News

Hightower Makes Strategic Investment in Lindbrook Capital

By Hightower Advisors / May 13, 2025

Bicoastal Wealth Manager with $3.8B to Expand Client Services with Hightower

CHICAGO—May 13, 2025—Hightower announced today that it has made a strategic investment in Lindbrook Capital, LLC, a financial planning and wealth management practice with approximately $3.8 billion in assets under management and offices in Los Angeles, Calabasas, California, and New York City.

Lindbrook Capital is an independent-minded wealth management practice providing highly customized investment management and financial planning services to affluent families, individuals, foundations and endowments. The 10-person organization is led by Managing Partners Benjamin Posen and Tyler Dritz, in collaboration with Lee Samson, a partner at Lindbrook Capital.

“We have known the principals at Lindbrook Capital for more than a decade and are excited for them to join Hightower,” said Hightower Chairman and CEO Bob Oros. “Under the seasoned management of Ben and Tyler, the team has built an impressive business with an attractive client base that includes some of today’s top business and entertainment executives.”

Lindbrook Capital marks Hightower’s first strategic investment in 2025. With a range of value-added services, including a national in-house trust company and a wholly owned CPA practice, Hightower provides its advisors with the resources to better align with client needs and offers the next phase of growth and support for their practices.

“We thought long and hard about our options and determined Hightower is the right partner. We aren’t interested in being a serial acquirer and we had to preserve the culture and investment autonomy that our clients expect from Lindbrook,” Posen said.

“In Hightower, we found a partner that could help us streamline non-core functions and created a path for us to be meaningfully rewarded as our clients grow along with us,” Dritz said.

In the transaction, Lindbrook was advised by Colchester Partners LLC and Kirkland & Ellis, LLP provided legal counsel. For Hightower, McDermott, Will & Emery LLP provided legal counsel.

The nationwide Hightower advisor community now comprises more than 140 advisory businesses in 35 states and the District of Columbia. Hightower offers a wide range of services for accelerating organic growth, including business development consulting, leadership and team development, talent acquisition, marketing support, technology, investment management resources, compliance, accounting, payroll, and human resources. Advisory groups that partner with Hightower also receive access to inorganic growth services such as sourcing, valuation, deal structuring, due diligence, legal and regulatory, pre- and post-close integration, and capital resources for M&A transactions. As of Dec. 31, 2024, assets under management (AUM) for Hightower and its affiliates were approximately $168 billion.Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.

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.

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

Contact:
Magnitude, Inc. for Hightower Advisors
Daniel Delson
Daniel@magnitude-growth.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.

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.

These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.

Click here for definitions of and disclosures specific to commonly used terms.