of America. Outside of her financial career, her background includes roles in retail and education sectors such as American Eagle Outfitters and the University of Washington. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach features multi-manager solutions and emphasizes manager selection, offering access to proprietary research, various investment vehicles, and tailored portfolio construction.

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

Amanda E

CFP®

Bellevue, WA

Hightower Advisors

Amanda Eilers is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Trellis Advisors, LLC from 2016 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and various investment vehicles.

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

John C

CFA®, Series 63, Series 65

Bellevue, WA

Hightower Advisors

John Christianson is a CFA® charterholder with 25 years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent 23 years at Highland Capital Management. He is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.

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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