New York, NY 6th Avenue Office

Team
Updated today
Hightower Advisors logo

Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,040

Across 224 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

1330 6th Avenue, 31st Floor

New York NY 10019

Advisors at this office

5

Advisors at this office

user avatar

Bryan S

Series 65, Series 63

New York, NY

Hightower Advisors

Bryan Scutari is a financial advisor at Hightower Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at AllianceBernstein and academic positions at Bucknell University and Michigan State University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled vehicles and private funds.

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

Brendan P

Series 66

New York, NY

Hightower Advisors

Brendan Porter is a financial advisor at Hightower Advisors in New York, NY, with six years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities LLC, Minnesota Life Insurance Company, Securian Financial Services Inc, and several other firms. His background also includes involvement with nonprofit and athletic organizations such as the Fellowship of Christian Athletes and SoCal Lacrosse. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, 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

Steven T

Series 66

New York, NY

Hightower Advisors

Steven Tresnan is a financial advisor at Hightower Advisors with 20 years of industry experience. He holds a Series 66 designation and has been with Hightower Securities and Hightower Advisors since 2009. Outside of his advisory role, he serves as a board member for the Leonia Sports Boosters, assisting with planning and fundraising for local sports activities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes multi-manager solutions through affiliated and third-party managers, offering discretionary and non-discretionary 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

Johnathan F

Series 66

New York, NY

Hightower Advisors

Johnathan Fincher is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co. for five years. His background also includes multiple roles at Boston College and Sirius Decisions. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement consulting, and access to various pooled investment vehicles. The firm emphasizes multi-manager solutions and proprietary research to construct portfolios 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

Matthew G

Series 65

New York, NY

Hightower Advisors

Matthew Gregory is a Series 65-licensed advisor at Hightower Advisors with four years of industry experience. He has worked at Hightower since 2021 and has prior experience as a private piano and voice instructor as well as involvement with youth theatre organizations. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through affiliated and third-party managers. The firm utilizes proprietary research and offers both discretionary and non-discretionary portfolio management, serving clients including pension plans, charitable organizations, and financial institutions.

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
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