Hightower Advisors, LLC

RIASEC Registered
Total AUM
$199B
Discretionary
$190B
96% of AUM
Avg account
$902K
Accounts
220,222
Employees
1,983
Advisory reps
1,064

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 formed as an LLC and registered with the SEC in 2008. The firm operates as a capital allocator for both individual/family and institutional clients, offering a mix of financial planning and discretionary portfolio management across individual, pooled vehicle, business and institutional mandates. Advisory services also include pension consulting and the selection of third‑party managers. Compensation arrangements include percentage-of-AUM fees as well as hourly, fixed and other fee models. Hightower maintains industry linkages to broker‑dealers, other advisers, trust companies, accountants, insurance firms and sponsors/GPs of pooled vehicles. The firm has been cited in several industry rankings over recent years, including repeated appearances on Barron’s Top 100 RIA lists (multiple years through 2025), a Financial Times Top 300 listing in 2020, recognition from Forbes in 2022 and Citywire’s 50 Growers lists (2023, 2025, 2026), and AdvisorHub’s 50 RIA Firms to Watch in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,897

Active vs passive

$57.7B in ETFs

Passive

76%

$43.7B

Active

18%

$14B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$2.6B3,426,8394.55%

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