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 that serves both individual and institutional clients. The firm operates as a capital allocator and provides a broad range of advisory services, including financial planning, portfolio management for individuals and pooled vehicles, pension consulting, and the selection of third‑party managers. Its fee arrangements include percentage‑of‑AUM pricing as well as hourly and fixed fees. Hightower has been recognized repeatedly on industry lists, with appearances in Barron’s Top 100 RIA firms across multiple years, a Financial Times Top 300 listing in 2020, inclusion in Forbes’ RIA coverage in 2022, and Citywire and AdvisorHub mentions for growth and firms to watch in recent years. The firm also maintains relationships across the financial ecosystem—dealer, trust, insurance, accounting and sponsor/GP roles are among its industry affiliations.
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 64
Samantha Waters
Partner and COOCRD 5090506

John Christianson
CEO and PrincipalCRD 1440213

Jordan Dechtman
Founder and CEOCRD 1516831
Contacts
3 of 985
Benjamin 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 1,847Active vs passive
$56.6B in ETFs
76%
$43.1B
19%
$13.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $2.5B | 3,272,035 | 4.33% |
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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