Hightower Increases its Share of Advisors Honored on Forbes’ 2021 List of Best-In-State Wealth Advisors

By Hightower Advisors / February 11, 2021

CHICAGO – FEB. 11, 2021 – Forty Hightower advisors have been named to the Forbes 2021 list of the Best-In-State Wealth Advisors, up from 32 in 2020. The annual list spotlights the top advisors in all 50 states, and this year’s includes more than 5,000 wealth managers from around the country, including the following 40 Hightower advisors:

  • Pamela Abraham of Hightower Fort Myers in Ft. Myers, Fla.
  • Blair Anderson of Hightower Great Lakes in Traverse City, Mich.
  • Barbara Archer of Hightower St. Louis Wealth Advisors in St. Louis, Mo.
  • David Bahnsen of The Bahnsen Group in Newport Beach, Calif.
  • PJ Banazek of Morgia Wealth Management in Watertown, N.Y.
  • Ray Baraldi of Sarian Strategic Partners in Wayne, Pa.
  • Ruth Berger of RJ Wealth Management in New York, N.Y.
  • Mark Burns of Synergy Capital Solutions in Bloomfield Hills, Mich.
  • Michael Cantore of TC Wealth Management in New York, N.Y.
  • Jeffrey Corliss of RDM Financial in Westport, Conn.
  • Henry Moss Crosby of Twickenham Advisors in Huntsville, Ala.
  • Matthew Dillig of The Dillig Bowen Group in Chicago, Ill.
  • John Egan of The Egan Group in Madison, N.J.
  • Jay Ezzell of The Ezzell-Conklin Group in Folsom, Calif.
  • Jake Falcon of Falcon Wealth Advisors in Mission Woods, Kan.
  • Tom Foley of Hightower Omaha in Omaha, Neb.
  • Jeff Grinspoon of VWG Wealth Management in Vienna Va.
  • JR Gondeck of The Lerner Group in Deerfield, Ill.
  • Andrew Hill of Hill Wealth Management in Alpharetta, Ga.
  • Laurie Kamhi of LCK Wealth Management in New York, N.Y.
  • Peter Klein of ALINE Wealth in Melville, N.Y.
  • Lars Knudsen of Hightower Belleeevue in Belleeevue, Wash.
  • Mark Kravietz of ALINE Wealth in Melville, N.Y.
  • Peter Lang of Hightower Westchester in Harrison, N.Y.
  • Jeff Leventhal of Hightower Bethesda in Bethesda, Md.
  • Alev Lewis of Acacia Wealth Advisors in Beverly Hills, Calif.
  • Mark Masterson of Hightower Naples in Naples, Fla.
  • David Molnar of Crest Capital Advisors in San Diego, Calif.
  • Matt Otto of The Otto Group in Sarasota, Fla.
  • Joel Rand of The Rand Group in Kihei, Hawaii
  • Pamela Rosenau of The Rosenau Group in Aspen, Colo.
  • Joseph Rosol of Acacia Wealth Advisors in Beverly Hills, Calif.
  • Richard Saperstein of Treasury Partners in New York, N.Y.
  • Greg Sarian of Sarian Strategic Partners in Wayne, Pa.
  • Roger Shaffer of Shaffer Wealth Management in Alpharetta, Ga.
  • Jordan Waxman of Nucleus Advisors in New York, N.Y.
  • Bob White of Morse, Towey & White Group in New York, N.Y.
  • Gibson Wilkes of White Pine Wealth Management in Portland, Maine
  • Justin Winters of Treasury Partners in New York, N.Y.

“After a difficult year for our country, it is amazing to see so many Hightower advisors honored for their ability to adjust and continue to serve the changing needs of their clients,” said Bob Oros, CEO of Hightower. “Congratulations to everyone featured by Forbes this year, Hightower’s strength as a firm comes from our incredible community of advisors.”

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 the experience levels, credentials, revenue produced, assets under management, compliance records and industry experience of more than 32,000 nominees.

In 2020, Hightower advisors appeared on Barron’s lists of Top 100 Independent Wealth Advisors, Top 1200, Top Private Wealth Teams, Top 100 Financial Advisors and Top 100 Women Advisors lists; Crain’s New York’s inaugural list of Notable Women in Financial Advice; The Financial Times ‘FT 300’ and ‘FT 401,’ and Forbes’ lists of America’s Top Wealth Advisors, Next-Gen Wealth Advisors, Best-in-State Wealth Advisors and Top Women Advisors. Additionally, Hightower was included on the Inc. 5000, a list of the fastest-growing companies in the U.S., was #3 on Barron’s list of the Top RIA Firms, and Chief Marketing Officer Abby Salameh was named’s ‘Thought Leader of the Year.’

View the full list here:

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

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

Media Contact:
Patty Buchanan

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.