Chicago, IL N. Franklin Street logo

Chicago, IL N. Franklin Street Office

Team
Updated today
Hightower Advisors logo

Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,052

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

1 N. Franklin Street, Suite 1250

Chicago IL 60606

Advisors at this office

84

Advisors at this office

user avatar

Matthew M

Series 66

Chicago, IL

Hightower Advisors

Matthew Mc Kibben is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Hightower in 2025, he worked at Edward Jones and Fifth Third Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes proprietary research, alternative investments, and customized portfolio solutions.

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

Julian B

CFP®, Series 65

Chicago, IL

Hightower Advisors

Julian Bell is a CFP® with four years of industry experience and is currently an advisor at Hightower Advisors in Chicago. Prior to joining Hightower in 2025, he worked at Plante Moran Financial Advisors from 2019 to 2025. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individuals, institutional investors, and charitable organizations. The firm emphasizes multi-manager solutions and proprietary research in portfolio construction, offering a range of discretionary and non-discretionary services tailored to various client needs.

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

Shannon S

Series 65

Chicago, IL

Hightower Advisors

Shannon Stevens is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 65 designation. She has five years of experience in the industry, previously working at Trust Company of Illinois and First Midwest Bank. 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, manager selection, and uses both affiliated and third-party managers to deliver customized portfolio management and financial planning.

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

Mathew K

CFP®

Chicago, IL

Hightower Advisors

Mathew Kraines is a CFP® professional affiliated with Hightower Advisors, based in Chicago, IL, with two years of industry experience. His prior roles include positions at The Bahnsen Group, US Bank Wealth Management, RBC Wealth Management, and Xcel Energy. He also served with American Legion Post 580 for five years. 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.

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

Scott U

Series 63, Series 65

Chicago, IL

Hightower Advisors

Scott Urbanski is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Hightower Advisors and HighTower Securities since 2019 and previously spent 15 years at Sanford C. Bernstein. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, charitable organizations, and pension plans. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through programs that use proprietary research and incorporate a range of investment vehicles.

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

Didier T

Series 66

Chicago, IL

Hightower Advisors

Didier Thierry is a financial advisor with Hightower Advisors in Chicago, IL, holding a Series 66 designation and with six years of industry experience. Prior to joining HighTower Securities, LLC in 2019, he worked in the hospitality sector with Windy City Hospitality and Hospitality One Group from 2016 to 2019. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diversified investment options such as mutual funds, ETFs, and alternative investments.

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

Michael S

Series 66

Chicago, IL

Hightower Advisors

Michael Schneider is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 designation and 13 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers, with investment options that include 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

Kyra M

Series 66

Chicago, IL

Hightower Advisors

Kyra Meach is a financial advisor at Hightower Advisors with three years of industry experience. She holds the Series 66 designation and previously worked at Robert W Baird Co. Inc. and Googins Advisors Inc. Prior to her financial career, she was involved in various roles including work at the University of Wisconsin and Coldpsoons Gelato. 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, with a comprehensive suite of 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

Kristin D

CFP®

Chicago, IL

Hightower Advisors

Kristin Donnelley is a CFP® professional with two years of industry experience, currently affiliated with Hightower Advisors in Chicago, IL. She has worked with The Lerner Group for four years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates proprietary research and employs a combination of affiliated and third-party managers across various investment vehicles.

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

David S

Series 66

Chicago, IL

Hightower Advisors

David Satin is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS and JPMorgan Securities LLC. 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, and offers access to various portfolio management strategies including alternative investments and custom indexing.

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

Gregory W

CFP®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Gregory Williams is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked five years at Private Vista, LLC (formerly Financial Strategy Network, LLC). He holds Series 63 and Series 65 licenses and is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual investors, institutional clients, pension plans, and charitable organizations. The firm utilizes a multi-manager approach combining 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

Deborah F

Series 63, Series 65, Series 66

Chicago, IL

Hightower Advisors

Deborah Frazier is a financial advisor at Hightower Advisors with 37 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Hightower since 2019. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. From 2017 to 2019, she was involved with National Junior Tennis@ Learning of Trenton. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions using both affiliated and third-party managers, and it offers tailored portfolio management incorporating 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

Eileen P

CFP®, Series 63, Series 65

Chicago, IL

Hightower Advisors

Eileen Polese is a CFP® with 12 years of experience in financial advising. She is currently with Hightower Advisors, where she has worked since 2021. Her prior roles include positions at Alexandria Capital and Aspire Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, trusts, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, offering a range of portfolio management and financial planning services through a network of advisor practices.

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

Brian D

Series 66

Chicago, IL

Hightower Advisors

Brian Dillig is a financial advisor at Hightower Advisors in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with specialized strategies including alternative investments and custom indexing.

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

Stephanie L

Series 63, Series 65

Chicago, IL

Hightower Advisors

Stephanie Link is a financial advisor at Hightower Advisors in Chicago, IL, with six years at the firm and a total of seven years in the industry. She holds Series 63 and Series 65 credentials. Prior to joining Hightower, she worked at TIAA CREF/Nuveen for four years. Hightower Advisors offers investment advisory and planning services to a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s approach emphasizes multi-manager solutions, proprietary research, and a range of portfolio management options 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)