News

Forty-Five Hightower Advisors Named to Forbes’ America’s Best-in-State Wealth Advisors List

By Hightower Advisors / April 4, 2023

CHICAGO – April 4, 2023 – Hightower announced today that 45 of its advisors have been named to the Forbes 2023 Best-In-State Wealth Advisors List, which recognizes the top advisors from across the Unites States. The Hightower advisors included on the 2023 list are:

Blair Anderson of Hightower Great Lakes in Traverse City, Mich.
Barbara Archer of Hightower Wealth Advisors | St. Louis in St. Louis, Mo.
David Bahnsen of The Bahnsen Group in Newport Beach, Calif.
Phillip Banazek of Morgia Wealth Management in Watertown, N.Y.
Ray Baraldi of 2/13 Strategic Partners in Wayne, Pa.
Ruth Berger of RJ Wealth Management in New York, N.Y.
Cory Bittner of Falcon Wealth Advisors in Mission Woods, Kan.
Mark Burns of Synergy Capital Solutions in Bloomfield Hills, Mich.
Michael Cantore of OneArc Capital Advisors in New York, N.Y.
Brian Copeland of Hightower Wealth Advisors | St. Louis in St. Louis, Mo.
Jeffrey Corliss of RDM Financial Group in Westport, Conn.
Moss Crosby of Twickenham Advisors in Huntsville, Ala.
Matthew Dillig of The Dillig Bowen Group in Chicago, Ill.
Melissa Duffy of White Pine Wealth Management in Falmouth, Maine
John M. Egan of Egan Wealth Advisors in Madison, N.J.
Jason Ezzell of Natoma Wealth in Folsom, Calif.
Jake Falcon of Falcon Wealth Advisors in Mission Woods, Kan.
Thomas Foley of Hightower Omaha in Omaha, Neb.
Patrick Fruzzetti of Rose Advisors in New York, N.Y.
JR Gondeck of The Lerner Group in Deerfield, Ill.
Jeffrey Grinspoon of VWG Wealth Management in Vienna, Va.
Andrew Hill of Hill Wealth Management in Alpharetta, Ga.
Peter Klein of ALINE Wealth in Melville, N.Y.
Lars Knudsen of Hightower Bellevue in Bellevue, Wash.
Megan Kowalski of The Lerner Group in Boca Raton, Fla.
Mark Kravietz of ALINE Wealth in Melville, N.Y.
Michelle Kuzma Kempf of VWG Wealth Management in Vienna, VA.
Peter Lang of Hightower Westchester in Harrison, N.Y.
Jeff Leventhal of Hightower Bethesda in Bethesda, Md.
Mark Masterson of Hightower Naples in Naples, Fla.
Thomas McGuirk of The McGuirk & De Nevi Group in Menlo Park, Calif.
David Molnar of Crest Capital Advisors in San Diego, Calif.
Matthew Otto of The Otto Group in Sarasota, Fla.
Lauren Pearson of Somerset Advisory in Birmingham, Ala.
Joel Rand of The Rand Group in Kihei, Hawaii
Joseph Rosol of Bel Air Investment Advisors in Los Angeles, Calif.
Richard Saperstein of Treasury Partners in New York, N.Y.
Greg Sarian of 2/13 Strategic Partners in Wayne, Pa.
Robert Schein of Blanke Schein Wealth Management in Palm Desert, Calif.
Michael Schneider of The Lerner Group in Deerfield, Ill.
Roger Shaffer of Shaffer Wealth Management in Alpharetta, Ga.
David Sokolovsky of The Lerner Group in Deerfield, Ill.
Robert White of Morse, Towey and White Group in New York, N.Y.
Gibson Wilkes of White Pine Wealth Management in Falmouth, Maine
Justin Winters of Treasury Partners in New York, N.Y.

“We are incredibly proud to see so many Hightower advisors named to Forbes’ Best-In-State list,” said Hightower Chairman and CEO Bob Oros. “This is a testament to our advisors in the work they do supporting clients and helping them live out their well-th stories. Congratulations to all on this well-deserved honor.”

The Forbes rankings were developed by SHOOK Research, which used an algorithm of qualitative and quantitative data to rate thousands of advisors with a minimum of seven years of experience in the wealth management industry. The rankings were compiled though analysis of several key factors, including revenue trends, assets under management, compliance records, and industry experience of more than 34,000 nominees. View the complete list here.

In 2023, 11 Hightower advisors were also named to Forbes’ Top Women Wealth Advisors Best-In-State 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 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:

Siobhan Nolan
JConnelly
(862) 217-9585
snolan@jconnelly.com

Hightower Advisors is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

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