News & Insights

Nine HighTower Advisors Named to Forbes’ 2019 Ranking of Top Wealth Advisors

by HighTower on September 11, 2019

CHICAGO – Sept. 11, 2019/PR Newswire/ – HighTower advisors earned nine spots on Forbes’ 2019 America’s Top Wealth Advisors list, an annual ranking of the top financial advisors in the United States. The HighTower advisors honored this year are:

  • Jordan Waxman of Nucleus Advisors, New York, N.Y.
  • Jeff Leventhal of HighTower Bethesda in Bethesda, Md.
  • Jeffrey Grinspoon of VWG Wealth Management in Vienna, Va.
  • Richard Saperstein of Treasury Partners in New York, N.Y.
  • David Bahnsen of The Bahnsen Group in Newport Beach, Calif.
  • Ronald Weiner of RDM Financial Group in Westport, Conn.
  • Matthew Dillig of The Dillig Bowen Group in Chicago, Ill.
  • Henry (Moss) Crosby of HighTower Twickenham in Huntsville, Ala.
  • Pamela Rosenau of The Rosenau Group in Aspen, Colo.

“HighTower is committed to supporting our advisors with business acceleration, advisor success and operational support services, so we are incredibly affirmed to see so many of our advisors included on this list,” said HighTower CEO Bob Oros. “We are proud of the accomplished financial professionals honored by Forbes this year and look forward to helping their practices further scale over the coming years.”

The Forbes’ 2019 America’s Top Wealth Advisors List includes 250 advisors across the nation who collectively manage $910 billion in client assets. Advisors who made the list were nominated by their respective firms, and then ranked based on an algorithm developed by SHOOK Research. SHOOK’s rankings are based on several qualitative and quantitative factors, including personal interviews, industry experience, compliance records, revenue produced and assets under management. For the full list, visit https://www.forbes.com/top-wealth-advisors/#47ab61171a14.

In 2019, HighTower advisors also appeared on Forbes’ lists of Best-in-State Next-Gen Advisors, Best-in-State Wealth Advisors and Top Women Advisors; Barron’s Top 100 Financial Advisors, Top 1200 Advisors by State and Top 100 Women Advisors; the Financial Times’ Top 300 RIAs; and InvestmentNews’ Icons & Innovators list.

About HighTower
HighTower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, HighTower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. Visit www.hightoweradvisors.com.

Media Contact:
Patty Buchanan
JConnelly
973-567-9415
pbuchanan@jconnelly.com

# America's Top Wealth Advisors Awards David Bahnsen Financial advisors Forbes Hightower HighTower Bethesda HighTower Twickenham Jeff Leventhal Jeffrey Grinspoon Jordan Waxman Matthew Dillig Moss Crosby Pamela Rosenau RDM Financial Group Richard Saperstein Ron Weiner SHOOK Research The Bahnsen Group The Dillig Bowen Group The Rosenau Group Treasury Partners VWG Wealth Management

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.