Our History

Hightower Advisors was founded in 2008 with the conviction that fiduciary financial advisors deserve access to resources that let them focus solely on doing what’s best for their clients. Our partnership model modernized the registered investment advisor (RIA) industry. We’ve since grown into a collective of more than 100 advisory firms across the country, with more than $70 billion in assets under management (as of 12/31/20).

We continue to attract credentialed advisors who use a holistic financial approach to help clients achieve their financial goals and feel truly well-thy.

Hightower Timeline

2008

Hightower founded

Capital Raised: $65M

2009

Established capital markets trading desk

Major media exposure: Forbes magazine

2010

Transitioned 10th team and opened 10th office

4 practices had a Barron's-ranked advisor

2011

Launched Advisor Marketing, Global Investment Solutions, and Transitions

First profitable quarter

2012

#13 on INC.500, #5 on Wealth Manager (Forbes), #1 destination for breakaway advisors, InvestmentNews, 2012

2013

Recruited First Platform team

Honored as "a gold standard for boutique wealth management" by Cerulli Associates

2014

Launched Blueprint for Growth: best practices by advisors, for advisors

Record year in business development: 8 employee deals, 5 Platform deals

2015

Increase bank debt financing to $150M

354% increase in engaged Platform prospects

2016

First RIA to join Hightower, RDM Financial Group

Launched #UnobstructedLife to promote financial wellness

2017

Announced intent to acquire WealthTrust, which includes $6.4B in client assets nationwide

Entered Recapitalization Agreement with Thomas H. Lee Partners

2018

With a new CEO, Bob Oros, and new executive team, Hightower shifts from a wirehouse liftout model to an acquirer of successful RIA firms delivering both capital and scale to its 100+ advisory businesses

2019

Hightower made multiple large RIA acquisitions and is established as a key player in strategic acquisitions and rebrands with the well-th. rebalanced. concept

2020

Hightower surpasses $100B in total client assets through a new recapitalization structure with existing firm Thomas H. Lee.

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200 W Madison, 25th Floor
Chicago, IL 60606
(312) 962-3800

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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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