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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-26-2008
- Office Locations
- 235
Office Locations
About Hightower Advisors, LLC
Hightower Advisors partners with growth-minded, independent advisory practices, providing scale, resources, and operational support so advisors can deliver an elevated client experience within a connected community. Affiliated advisors act as fiduciaries. The firm supports wealth planning needs including portfolio construction, estate and retirement planning, and insurance, with investment exposure spanning ETFs and mutual funds alongside alternatives such as private equity/credit, hedge funds, and real estate. Multi-custodial platform includes Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between October 15, 2025 and August 19, 2026, reported AUM increased 20.5%, from $164.8B to $198.6B.
Across 5 reported observations, AUM increased 91.8% between December 22, 2022 and August 19, 2026, from $103.5B to $198.6B.
Of the latest reported AUM, 95.9% is discretionary and 4.1% is non-discretionary.
The firm reports 953 advisory representatives and 64,535 clients, or 67.7 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 235 reported office locations and 18 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
DANIEL JEREMY BERG
Chief Financial Officer, DIRECTOR OF FINANCE, Secretary, TREASURER
- CRD
- #6146365
- Ownership
- Less than 5%
Michael Bernardo
Chief Compliance Officer
- CRD
- #2709691
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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Adam Samuel Abelson
Advisor
- CRD
- #3074620
Hirschel Bressler Abelson
Advisor, Investment Operations Associate
- CRD
- #290
Showing 2 of 1055 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,403,937,582 | $903,116 |
| Non-Discretionary | $8,173,071,701 | $870,216 |
| Total | $198,577,009,283 | $901,713 |
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Separately Managed Accounts
SMA allocation detail is available
Hightower Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Hightower Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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