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Eight Hightower Advisors Honored on Forbes’ 2020 Ranking of America’s Top Wealth Advisors

By Hightower Advisors / August 25, 2020

CHICAGO, August 25, 2020 – Eight Hightower advisors have earned a place on Forbes’ annual list of America’s Top Wealth Advisors. The 2020 ranking features 250 top advisors from across the country, who collectively manage $893 billion in client assets.

The eight Hightower advisors on this year’s list collectively manage $23 billion in client assets1:

  • David Bahnsen of The Bahnsen Group in Newport Beach, Calif.
  • Henry (Moss) Crosby of Hightower Twickenham in Huntsville, Ala.
  • Matthew Dillig of The Dillig Bowen Group in Chicago, Ill.
  • Jeffrey Grinspoon of VWG Wealth Management in Vienna, Va.
  • Jeff Leventhal of Hightower Bethesda in Bethesda, Md.
  • Pamela Rosenau of The Rosenau Group in Aspen, Colo.
  • Richard Saperstein of Treasury Partners in New York, N.Y.
  • Jordan Waxman of Nucleus Advisors in New York, N.Y.

“As a firm, Hightower is dedicated to giving advisors the tools they need to best serve their clients, so it is incredibly gratifying to see our advisors honored by Forbes for doing just that,” said Bob Oros, Hightower CEO. “These financial professionals work tirelessly every day to give their clients the best possible experience. From everyone at Hightower, I’d like to congratulate all eight of the talented Hightower advisors on this list – well deserved!”

The ranking for the 2020 Forbes list of America’s Top Wealth Advisors was developed by SHOOK Research. Advisors who made the list were nominated by their firms then evaluated using the SHOOK algorithm, which is based on several qualitative and quantitative factors, including personal interviews, industry experience, compliance records, revenue produced and assets under management. For the full list, visit: https://www.forbes.com/top-wealth-advisors/#39100d9f1a14.

In 2020, Hightower advisors also appeared on Barron’s Top 1200, Top Private Wealth Teams, Top 100 Financial Advisors and Top 100 Women Advisors lists; The Financial Times ‘FT 300;’ and Forbes’ lists of the Best-in-State Wealth Advisors and Top Women Advisors. Additionally, the company was included on the Inc. 5000, a list of the fastest-growing companies in the United States.

Methodology can be found by visiting: https://www.forbes.com/sites/rjshook/2020/08/25/methodology-americas-top-wealth-advisors-2020/#7be18bbf67cb.

About Hightower:

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.

Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.

Media Contact:

Patty Buchanan
JConnelly
973-567-9415
pbuchanan@jconnelly.com

1: Data of Team Cust Assets as of 3/31/20.

Hightower Advisors is registered with Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Hightower Securities, LLC; advisory services are offered through Hightower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of Hightower Advisors, LLC, or any of its affiliates.

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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