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Hightower Advisors Recognized as Forbes 2025 America’s Top Wealth Advisors and Best-In-State Wealth Advisors

By Hightower Advisors / April 9, 2025

CHICAGO – April 9, 2025 – Hightower Advisors is pleased to announce that a selection of its advisors has been named to the Forbes 2025 America’s Top Wealth Advisors and Best-In-State Wealth Advisors lists. The Hightower advisors on this year’s lists include:

Blair Anderson of Hightower Great Lakes in Traverse City, MI
Jordann Andrusiak of Synergy Capital Solutions in Bloomfield Hills, MI
Ray Baraldi of 2/13 Strategic Partners in Wayne, PA
Scott Bishop of Presidio Wealth Partners in Houston, TX
Cory Bittner of Falcon Wealth Advisors in Mission Woods, KS
Bradley Bofford of Financial Principles in Fairfield, NJ
M. Alex Burns of Synergy Capital Solutions in Bloomfield Hills, MI
Michael Cantore of OneArc Capital Advisors in New York, NY
Brian Copeland of Hightower Wealth Advisors | St. Louis in St. Louis, MO
Jeffrey Corliss of RDM Financial Group in Westport, CT
Moss Crosby of Twickenham Advisors in Huntsville, AL
Melissa Duffy of White Pine Wealth Management in Falmouth, ME
John Egan of Egan Wealth Advisors in Madison, NJ
Jason Ezzell of Natoma Wealth in Folsom, CA
Jake Falcon of Falcon Wealth Advisors in Mission Woods, KS
Thomas Foley of Hightower Omaha in Omaha, NE
Patrick Fruzzetti of Rose Advisors in New York, NY
Walter Gondeck of The Lerner Group in Boca Raton, FL
Peter Klein of ALINE Wealth in Melville, NY
Megan Kowalski of The Lerner Group in Boca Raton, FL
Mark Kravietz of ALINE Wealth in Melville, NY
Peter Lang of Hightower Westchester in Harrison, NY
Richard Lewis of The Nulman Group in Narragansett, RI
Alexandra Miele of Hierax Wealth Partners in Westport, CT
Scott Milford of Hierax Wealth Partners in Westport, CT
David Molnar of Crest Capital Advisors in San Diego, CA
Eric Nahat of Synergy Capital Solutions in Bloomfield Hills, MI
Matthew Parenti of Private Vista in Chicago, IL
Lauren Pearson of Somerset Advisory in Gordonsville, VA
Joel Rand of The Rand Group in Kihei, HI
Greg Sarian of 2/13 Strategic Partners in Wayne, PA
Robert Schein of Blanke Schein Wealth Management in Palm Desert, CA
Roger Shaffer of Shaffer Wealth Management in Alpharetta, GA
Mingdong Tan of The Lerner Group in Deerfield, IL
Zach Ungerott of Hightower Wealth Advisors | St. Louis in St. Louis, MO
Kevin Wager of 2/13 Strategic Partners in Wayne, PA
Robert Warren of Twickenham Advisors in Huntsville, AL
Jordan Waxman of Nucleus Advisors, part of Hightower Advisors in New York, NY
Greg Williams of Private Vista in Chicago, IL

“I am delighted to celebrate the achievements of our advisors who have been recognized on Forbes’ 2025 America’s Top Wealth Advisors and Best-in-State Wealth Advisors lists,” said Hightower Chairman and CEO Bob Oros. “This recognition is a testament to the dedication and hard work of our advisors in supporting their clients, and I am grateful to have such talented individuals as part of our team. Congratulations to all on this well-deserved honor!”

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 revenue trends, assets under management, compliance records, and industry experience of more than 48,944 nominees.

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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.

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