United States · Funded startup

Who invested in HighTower Advisors

2 rounds we have observed, with the 4 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial Services

Funding summaryUpdated 26 Oct 2026

$200Mraised across 2 rounds since 2010, from 2 sources

$100MGrowth$100MDebt
Latest round
Debt, $100MJul 2014
Investors
4
See who backed them

The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

20102011201220132014
$100MGrowth$100MDebt
First round
Growth, $100M
Jan 2010
Biggest round
$100M
Debt · Jul 2014
Between rounds
4.5 years
from the last two

The rounds

  1. Jul 2014
    Debt$100M2 new

    From a historical funding record

  2. Jan 2010

Founders and team

From HighTower Advisors's own website: 13 on the team.

  • Larry RestieriChief Executive Officer
  • Bob LavigneChief Compliance Officer
  • Dan BergChief Financial Officer
  • Doug BessoChief Technology Officer
  • Jared SchwartzChief Risk Officer
  • Jenn AndersonChief Marketing Officer
  • Jennifer KrevittChief Human Resources Officer
  • Patrick DunneChief Operating Officer
  • Sarah KhanChief Information Security Officer
  • Scott HolsoppleChief Strategy Officer
  • Stephanie LinkChief Investment Strategist and Portfolio Manager
  • Randy BullardHead of Investment Management
  • Barrett LopezGeneral Counsel

AdvisersScott Hadley

Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

Growth2010Debt2014Asset Management VenturesPNC BankDLB CapitalBMO Harris Bank

Everyone who backed them

PNC BankInvestment firm1round
DLB CapitalGrowth equity1round
BMO Harris Bankno record of our own yet1round

Missing a round, or an investor who was in one? Tell us.

Quick answers about HighTower Advisors

Who invested in HighTower Advisors?

HighTower Advisors's investors include Asset Management Ventures, PNC Bank, DLB Capital and BMO Harris Bank.

How much has HighTower Advisors raised?

HighTower Advisors has raised $200M across 2 rounds since 2010.

When did HighTower Advisors last raise?

HighTower Advisors's most recent round was a Debt of $100M in Jul 2014.

What was HighTower Advisors's biggest round?

Its most recent round, $100M in Jul 2014, is also its largest on record.

Who backed HighTower Advisors first?

HighTower Advisors's first round on record, in Jan 2010, was backed by Asset Management Ventures and DLB Capital.

What stage is HighTower Advisors at?

HighTower Advisors's latest named round is a Debt, in Jul 2014.

Where is HighTower Advisors based?

HighTower Advisors is based in the United States.

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