United States · Financial services startup
United States · Hightower Advisors
Hightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois.
Funding reportedLast round: Venture (Round not Specified)
About Hightower Advisors
Hightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois.
Founded in September 2008, it operates as an SEC-registered investment advisor, serving individuals, families, foundations, and institutions across the United States. The firm emphasizes a fiduciary standard, ensuring that its advice prioritizes clients' interests. Hightower Advisors provides a range of services tailored to high-net-worth and ultra-high-net-worth clients. These include portfolio management with customized investment strategies, comprehensive financial planning, retirement and estate strategies, and advisory services for business owners. The firm also offers corporate services such as 401(k) consulting and cash management solutions. Hightower operates on a fee-based model, with arrangements based on assets under management, hourly fees, or fixed fees. Recognized for its growth and quality, Hightower Advisors ranks highly among RIA firms, including #2 on Barron’s 2023 Top 100 RIA Firms list. The firm is committed to delivering client-focused financial solutions through a nationwide network of advisory teams.
What company datasets say Hightower Advisors raised
Funding, as reported
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
On a portfolio page
Investors who name them
Each firm lists Hightower Advisors on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.
The company, in detail
What they build
Known for
entrepreneurial supportmarketing strategyfiduciarymanagement consultingacquisitionspractice infrastructure supportpractice successionadvisory networkstrategic partnershipsclient successpractice growthgrowth-focused strategiesindustry recognitionholistic financial advicepractice collaborationpractice support services
Built with from their website
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+8 more
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- Sector
- Financial services
- Industry code
- NAICS 523940, SIC 6282
- Region
- Illinois
- Revenue
- $175M a year, as listed
- Full record
- Every detail in the company directory
Financial services in United States
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