News

Hightower Congratulates 16 Advisors Named Among AdvisorHub’s 2024 ‘Advisors to Watch’

By Hightower Advisors / August 21, 2024

CHICAGO—August 21, 2024—Hightower announced today that 16 of its advisors have been recognized across AdvisorHub‘s third annual “Advisors to Watch” lists. The 2024 rankings honor advisors who exemplify professionalism, have an established growth record and provide high-quality service to their clients and communities.

More than 330 firms submitted nominations and 1,000 advisors were recognized. Hightower advisors were named on AdvisorHub’s lists of advisors with more than $1 billion in assets under management and those with under $1 billion in assets under management, as well as its “200 RIAs to Watch,” “100 NextGen Advisors to Watch,” and “100 Women Advisors to Watch” compilations. See the full list of honored Hightower advisors below:

  • William “Rick” Blanke, Jr. of Blanke Schein Wealth Management in Palm Desert, CA
  • Braddley Bofford of Financial Principles in Fairfield, NJ
  • Moss Crosby of Twickenham Advisors in Huntsville, AL
  • Jake Falcon of Falcon Wealth Advisors in Mission Woods, KS
  • Megan Kowalski of The Lerner Group in Deerfield, IL
  • Michael Landsberg of Landsberg Bennett Private Wealth in Punta Gorda, FL
  • Peter Lang of Hightower Westchester in Harrison, NY
  • Mary Beth McLean of Private Vista in Chicago, IL
  • Stephanie Nanney Private Vista in Chicago, IL
  • Delaney Orozco Private Vista in Chicago, IL
  • Matt Parenti of Private Vista in Chicago, IL
  • Lauren Pearson of Somerset Advisory in Birmingham, AL
  • Paul Rand of The Rand Group | Hightower in Newport Beach, CA
  • Nicole Romito Private Vista in Chicago, IL
  • Robert Schein of Blanke Schein Wealth Management in Palm Desert, CA
  • Jim Weil of Private Vista in Chicago, IL

“We are immensely proud of the advisors who have been recognized by AdvisorHub for their achievements in business growth and client service,” said Hightower Chairman and CEO Bob Oros. “Hightower advisors uphold an unwavering commitment to supporting clients holistically in all aspects of their financial health and wellbeing—what we refer to as ‘well-th.’ Their recognition across five different lists reflects how this commitment is put into practice throughout our vast community, regardless of firm size or growth stage. These talented advisors are dedicated professionals and we look forward to seeing what they accomplish next.”

Advisors recognized by AdvisorHub are required to have a minimum of seven years’ experience, $150 million minimum in assets under management, and a clean regulatory record. The rankings are determined using data on assets, households and production, and advisors are evaluated in three categories: scale, growth and professionalism.

For the full list of AdvisorHub’s “2024 Advisors to Watch” winners and more information on the publication’s methodology, please visit: https://www.advisorhub.com/advisors-to-watch-ria-2024/

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.

Media Contact:
Daniel Delson
Magnitude, Inc.
daniel@magnitude-growth.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.