Beverly Hills, CA Wilshire Blvd 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
9777 Wilshire Blvd Suite 1018
Beverly Hills CA 90212
Advisors at this office
4
Advisors at this office
Stephanie S
CFA®, Series 63
Beverly Hills, CA
Hightower Advisors
Stephanie Schaaf is a CFA® charterholder with 10 years of industry experience. She has worked at Hightower Advisors since 2019 and previously held roles at LourdMurray and City National Rochdale Investment Management. Based in Beverly Hills, CA, she holds the Series 63 designation. Hightower Advisors serves a diverse client base including individuals, institutions, and financial organizations through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes multi-manager solutions and proprietary research, offering access to a broad range of investment vehicles and strategies.
B. L
Series 63, Series 65
Beverly Hills, CA
Hightower Advisors
B. Lourd is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including A. G. Edwards & Sons, Oppenheimer, and CIBC World Markets. Since 2006, he has also been associated with Lourd Capital Management. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a multi-manager investment approach and utilizes both affiliated and third-party managers supported by proprietary research.
Helen C
Series 66
Beverly Hills, CA
Hightower Advisors
Helen Chu Suwarnasarn is a Series 66-credentialed financial advisor with 16 years of industry experience. She has worked at Hightower Advisors since 2019, following prior roles at LourdMurray and SEIA. Based in Beverly Hills, CA, she is currently part of an enterprise firm with over 1,000 advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and insurance companies. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research.
Charlotte B
CFP®
Beverly Hills, CA
Hightower Advisors
Charlotte Berry is a CFP® professional with nine years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. Prior to joining Hightower, she worked at LourdMurray from 2013 to 2019. She is based in Beverly Hills, CA. 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. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and diverse investment strategies.
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