Santa Fe, NM Kiva Ct. Office

Team
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Hightower Advisors logo

Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,052

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

400 Kiva Ct.

Santa Fe NM 87505

Advisors at this office

4

Advisors at this office

user avatar

Kyle B

Series 65

Santa Fe, NM

Hightower Advisors

Kyle Burns is a financial advisor with Hightower Advisors in Santa Fe, NM, holding a Series 65 designation and 12 years of industry experience. He worked with The Rikoon Group for 10 years before joining Hightower Advisors in 2021. In addition to his advisory role, Burns assists with trust and estate administration services and occasionally acts as an independent agent introducing real estate borrowers to financing sources. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach, utilizing both affiliated and third-party managers, with a focus on discretionary and non-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

Contessa A

Series 65

Santa Fe, NM

Hightower Advisors

Contessa Archuleta is a financial advisor at Hightower Advisors with eight years of industry experience. She has worked at Hightower Advisors since 2021 and previously at The Rikoon Group from 2017 to 2024. She holds a Series 65 designation. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, combining affiliated and third-party managers with proprietary research and portfolio construction techniques.

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

Jeffrey S

Series 63, Series 66

Santa Fe, NM

Hightower Advisors

Jeffrey Sand is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds the Series 63 and Series 66 designations and worked at The Rikoon Group for 14 years before joining Hightower in 2021. In addition to his advisory role, he assists in trust and estate administration services and occasionally acts as an independent agent introducing real estate borrowers to financing sources. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, delivering solutions through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager strategies, incorporating 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

Diana B

Series 65

Santa Fe, NM

Hightower Advisors

Diana Boyd is a financial advisor at Hightower Advisors with a Series 65 designation and one year of industry experience. She has a background in education, having worked as an adjunct mathematics and statistics professor at the American Public University System since 2010. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory and planning services with a focus on manager selection and multi-manager solutions. The firm utilizes a combination of affiliated and third-party managers and employs proprietary research and portfolio construction techniques across various investment vehicles.

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