News

Eight Hightower Advisors Honored on Forbes’ 2021 Ranking of America’s Top Wealth Advisors

By Hightower Advisors / August 24, 2021

CHICAGO, Aug. 24, 2021 – Eight Hightower advisors have been featured on Forbes’ annual ranking of America’s Top Wealth Advisors. The 2021 list includes 250 advisors who collectively manage hundreds of billions of dollars in client assets.

The eight Hightower advisors on this year’s list are:

  • David Bahnsen of The Bahnsen Group in Newport Beach, Calif.
  • Henry (Moss) Crosby of Twickenham Advisors 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 Rose Advisors in Aspen, Colo.
  • Richard Saperstein of Treasury Partners in New York, N.Y.
  • Jordan Waxman of Nucleus Advisors in New York, N.Y.

“We are thrilled to see these eight Hightower advisors honored for the second year in a row on Forbes’ annual ranking of America’s Top Wealth Advisors,” said Bob Oros, Hightower Chairman and CEO.

“This accolade highlights their dedication to client service and unwavering commitment to helping their clients achieve ‘well-th. rebalanced.’ Congratulations to all!”

The ranking for the 2021 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/#620e576b1a14.

In 2021, Hightower advisors have also been featured on Forbes’ list of Best-in-State Wealth Advisors, Forbes’ Top Women Wealth Advisors, and Barron’s lists of the Top 100 Financial Advisors, Top 100 Women Financial Advisors, Top 1200 Advisors by State and InvestmentNews’ 40 Under 40 List.

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 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

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.