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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Delta oakCapital focus +more
- Established Date
- 08-26-2008
- Office Locations
- 227
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.
Team overview
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CRM
Custodian
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Owner & Executives
GURINDER SINGH AHLUWALIA
President
- CRD
- #4783310
- Ownership
- Less than 5%
DANIEL JEREMY BERG
Chief Financial Officer, DIRECTOR OF FINANCE, Secretary, TREASURER
- CRD
- #6146365
- Ownership
- Less than 5%
Timber atlas
Harbor bridge catalyst
- CRD
- #18847
- Ownership
- 12.5%
Showing 2 of 10 owners & executives
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Adam Samuel Abelson
Advisor
- CRD
- #3074620
Hirschel Bressler Abelson
Advisor
- CRD
- #290
Alpha optima
Meridian alpha
- CRD
- #23053
Showing 2 of 1052 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
Total SMA Asset: $198,396,374,467
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,385,968,707 | 25.8% |
| Equity - Exchange | $966,954,912 | 18.0% |
| Cash | $279,342,530 | 5.2% |
| Municipal Bonds | $504,965,343 | 9.4% |
| U.S. Government/Agency | $612,404,778 | 11.4% |
| Corporate - Investment Grade | $988,442,799 | 18.4% |
| Private Funds | $633,892,665 | 11.8% |
| Total | $5,371,971,734 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX OAK | NORTH PRIME | EYWMR5LWT | HOYT | 8.64% | $68,700,786 |
| VECTOR GLACIER | OAK RADIAL | 1QNR2F7FW | BVFX | 7.07% | $48,943,097 |
| VECTOR ELEMENT | MERIDIAN SIGNAL | 4T3TN15G3 | LXZGP | 7.73% | $94,720,771 |
| HORIZON ZENITH PATHWAY | MATRIX MOMENTUM | E5NB84GE0 | AGW | 6.14% | $103,028,242 |
| GLACIER VERTEX RADIAL | VALUE PATHWAY | DG41P9HQ6 | UETP | 9.32% | $67,712,324 |
| CATALYST CATALYST CATALYST | DELTA TIMBER | TPOOQXS6G | QFJ | 4.96% | $68,053,037 |
| BRIDGE HORIZON CREST | OAK BRIDGE | 117KHXQIF | OWFFT | 12.26% | $31,568,213 |
| HARBOR FOUNDATION | EAGLE MERIDIAN | 8KL0ZQC0Z | PELFM | 8.35% | $63,409,435 |