Huntsville, AL Office

Team
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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

200 Clinton Ave W Suite 100

Huntsville AL 35801

Advisors at this office

18

Advisors at this office

user avatar

Michael A

Series 66

Huntsville, AL

Hightower Advisors

Michael Ahearn Sr. is a financial advisor with Hightower Advisors, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is also involved with Breakaway XIII, LLC, an administrative services company related to an RIA practice. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of portfolio construction techniques.

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

Joseph G

Series 66

Huntsville, AL

Hightower Advisors

Joseph Greco is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Osmose Utilities Services, Mauldin & Jenkins CPA's & Advisors, Progress Bank, and Auburn University. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, providing investment advisory and planning services that emphasize manager selection and multi-manager solutions through 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

Pankti T

CFA®

Huntsville, AL

Hightower Advisors

Pankti Thakar is a CFA® charterholder affiliated with Hightower Advisors, based in Huntsville, AL. Thakar has recently joined the advisory field with experience at Hightower Advisors since 2026 and prior roles at Morgan Stanley, Gallagher Re, and Morningstar. 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 proprietary research and a broad investment platform that includes alternative investments and custom indexing.

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

CFA®, Series 63, Series 65

Huntsville, AL

Hightower Advisors

Matthew Terrien is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Hightower Advisors. His prior roles include positions at Twickenham Advisors, Taiber Kosmala & Associates, CRESSET Asset Management, and Evanston Investments. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm also provides operational support such as monitoring, rebalancing, and trading services, catering to both domestic and international client needs.

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

Series 66

Huntsville, AL

Hightower Advisors

Joshua Magette is a financial advisor at Hightower Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates. Prior to his finance career, Magette spent several years involved in professional basketball with teams including the Tasmania JackJumpers, Darussafaka Basketbol, Orlando Magic, Gran Canaria BC, KK Cedevita, Atlanta Hawks, and South Bay Lakers. 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’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

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

James D

Series 63, Series 65

Huntsville, AL

Hightower Advisors

James Day III is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

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

Coleman B

Series 66

Huntsville, AL

Hightower Advisors

Coleman Belk is a financial advisor with Hightower Advisors holding a Series 66 designation and five years of industry experience. His career includes roles at Hightower Advisors and Hightower Securities since 2021, as well as prior experience at KPMG and Pawleys Investment Advisors. He also has academic experience through positions at Furman University and Vanderbilt University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and access to various investment vehicles and strategies.

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

Zachary C

Series 66

Huntsville, AL

Hightower Advisors

Zachary Cole is a financial advisor at Hightower Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at 1638 Digital, ValleyMLS.com, and the University of Alabama. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach and proprietary research to deliver portfolio management, financial planning, and retirement consulting.

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

CFP®, Series 66

Huntsville, AL

Hightower Advisors

Robert Warren is a CFP® with 14 years of experience, currently serving as a financial advisor at Hightower Advisors since 2014. He is a limited member of EASY RIDE, LLC, a pedicab company operating in Tuscaloosa, AL, and serves as a board member of the Huntsville-Madison County Library Foundation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. 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

Holli G

Series 66

Huntsville, AL

Hightower Advisors

Holli Grissom is a financial advisor with Hightower Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Hightower in 2024, she worked in veterinary care for over a decade, including roles at Banfield Pet Hospital and Green Cove Pet Hospital. Outside of her advisory work, she continues to assist with pet care and client communication in a veterinary setting. 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, offering access to affiliated and third-party managers, proprietary research, and a range of portfolio construction options including 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

Megan R

Series 66

Huntsville, AL

Hightower Advisors

Megan Robertson is a financial advisor at Hightower Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked with LPL Financial LLC and Redstone Federal Credit Union. Her background also includes consulting and roles outside of finance, including time with Catalina Foothills School District and Nextrio. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

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

Nathaniel L

Series 66

Huntsville, AL

Hightower Advisors

Nathaniel Linker is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 credential. Prior to joining Hightower, he worked at Eagle Market Makers for four years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach and proprietary research. The firm offers portfolio management, financial planning, retirement consulting, and access to various pooled and private investment vehicles.

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

Taylor T

Series 66

Huntsville, AL

Hightower Advisors

Taylor Thomas is a financial advisor at Hightower Advisors with a Series 66 designation and three years of industry experience. Prior to joining Hightower in 2022, Taylor worked at Boeing and Merrill Lynch. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with an emphasis on manager selection and multi-manager solutions that incorporate proprietary research and a variety of investment vehicles.

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

Mitchel B

Series 63, Series 65

Huntsville, AL

Hightower Advisors

Mitchel Blanco is a financial advisor with Hightower Advisors in Huntsville, Alabama, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Hightower, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of finance, he has worked as a delivery driver for Domino’s Pizza. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions using affiliated and third-party managers, proprietary research, and various investment vehicles 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

Henry C

Series 63, Series 65

Huntsville, AL

Hightower Advisors

Henry Crosby Jr. is a financial advisor with Hightower Advisors in Huntsville, AL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been associated with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of his advisory role, he is involved with Breakaway XIII, LLC, an administrative services company related to RIA practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager investment approach with access to 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
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