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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
firm

Hightower Advisors

CHICAGO, IL
CRD: 145323
In network coverage since August 14, 2026 · 11 stories
$199BRegulatory AUMSEC Form ADV · Oct 24
1,983EmployeesForm ADV
Regulatory AUM · Oct 10 – Oct 24
Network coverage
Succession & selling a firm

MarshBerry tallies record 294 U.S. wealth advisory deals through September

Private-equity-backed acquirers took 72% of announced deals through Q3; the ten most active buyers took one-third of all announced transactions.
M&A · Sep 30Hightower agrees to buy $752M Sandy Cove for its W-2 channel
Moves · Sep 22Hightower hires Vanguard's De Freitas, and the mandate is integration
Moves · Sep 22Hightower's new president is a bet on the operating layer
Data · Sep 1Hightower hands Dispatch the keys to its data layer
RIA · Sep 1Hightower bets its employee channel on Dispatch's data layer
Products & portfolios · Aug 18Hightower: AI capex is structural
The Wrap · Aug 17Independent broker-dealers lose three teams in one day
Moves · Aug 17UBS pulls three Morgan Stanley teams in one week
Moves · Aug 17A $129 billion breakaway obscures the week's real story
Deals & PE · Aug 14Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams
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