Skip to content
Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Hightower

CHICAGO, IL
CRD: 145323
In network coverage since September 30, 2026 · 16+ stories
$199BRegulatory AUMSEC Form ADV · Oct 24
1,983EmployeesForm ADV
15Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Aug 16 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Kevin McGarry
Aug 14 · team liftout
Arrivals
None tracked.
Departures
Synergy Capital Solutions
Oct 8 · to Hightower Signature Wealth
Deal recordFull tracker →
Oct 7, 26Deal announcedSynergy Capital Solutions · $1B — coverage
Oct 7, 26Deal announcedHightower Naples · The Bahnsen Group · $1.1B — coverage
Oct 5, 26Deal announcedHightower Naples · The Bahnsen Group · $1 — coverage
Oct 5, 26Deal announcedHightower Naples · The Bahnsen Group · $1.1B — coverage
Oct 2, 26Deal announcedHightower Signature Wealth · Sandy Cove Advisors · $752M — coverage
Sep 30, 26Deal announcedSandy Cove Advisors · $752M — coverage
Sep 30, 26Deal announcedSandy Cove Advisors — coverage
Sep 29, 26Deal announcedHightower Signature Wealth · Sandy Cove Advisors · $752M — coverage
Sep 23, 26Deal announced — coverage
Sep 23, 26Deal announcedThe Bahnsen Group — coverage
Sep 10, 26Deal announcedHightower Signature Wealth · Boston Hill Advisors · $1.6B — coverage
Sep 10, 26Deal announcedSignature Wealth · $1.6K — coverage
Aug 31, 26Deal announcedDispatch — coverage
Aug 31, 26Deal announcedDispatch — coverage
Aug 31, 26Deal announcedHightower Signature Wealth · Dispatch — coverage
Network coverage
Features

Busiest RIA buyers average $679 million a deal, below the median

Hightower announced three deals in the 90 days to Oct. 26 and closed none; one moved a $1.1 billion practice already inside the firm.
Features · Oct 26RIA sale prices turn on retention; the structure carries the multiple
Features · Oct 26A buyer's deal pipeline is not collateral for an RIA sale
Features · Oct 26The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
M&A · Oct 22Deal lawyer Corey Kupfer predicts an RIA IPO within two years
Features · Oct 18SEI recruits Kristie Edling-Day from LPL; Hightower and Carson add executives
Succession & selling a firm · Oct 16MarshBerry tallies record 294 U.S. wealth advisory deals through September
Moves · Oct 14Hightower and Merrill teams launch independent practices with $1B-plus in assets
Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples
Succession & selling a firm · Oct 8Hightower Signature to add $1B Synergy Capital Solutions
Succession & selling a firm · Oct 6Bahnsen Group agrees to add $1.1 billion Hightower Naples practice under its brand
Deals & PE · Oct 4Concurrent announces $5.4B Spire purchase and $3B–$10B platform target
Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms
Deals & PE · Oct 2Concurrent buys Spire's 30-plus teams in first RIA platform deal
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
M&A · Sep 30Hightower agrees to buy $752M Sandy Cove for its W-2 channel
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.