San Diego, CA Valley Centre 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

3611 Valley Centre Drive, Suite 125

San Diego CA 92130

Advisors at this office

8

Advisors at this office

user avatar

Gregory J

CFP®, Series 65

San Diego, CA

Hightower Advisors

Gregory Jankowski is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2019. Prior to joining Hightower, he worked at Delphi Private Advisors from 2013 to 2019. 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 along with proprietary research to offer a range of investment options and operational features.

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

Whitney D

CFP®

San Diego, CA

Hightower Advisors

Whitney Drechsler is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she worked at US Bank Private Wealth Management and Commonwealth Financial Network. 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. The firm offers portfolio management, financial planning, and retirement plan consulting, with capabilities that include alternative investments, tax-managed strategies, and international exposure.

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

Joshua H

Series 65

San Diego, CA

Hightower Advisors

Joshua Harlan is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 65 designation and eight years of industry experience. He has worked at Hightower Advisors since 2019 and previously at Delphi Private Advisors and Sunrise Capital Partners. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager approach that includes both affiliated and third-party managers. The firm’s model incorporates proprietary research and a variety of investment vehicles to address diverse client needs, including international and institutional mandates.

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

Margoth R

CFP®, Series 63, Series 65

San Diego, CA

Hightower Advisors

Margoth Romero is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Romero previously worked at Delphi Private Advisors for six years before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach includes manager selection and multi-manager solutions, utilizing both 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

Alexandria H

Series 65, Series 63

San Diego, CA

Hightower Advisors

Alexandria Harris is a financial advisor with Hightower Advisors in San Diego, holding Series 65 and Series 63 licenses and eight years of industry experience. She previously worked at Delphi Private Advisors from 2016 to 2019 before joining Hightower Advisers, LLC in 2019. Hightower Advisors offers investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing a mix of affiliated and third-party managers along with 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

Gary H

Series 65

San Diego, CA

Hightower Advisors

Gary Hirschfeld is a financial advisor at Hightower Advisors in San Diego, CA, with eight years of industry experience. He holds a Series 65 designation and has worked at Hightower Advisors since 2019, after four years at Delphi Private Advisors. 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. The firm emphasizes manager selection and multi-manager solutions and utilizes both affiliated and third-party managers with proprietary research to support portfolio construction.

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

Maddie W

Series 66

San Diego, CA

Hightower Advisors

Maddie Watson is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. Prior to joining Hightower, she worked at Davenport & Company LLC from 2023 to 2025. Her background also includes roles outside the financial industry, such as at Dodson Property Management and E&R Sales. 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, and offers 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
user avatar

Keith M

Series 66

San Diego, CA

Hightower Advisors

Keith Mckenzie is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has 21 years of industry experience, including ten years at Delphi Private Advisors prior to joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, alternative investments, and customized indexing strategies.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)