Articles from Hightower Advisors

Hightower Advisors, one of the leading independent wealth management firms in the U.S., today announced it has entered into an agreement with Journey Strategic Wealth (Journey), marking its first external acquisition into Hightower Signature Wealth (HTSW). Journey will bring approximately $5 billion in assets under management*, furthering HTSW’s national footprint and broadening capabilities for both clients and advisors. Upon close, HTSW will represent more than $25 billion in assets under management*, across 27 locations. The transaction is expected to close at the end of this month.

Hightower Advisors, a national wealth management firm, today announced the appointment of Bob Lavigne as Chief Compliance Officer (CCO) for Hightower Holdings, LLC. In this role, Mr. Lavigne will oversee the firm’s enterprise-wide compliance program, regulatory strategy, and risk governance across Hightower’s national community of advisors.

Hightower Advisors, one of the nation’s largest independent wealth management firms, today announced the expansion of its Hightower Signature Wealth (HTSW) brand with the addition of five advisory practices—Fairport Wealth, Hightower Wealth Advisors | St. Louis, HT|TC Wealth Partners, RDM Financial Group, and The Rikoon Group. Together, these practices bring clients broader capabilities, deeper resources and access to a more integrated suite of planning and investment solutions. HTSW now represents more than $20.8 billion* in assets under management.

Hightower Advisors, a leading national wealth management firm, today announced that Randy Bullard will join as the Head of Investment Management. In his newly created role, Bullard will lead the development of Hightower’s first centralized investment management platform. Most recently, Bullard served as the Global Head of Wealth at State Street.

Hightower Advisors, a national wealth management firm, announced today the appointment of Scott Hadley in the newly created role of Chief Advisory Officer. Hadley will be responsible for how Hightower engages and supports its growing advisor community. This move reflects Hightower’s continued investment in growth and advisor support.

Hightower Advisors, a leading wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations, today announced that Larry Restieri will become its next Chief Executive Officer (“CEO”) and a member of the Board of Directors (the “Board”), effective in spring 2025. Restieri will succeed Bob Oros, who has served as Hightower’s CEO since 2019. Oros will remain a member of the Board, ensuring strategic continuity and a seamless transition for the firm’s growing client base.