HIGHTOWER ADVISORS, LLC

RIASEC RegisteredEst. 2008
Total AUM
$199B
Discretionary
$190B
96% of AUM
Avg account
$902K
Accounts
220,222
Employees
1,983
Advisory reps
1,058

Firm details

Headquarters
CHICAGO, Illinois
CRD number
145323
Registered since
October 3, 2008
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 41%, Exchange Traded Equities 30%, Cash & Cash Equivalents 7%, US Government Bonds 6%, State & Local Bonds 6%, Investment Grade Corp Bonds 5%, Private Funds 5%41%
  • Public Funds/Mutual Funds41%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents7%
  • US Government Bonds6%
  • State & Local Bonds6%

Owners & executives

3 of 61
  • SAMANTHA WATERS

    Partner and COOCRD 5090506

  • John Christianson

    CEO and PrincipalCRD 1440213

  • JORDAN DECHTMAN

    Founder and CEOCRD 1516831

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Contacts

3 of 997
  • Benjamin Wicks

    PrincipalCRD 5268232

  • BRIAN GEARY

    Senior Wealth AdvisorCRD 4521671

  • Kaylee Harteloo

    AdvisorCRD 7255023

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 1,781

Active vs passive

$50.2B in ETFs

Passive

76%

$38.3B

Active

19%

$12B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$2.1B3,184,7984.14%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth