HIGHTOWER ADVISORS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 145323
- Registered since
- October 3, 2008
- Website
- hightoweradvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI79.28%
- Individuals10.83%
- Corporations / Businesses7.95%
- Charitable Organizations1.4%
- Pension & Profit Sharing Plans0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hightower Advisors, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for a mix of individual/family and institutional clients. The firm, SEC-registered since 2008, offers traditional fee arrangements (percentage of AUM) alongside hourly and fixed-fee engagements and provides financial planning, portfolio management for individuals and pooled vehicles, pension consulting, and manager selection services. Hightower also maintains broker-dealer and trust-company relationships and engages with insurance and accounting partners as part of its service network. The firm has been recognized repeatedly in industry rankings: it has appeared in Barron’s Top 100 RIA lists across multiple years, was named among top RIA firms by Forbes and the Financial Times, and featured in Citywire and AdvisorHub lists for growth and firms to watch. Hightower describes itself as a capital allocator that deploys third‑party managers across public and private strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds41%
- Exchange Traded Equities30%
- Cash & Cash Equivalents7%
- US Government Bonds6%
- State & Local Bonds6%
Owners & executives
3 of 61SAMANTHA WATERS
Partner and COOCRD 5090506
John Christianson
CEO and PrincipalCRD 1440213
JORDAN DECHTMAN
Founder and CEOCRD 1516831
Contacts
3 of 997Benjamin Wicks
PrincipalCRD 5268232
BRIAN GEARY
Senior Wealth AdvisorCRD 4521671
Kaylee Harteloo
AdvisorCRD 7255023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,781Active vs passive
$50.2B in ETFs
76%
$38.3B
19%
$12B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $2.1B | 3,184,798 | 4.14% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 200 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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