Hightower Advisors, LLC

Overview

HIGHTOWER ADVISORS, LLC is a Delaware limited liability company with CRD number 145323.²³ The firm is registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended.¹ Hightower was established in September 2008.⁴ It is a wholly owned subsidiary of Hightower Holding, LLC, which is majority owned by Thomas H. Lee Partners, advisors and employees of Hightower Advisors.⁵⁶ Hightower lists offices in Chicago and New York.²⁰

History

Hightower was established in September 2008 and is a Delaware limited liability company.³⁴ It is a wholly owned subsidiary of Hightower Holding, LLC, which is majority owned by Thomas H. Lee Partners, advisors and employees of Hightower Advisors.⁵⁶

Timeline

1. 1940Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended.
2. 2008Hightower was established in September 2008.

Leadership

Larry Restieri is Chief Executive Officer.¹⁶ Dan Berg is Chief Financial Officer.¹⁷ Patrick Dunne is Chief Operating Officer.¹⁸ Stephanie Link is Chief Investment Strategist and Portfolio Manager.¹⁹

Services

Hightower provides investment advisory services through numerous investment practices with distinct advisory focuses and strategies.⁸ Its offerings include financial planning, investment solutions, tax services, legacy wealth planning and business valuation.⁹ Hightower Investment Solutions offers equity, fixed-income, multi-asset and private-market solutions.¹⁰ Investment Solutions also provides portfolio construction, investment research and advisor partnership support.¹¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Business owner services

Client focus

The firm advises institutions, including ERISA plans, and predominantly serves ultra-high-net-worth and high-net-worth individuals.⁷ Hightower Family Office serves ultra-high-net-worth families, entrepreneurs, business owners and multigenerational families.¹²

Investment philosophy and approach

Hightower states that its philosophy emphasizes independence, perspective, partnership and putting clients first.¹⁴ The firm says affiliated advisors are fiduciaries committed to clients’ best interests.¹⁵ Its investment practices use distinct advisory focuses and strategies.⁸

FAQs

Related resources

• LocationMultifamily offices in Chicago

  This Chicago-focused directory helps a family or business owner compare local multifamily office options and see how firms may serve high-net-worth clients. It provides regional context for evaluating investment management, financial planning, tax planning, and business owner services alongside Hightower Advisors' stated client profile.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com explains capital gains tax concepts and planning considerations that may affect portfolio sales, concentrated holdings, business interests, or real estate. A prospective Hightower Advisors client can use these guides to prepare focused questions about investment management, tax planning, and decisions involving family or business wealth.

• Network siteFamilyOffices.com

  FamilyOffices.com offers educational resources and a community for wealthy families and single family offices. Readers considering Hightower Advisors can use it to compare the needs of an outsourced advisory relationship with their own governance, investment management, financial planning, tax planning, and business owner priorities.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer differs from a multifamily office. A wealthy family, institution, or business owner can use the distinctions to clarify whether they need primarily investment oversight or a broader relationship that includes financial planning, tax planning, and business owner services.

• Similar firmsBarrington Wealth Management
  Cresset
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  Profiles of Barrington Wealth Management, Cresset, and Highview Capital Management give readers additional firms to review on the same site. Comparing their stated services, client focus, and locations with Hightower Advisors' institutional and high-net-worth orientation can help a family or business owner organize questions for initial conversations.

Sources

1. Hightower Form ADV Part 2A Firm Brochure , accessed/as of 2023-03-31.
2. SEC Adviser Report, CRD 145323 , accessed/as of 2026-07-17.
3. Hightower Form ADV Part 2A Firm Brochure , accessed/as of 2023-03-31.
4. Hightower Form ADV Part 2A Firm Brochure , accessed/as of 2023-03-31.
5. Hightower Form ADV Part 2A Firm Brochure , accessed/as of 2023-03-31.
6. Hightower Form ADV Part 2A Firm Brochure , accessed/as of 2023-03-31.
7. Hightower Form ADV Part 2A Firm Brochure , accessed/as of 2023-03-31.
8. Hightower Form ADV Part 2A Firm Brochure , accessed/as of 2023-03-31.
9. Find an Advisor , accessed/as of 2026.
10. Investment Solutions , accessed/as of 2026.
11. Investment Solutions , accessed/as of 2026.
12. Family Office , accessed/as of 2026.
13. Family Office , accessed/as of 2026.
14. About Us , accessed/as of 2026.
15. Hightower Advisors , accessed/as of 2026.
16. Meet the Team , accessed/as of 2026.
17. Meet the Team , accessed/as of 2026.
18. Meet the Team , accessed/as of 2026.
19. Meet the Team , accessed/as of 2026.
20. Contact Us , accessed/as of 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.