News

Forty Hightower Advisors Recognized on Forbes 2026 America’s Top Wealth Advisors and Best-in-State Wealth Advisors List

By Hightower Advisors / April 13, 2026

CHICAGO – April 7, 2026 – Forty Hightower financial advisors have been named to Forbes 2026 America’s Top Wealth Advisors and Best-in-State Wealth Advisors list, which recognizes respected advisors across the country based on qualitative and quantitative criteria developed in partnership with SHOOK® Research.

This year’s honorees include:

  • Jordann M. Andrusiak, Synergy Capital Solutions – Bloomfield Hills, MI
  • David Bahnsen, The Bahnsen Group – Newport Beach, CA
  • PJ Banazek, Morgia Wealth Management – Watertown, NY
  • Ray Baraldi, 2/13 Strategic Partners – Wayne, PA
  • Andrea Baumann Lustig, Fischer Stralem Advisors – New York, NY
  • Cory Bittner, Falcon Wealth Advisors – Mission Woods, KS
  • Brad Bofford, Financial Principles – Fairfield, NJ
  • Brian Copeland, Hightower Signature Wealth – St. Louis, MO
  • Jeffrey Corliss, Hightower Signature Wealth – Westport, CT
  • Moss Crosby, Twickenham Advisors – Huntsville, AL
  • Kimberlee Davis, The Bahnsen Group – Newport Beach, CA
  • Melissa Duffy, White Pine Wealth Management – Falmouth, ME
  • John Egan, Egan Wealth Advisors – Madison, NJ
  • Jake Falcon, Falcon Wealth Advisors – Mission Woods, KS
  • Thomas Foley, Hightower Omaha – Omaha, NE
  • Jennifer Frazier, Hightower Signature Wealth – Dallas, TX
  • Patrick Fruzzetti, Rose Advisors – New York, NY
  • Jeff Grinspoon, VWG Wealth Management – Vienna, VA
  • Andrew Hill, Hill Wealth Management – Alpharetta, GA
  • Leah Jones, Hightower Bethesda – Bethesda, MD
  • Michelle Kempf, VWG Wealth Management – McLean, VA
  • Peter Klein, ALINE Wealth – Melville, NY
  • Megan Kowalski, The Lerner Group – Boca Raton, FL
  • Mark Kravietz, ALINE Wealth – Melville, NY
  • Peter Lang, Hightower Westchester – Harrison, NY
  • Jeff Leventhal, Hightower Bethesda – Bethesda, MD
  • Alexandra Miele, Hierax Wealth Partners – Westport, CT
  • Scott Milford, Hierax Wealth Partners – Westport, CT
  • David Molnar, Crest Capital Advisors – San Diego, CA
  • Eric Nahat, Synergy Capital Solutions – Bloomfield Hills, MI
  • Matt Parenti, Private Vista – Chicago, IL
  • Omar Qureshi, Hightower Signature Wealth – St. Louis, MO
  • Joel Rand, The Rand Group – Kihei, HI
  • Richard Saperstein, Treasury Partners – New York, NY
  • Rob Schein, Blanke Schein Wealth Management – Palm Desert, CA
  • Zach Ungerott, Hightower Signature Wealth – St. Louis, MO
  • Kevin Wager, 2/13 Strategic Partners – Wayne, PA
  • Jordan Waxman, Nucleus Advisors – New York, NY
  • Bob White, Morse, Towey, White & Hoffman – New York, NY
  • Justin Winters, Treasury Partners – New York, NY

“We congratulate our advisors on this recognition” said Larry Restieri, Hightower CEO. “These advisors represent the strength of our community—professionals who approach their work with care, discipline, and a deep sense of responsibility to the individuals and families they serve. We are proud of the impact they continue to make across markets and within our firm.”

The Forbes America’s Top Wealth Advisors and Best‑in‑State Wealth Advisors rankings, developed by SHOOK Research, are based on an independent methodology that evaluates advisors using both qualitative and quantitative criteria. These include in‑person, virtual, and telephone interviews; a review of best practices, service models, and compliance records; and quantitative data such as revenue trends and assets under management. Advisors considered for the ranking must have a minimum of seven years of industry experience. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors do not typically provide audited performance data. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings.

This rating was provided on April 7, 2026, by Forbes | SHOOK Research. It covers the period of data as of August 6, 2025. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/.

About Hightower
Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k) consulting and cash management services to corporations. Through its community of advisor businesses, Hightower offers sophisticated planning solutions and a robust platform designed to help clients achieve their financial goals.

Headquartered in Chicago with offices nationwide, Hightower serves as a growth partner to independent-minded advisors seeking to scale their practices, elevate the client experience, and access the benefits of a national brand. Learn more about Hightower’s collaborative business model at http://www.hightoweradvisors.com. Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.


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.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

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