HIGHTOWER HISTORY

2022

Hightower Receives Official Charter for Hightower National Trust Company. Read More

2021

Hightower Receives Conditional Approval for Hightower Trust Company, a Nationally Chartered Trust Bank. Read More

Hightower Surpasses $100 Billion in Assets Under Management. Read More

Hightower Ranks #2 on Barron's 2021 List of Top RIA Firms. Read More

Hightower Honored on Inc. Magazine's Inaugural List of America's 250 Best-Led Companies. Read More

2020

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

Hightower Unveils New Center for Leadership to Train and Equip Next Generation of Business Leaders. Read More

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

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

2017

Announced intent to acquire WealthTrust, which includes $6.4B in client assets nationwide; Entered Recapitalization Agreement with Thomas H. Lee Partners

2016

First RIA to join Hightower, RDM Financial Group; Launched #UnobstructedLife to promote financial wellness

2015

Increase bank debt financing to $150M; 354% increase in engaged Platform prospects

2014

Launched Blueprint for Growth: best practices by advisors, for advisors; Record year in business development: 8 employee deals, 5 Platform deals

Hightower hosts Inaugural APEX 2014 Conference. Read More

2013

Recruited First Platform team; Honored as "a gold standard for boutique wealth management" by Cerulli Associates;

Hightower Becomes First U.S. Firm To Give Advisors Access To Innovative Mercer Research Platform. Read More

2012

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

2011

Launched Advisor Marketing, Global Investment Solutions, and Transitions; First profitable quarter

2010

Transitioned 10th team and opened 10th office; 4 practices had a Barron's-ranked advisor

Hightower Launches HOST - Industry's First Open Source Portal. Read More

2009

Established capital markets trading desk; Major media exposure: Forbes magazine

2008

Hightower founded; Capital Raised: $65M

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