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Hightower receives charter for trust company
Hightower National Trust Co. is part of the firm's effort to offer a range of family office services to its high-net-worth and ultra-high-net-worth clients.
Hightower takes stake in $2.7 billion RIA
Purchase, New York-based Altium Wealth Management specializes in direct indexing.
Will 2022 see an RIA white whale — a mega mega-deal?
When will one of the 40 or so large strategic buyers of registered investment advisory firms emerge from the depths to swim with another?
Hightower’s suit against $39 million RIA described as ‘wirehouse 101’
The $104 billion Chicago-based aggregator is going after a Seattle adviser for taking clients with him when he left a year ago.
Hightower takes stake in business management firm
Los Angeles-based Grant Tani Barash & Altman provides clients with personal chief financial officer services.
Hightower adds $1.6 billion TC Wealth Partners
The deal, which closed Dec. 31, includes the acquisition of Trust Company of Illinois, which is a subsidiary of Chicago-based TC Wealth.
Hightower adds $1.8 billion RIA in Kansas
The year-end buying binge continues as RIAs rush to close deals ahead of President Joe Biden's anticipated tax hikes next year.
Hightower firm acquires a $340 million RIA
Lexington Wealth Management is adding Thompson Wealth Management, which is also based in Massachusetts.
Hightower bulks up in Illinois with $700 million RIA
The Chicago aggregator will seal the deal with Clear Perspective Advisors by year end.
Hightower takes stake in Florida RIA
The Chicago-based RIA is buying an undisclosed interest in Punta Gorda-based Landsberg Bennett, which manages $1 billion.
Hightower makes sixth deal in 2021
2021 continues to see a surge of buying of RIAs from various kinds of acquirers.
Hightower adds $2 billion DC-based advisory firm
With the acquisition of Farr Miller & Washington, Hightower will install founder Michael Farr as its new chief market strategist.
Hightower lands conditional approval for national trust charter
Establishing a national trust charter has been a priority since CEO Bob Oros took over in January 2019. The new Hightower Trust Company is expected to be open for business later this year.
The RIA roll-up market has seen a decade of explosion
The marketplace for RIA M&A networks is currently overrun with players — from brand-new entrants from outside the U.S. to well-established RIAs. Over the past 15 years, the RIA aggregator market has taken off.
Hightower notches third deal of 2021 with $830 million acquisition
Siller & Cohen Family Wealth Advisors in Rye Brook, New York, joins Hightower's sprawling 33-state footprint.
Not even pandemic can derail record level of RIA consolidation
The slowdown in March turned out to be just brief bump in the road for buyers and sellers in the wealth management space.
Hightower firm in Massachusetts acquires $200 million indie
Lexington Wealth Management adds Marcus Financial Advisors
RIA M&A starts 2021 with a bang
In the first week of the new year, eight significant deals involving advisory firms were announced and a total of $159.6 billion in assets changed hands. Among the buyers and sellers — including Hightower, Sageview Advisory Group and Aquiline Capital Partners — were some of the most significant names in the burgeoning RIA industry.
Hightower acquires $8 billion Bel Air Investment Advisors
Aggregator kicks off 2021 with the largest deal in its 12-year history
New York unit of Hightower merges with $280 million firm
The new Fischer Stralem Advisors will advise on $800 million in assets
