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Hightower Ranks No. 2 on Barron’s 2023 List of Top 100 RIA Firms

By Hightower Advisors / September 18, 2023

Six Hightower advisors were also named to Barron’s 2023 Top 100 Independent Advisors in America list.

CHICAGO, Sept. 18, 2023 — For the third consecutive year, Hightower has been named the No. 2 RIA in the country by Barron’s in its ‘2023 Top RIA Firms’ list. Now in its eighth year, the list is compiled based on assets managed by the firms, technology spending, staff diversity, succession planning, and more.

In addition to the national wealth management firm’s recognition, six individual Hightower advisors have been named to Barron’s 2023 list of the Top 100 Independent Advisors in America. The Hightower advisors on this year’s list are:

  • Matthew Dillig, The Dillig Bowen Group | Hightower in Northbrook, Ill.
  • Patrick Fruzzetti, Rose Advisors | Hightower in New York, N.Y.
  • Jeffery Grinspoon, VWG Wealth Management | Hightower in Vienna, Va.
  • Thomas Meyer, Meyer Capital Group in Marlton, N.J.
  • Richard Saperstein, Treasury Partners in New York, N.Y.
  • Jordan Waxman, Nucleus Advisors in New York, N.Y.

“Receiving the No. 2 ranking three years in a row reflects our commitment to supporting our advisors with resources to serve clients more holistically, which is the cornerstone of our community,” said Bob Oros, Hightower Chairman and CEO. “We encourage Hightower advisors, who are some of the most talented professionals in the business, to impart our ‘well-th’ concept of achieving well-being, health, and living one’s best life into their relationships with clients. I am proud of everyone in the Hightower community, and want to thank the six advisors named to the Top 100 Independent Advisors in America list and our entire team for the contribution they made to our success and growth this past year.”

This year, Hightower announced 11 acquisitions, including the Pennsylvania-based, full-service CPA and tax advisory firm GMS Surgent, establishing a tax subsidiary resource for Hightower advisors. Hightower offers its 135 advisory business in 35 states and the District of Columbia a range of services designed to catalyze and accelerate both organic and inorganic growth.

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.

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.