San Diego, CA High Bluff Drive Office

Team
Updated today
Hightower Advisors logo

Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,055

Across 231 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

12680 High Bluff Drive, Suite 450

San Diego CA 92130

Advisors at this office

8

Advisors at this office

user avatar

Stephanie B

Series 63, Series 65

San Diego, CA

Hightower Advisors

Stephanie Bryan is a financial advisor at Hightower Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Delphi Private Advisors and AlphaCore Capital. Bryan is based in San Diego, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates affiliated and third-party managers, offering a range of portfolio management, 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

Ryan G

Series 66

San Diego, CA

Hightower Advisors

Ryan Green is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2017 and previously at UBS Financial Services from 2014 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with 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

Carmen B

Series 66

San Diego, CA

Hightower Advisors

Carmen Benedetti is a financial advisor at Hightower Advisors in San Diego, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Hightower, Benedetti worked at Frozen Ropes and the Houston Astros. 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, discretionary portfolio management, 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

Ashley A

Series 66

San Diego, CA

Hightower Advisors

Ashley Aguayo is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Triad Advisors, Strategic Wealth Advisors, and Flor & Associates Insurance Agency. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach features manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies 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
user avatar

Ryan W

Series 66

San Diego, CA

Hightower Advisors

Ryan Weisenberg is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Crest Capital Advisors and Goldman Sachs & Co. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers diverse portfolio construction 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
user avatar

Chelsea W

Series 66

San Diego, CA

Hightower Advisors

Chelsea Wetzel is a financial advisor with Hightower Advisors in San Diego, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill, Raymond James & Associates, BNY Mellon Wealth Management, and Capital Group. 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 services including discretionary portfolio management, financial planning, and retirement consulting.

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

Drew N

Series 63, Series 65

San Diego, CA

Hightower Advisors

Drew Nordlicht is a financial advisor at Hightower Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Hightower Advisors and Hightower Securities since 2012. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines affiliated and third-party managers, proprietary research, and various 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

Michael W

Series 63, Series 65

San Diego, CA

Hightower Advisors

Michael Winaker is a financial advisor with Hightower Advisors in San Diego, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at UBS Financial Services and Centaurus Financial Inc. He studied at Pepperdine University from 2018 to 2022. 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 both affiliated and third-party managers, with services spanning 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
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