# Hightower Advisors: Financial services, Chicago, United States

> Hightower Advisors: Hightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois.

Source: https://millionrounds.com/startup/hightower-advisors (Millionrounds; every figure on the page links to its filing or article)

United States · [Financial services startup](https://millionrounds.com/companies)

# Hightower Advisors

Hightower Advisors is an independent wealth management and financial planning firm based in Chicago, Illinois.

Funding reported Last round: Venture (Round not Specified)

Financial services Chicago, United States

Company summary

- **Founded:** 2008 18 years old
- **Team:** 1,900 1,000+ people
- **Funding reported:** $685M in dollars
- **Last round:** Venture (Round not Specified) Dec 2020

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Hightower Advisors has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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

Reported in all **$685M** in dollars

Last round **Venture (Round not Specified)**

Last round date **Dec 2020**

## Founders and team

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

- **Larry Restieri** Chief Executive Officer
- **Bob Lavigne** Chief Compliance Officer
- **Dan Berg** Chief Financial Officer
- **Doug Besso** Chief Technology Officer
- **Jared Schwartz** Chief Risk Officer
- **Jenn Anderson** Chief Marketing Officer
- **Jennifer Krevitt** Chief Human Resources Officer
- **Patrick Dunne** Chief Operating Officer
- **Sarah Khan** Chief Information Security Officer
- **Scott Holsopple** Chief Strategy Officer
- **Stephanie Link** Chief Investment Strategist and Portfolio Manager
- **Randy Bullard** Head of Investment Management
- **Barrett Lopez** General Counsel

Advisers *Scott Hadley*

## On a portfolio page

Investors who name them

- [Alexandria Asset Management](https://millionrounds.com/fund/alexandria-asset-management)

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 support marketing strategy fiduciary management consulting acquisitions practice infrastructure support practice succession advisory network strategic partnerships client success practice growth growth-focused strategies industry recognition holistic financial advice practice collaboration practice support services

Built with from their website

GitHub Actions Google Maps accessiBe Adobe Marketo Engage Docker Amazon DynamoDB Google Tag Manager WordAds Amazon CloudFront OneTrust Tech Risk & Compliance

+8 more

Oney dbt WordPress.org Salesforce CRM Analytics AWS Trusted Advisor Atlassian PWA Arc

- **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](https://millionrounds.com/directory/klein-wealth-management)

## Financial services in United States

Startups like it

- [**Kalshi** New York · founded 2019 *Raised*](https://millionrounds.com/company/kalshi)
- [**Temporal** founded 2022 *Raised*](https://millionrounds.com/company/temporal)
- [**Vestwell** New York · founded 2016 *Raised*](https://millionrounds.com/company/vestwell)
- [**C2FO** Kansas City · founded 2008 *Raised*](https://millionrounds.com/company/c2fo)
- [**Yieldstreet** New York · founded 2015 *Raised*](https://millionrounds.com/company/yieldstreet)
- [**Flutterwave** San Francisco · founded 2016 *Raised*](https://millionrounds.com/company/flutterwave)
- [**Corgi** San Francisco · founded 2024 *Raised*](https://millionrounds.com/company/corgi)
- [**Alpaca** San Mateo · founded 2017 *Raised*](https://millionrounds.com/company/alpaca)

## Is this your company?

Add your raise, your deck and your story, and put Hightower Advisors in front of investors. Or tell us what we have wrong.

[List your startup](https://millionrounds.com/list-your-startup)[Send a correction](https://millionrounds.com/corrections)