Bend, OR 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
919 NW Bond St, Ste 203
Bend OR 97703
Advisors at this office
3
Advisors at this office
Nicholas D
CFP®
Bend, OR
Hightower Advisors
Nicholas Dally is a CFP® professional at Hightower Advisors with two years of industry experience. Prior to joining Hightower in 2022, he worked at Sheppard Wealth Management and Thermo Fisher Scientific, and served in the United States Navy from 2016 to 2019. He also spent two years with Humm Kombucha before his financial services career. Hightower Advisors offers 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, employing both affiliated and third-party managers with a range of investment options and operational support.
Drew D
Series 66
Bend, OR
Hightower Advisors
Drew Dill is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Hightower Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach incorporating affiliated and third-party managers and offers solutions including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.
Max B
Series 65
Bend, OR
Hightower Advisors
Max Bennett is a financial advisor at Hightower Advisors with two years of industry experience. He has worked at Hightower Advisors since 2023, with a brief period at Ten Capital Wealth Advisors, LLC in 2023-2024. Prior to his advisory career, he was involved with Whitworth University and the 90+ Project. 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, along with proprietary research and a variety of investment vehicles.
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