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| Hightower Advisors LLC
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| CRD # | 145323 |
| SEC # | 801-69625 |
| CIK # | 0001462245 |
| AUM | 198.58 B (2026-05-18) |
| Employees | 1,983 (48% Investors, 30% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-962-3800 |
| Address | 200 W Madison St Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 08 Jul 2026 | Hightower Advisors Adds 3 Firms with $5B in AUM to W-2 Advisory Platform — connectmoney.com |
| Tue, 02 Jun 2026 | How Hightower Advisors is bringing institutional-grade investing to the mass-affluent — Yahoo Finance |
| Wed, 27 May 2026 | SoFi Technologies, Inc. $SOFI Shares Acquired by HighTower Advisors LLC — MarketBeat |
| Tue, 05 May 2026 | Fund Update: New $9.5M $SPXX stock position opened by HighTower Advisors, LLC — Quiver Quantitative |
| Wed, 15 Apr 2026 | Hightower Advisors prepares to launch Hightower One — Institutional Real Estate, Inc. |
| CIK | Period |
|---|---|
| 0001462245 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 3.0 | ||
| Johnson & Johnson | 2.6 | ||
| Microsoft Corp | 1.9 | ||
| Nvidia Corp | 1.3 | ||
| Amazon Com Inc | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Facebook Inc | 0.8 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Sharkninja Inc | 0.7 | ||
| Broadcom Inc | 0.7 | ||
| Chevron Corp | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| SPDR Gold Trust | 0.6 | ||
| PepsiCo Inc | 0.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | TBG Alternative Income Solutions LP | [2021-03-31] | 193.8 M | 181.6 M |
| Filed 2026-03-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | FGLO Capital LP | [2015-11-18] | 33.1 M | 17.0 M |
| Filed 2018-11-07 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Teton Natural Resource Fund III LP | 2014-02-13 | 1.4 M | |
| HF | Fischer Enterprise Fund LP | 2012-03-30 | 0.1 M | |
| HF | Fischer Global Opportunity Fund LP | 2012-03-30 | 23.4 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33,630 | 21.5 |
| (b) Individuals (high net worth individuals) | 29,177 | 157.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.2 |
| (g) Pension and profit sharing plans | 221 | 0.8 |
| (h) Charitable organizations | 357 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 640 | 15.8 |
| (n) Other | 0 | 0.0 |
| Total | 220,222 | 198.6 |
| By Discretionary | ||
| Discretionary | 210,830 | 190.4 |
| Non-Discretionary | 9,392 | 8.2 |
| Total | 220,222 | 198.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.4 | |
| United States Persons | 178.2 | |
| Total | 220,222 | 198.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brendan Lake | Executive Officer | 139 | 15 | |
| Hightower Advisors LLC | Executive Officer | 5 | 3 | |
| Fma Capital GP LLC | Executive Officer | 2 | 2 | |
| David Bahnsen | Executive Officer | 1 | 1 | |
| Ppb Tbg Mgt LLC | Executive Officer | 1 | 1 | |
| The Bahnsen Group | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001462245] | |
| SC 13G | [0001462245] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Hightower Advisors LLC | Pacific Ethanol Inc | [2019-07-18] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $14.8B |
| Clients | 500 (10 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300UM3O7J0JIVIN7 |
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