New York, NY 55w W 46th St Office

Team
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Hightower Advisors logo

Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,041

Across 225 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

Location

55w W 46th St

New York NY 10036

Advisors at this office

5

Advisors at this office

user avatar

Alexander D

Series 66, Series 63

New York, NY

Hightower Advisors

Alexander Dinklage is a financial advisor with Hightower Advisors in New York, NY, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Empower Financial Services, Fortinet, and Champlain Investment Partners. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on proprietary research and diversified investment strategies.

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

Donna G

CFP®, Series 63

New York, NY

Hightower Advisors

Donna Gallo is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Hightower Advisors, where she has worked since 2024. Prior to joining Hightower, she spent 19 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Hightower Advisors offers 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 with a focus on 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

Arthur B

Series 63, Series 65

New York, NY

Hightower Advisors

Arthur Belkin is a financial advisor at Hightower Advisors with 40 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Equitable Advisors, AxA Advisors, and CMG Financial Planning Ltd. His career spans multiple advisory roles primarily based in New York, NY. 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 proprietary research, customized portfolio construction, and both discretionary and non-discretionary management strategies.

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

Alexis S

Series 66

New York, NY

Hightower Advisors

Alexis Sheehan is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 license with four years of industry experience. Prior to joining Hightower Advisors in 2024, Alexis worked at Equitable and Equitable Advisors from 2020 to 2024. Outside of finance, Alexis has been involved with the nonprofit Yedei Chesed as a Direct Support Professional. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a variety of investment vehicles and strategies.

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

Thomas F

Series 63, Series 65

New York, NY

Hightower Advisors

Thomas Fox is a financial advisor at Hightower Advisors in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Oppenheimer and Motion PT Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach features multi-manager solutions, manager selection, and proprietary research, delivering a range of 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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