Marlton, NJ Greentree Centre 525 Route 73 North 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

5 Greentree Centre 525 Route 73 North Suite 306

Marlton NJ 08053

Advisors at this office

11

Advisors at this office

user avatar

Derrick S

Series 66

Marlton, NJ

Hightower Advisors

Derrick Schemmel is a financial advisor at Hightower Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Clarity Point Financial Partners, Radian Group, and Morgan Stanley. 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, with a focus on discretionary and non-discretionary portfolio management and financial planning.

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

Danielle M

CFP®

Marlton, NJ

Hightower Advisors

Danielle Margulis is a CFP® professional with 17 years of industry experience. She is currently with Hightower Advisors, where she has worked since 2023, following prior roles at Meyer Capital Group and Pennsylvania Capital Management. 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’s 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

Christian D

CFP®

Marlton, NJ

Hightower Advisors

Christian De Lorenzo is a CFP® affiliated with Hightower Advisors, based in Marlton, NJ, with one year of industry experience. Prior to joining Hightower, he worked at Meyer Capital Group and has been a licensed real estate agent with RE/MAX of Princeton. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions that include both 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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Joel D

CFP®, Series 63, Series 65

Marlton, NJ

Hightower Advisors

Joel Davis is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include work at CWM, LLC, Main Street Financial Life Advisors, LLC, and Wells Fargo. Outside of advisory duties, he is involved in tax advising and planning through Roman & Kulpa, LLC and also acts as an insurance agent selling life insurance and annuities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering manager selection, multi-manager solutions, and access to proprietary research and a variety of investment products including mutual funds, ETFs, and alternative investments.

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

CFP®, Series 63

Marlton, NJ

Hightower Advisors

Michael Howley is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, he spent 21 years at Meyer Capital Group. 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 solutions, 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
user avatar

Kenneth B

CFP®, Series 63, Series 66

Marlton, NJ

Hightower Advisors

Kenneth Bradshaw is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group and BlackRock. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers alongside proprietary research and portfolio construction techniques.

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

CFP®, CFA®

Marlton, NJ

Hightower Advisors

Justin Stein is a CFP® and CFA® at Hightower Advisors with two years of experience at the firm and eight years previously at PNC Bank. He is based in Marlton, NJ. 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 its network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside 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

Thomas M

Series 65

Marlton, NJ

Hightower Advisors

Thomas Meyer is a financial advisor at Hightower Advisors with a Series 65 credential and nine years of industry experience. He previously founded and led Meyer Capital Group from 2015 to 2023 before joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles 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

Marianne R

Series 65

Marlton, NJ

Hightower Advisors

Marianne Rullo is a Series 65-licensed financial advisor with 21 years of industry experience. She has worked at Hightower Advisors since 2023 and previously spent 19 years at Meyer Capital Group. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary and non-discretionary portfolio management, supported by 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

Marc M

Series 65

Marlton, NJ

Hightower Advisors

Marc Meyer is a financial advisor with Hightower Advisors, holding a Series 65 credential and five years of industry experience. He previously founded Meyer Capital Group and worked at Arizona State University. 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’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of portfolio construction techniques.

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

Christopher P

CFP®, CFA®, Series 65

Marlton, NJ

Hightower Advisors

Christopher Paleologus is a CFP®, CFA®, and Series 65 licensed advisor with 12 years of industry experience. He is currently with Hightower Advisors and has previously worked at Meyer Capital Group, Blue Bell Private Wealth Management, Wealth Enhancement Group, and AEPG Wealth Strategies. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research 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
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