RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Teams that left Hightower Advisors, LLC
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, and who all registered next through the same other firm. The rule reads registration dates on IAPD and nothing else: no press, no name matching, no judgment about why. When the cluster carried half or more of the firm it left, or the destination filed a succession naming it, it is typed firm absorbed rather than lift-out. When the two CRDs are one enterprise (the same business name, as with the two Wells Fargo Advisors channels, the same 75%+ owner on both Schedule As around the move, or one name the other with a word added) it is a channel change, listed only when asked for and never counted as a team in or out. Corporate re-registrations (hundreds of people moved to a new CRD in one month) are excluded before teams are formed.
| Advisors | From | To | Branch | Type | Left |
|---|---|---|---|---|---|
| 2 | Hightower Advisors, LLC BD affiliated | Kestra Private Wealth Services, LLC BD affiliated | Downers Grove, Il | Affiliated broker-dealer or bank to another | Jul 9, 2026 |
| 6 | Hightower Advisors, LLC BD affiliated | Integrated Wealth Concepts LLC independent RIA | Chicago, Il | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2026 |
| 2 | Hightower Advisors, LLC BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Baton Rouge, La | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2026 |
| 4 | Hightower Advisors, LLC BD affiliated | Robertson Stephens independent RIA | Providence, Ri +1 | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 |
| 3 | Hightower Advisors, LLC BD affiliated | Indivisible Partners independent RIA | Chicago, Il | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2025 |
| 2 | Hightower Advisors, LLC BD affiliated | Indivisible Partners independent RIA | Birmingham, Al | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2025 |
| 3 | Hightower Advisors, LLC BD affiliated | Dsg Capital Advisors, LLC no RAUM | Edina, Mn | Affiliated broker-dealer or bank to a newly registered adviser | Aug 16, 2024 over 4 d |
| 2 | Hightower Advisors, LLC BD affiliated | Dsg Capital Advisors, LLC no RAUM | Chicago, Il | Affiliated broker-dealer or bank to a newly registered adviser | Aug 16, 2024 |
| 2 | Hightower Advisors, LLC BD affiliated | Granite Islands Private Wealth, LLC no RAUM | Madison, Ct | Affiliated broker-dealer or bank to a newly registered adviser | Apr 9, 2024 |
| 2 | Hightower Advisors, LLC BD affiliated | Robertson Stephens independent RIA | Chicago, Il | Affiliated broker-dealer or bank to independent RIA | Feb 29, 2024 over 14 d |
| 6 | Hightower Advisors, LLC BD affiliated | Captrust institutional | Wilmington, Nc +2 | Other | Oct 28, 2022 |
| 5 | Hightower Advisors, LLC BD affiliated | Fortress Wealth Planning independent RIA | Ponte Vedra Beach, Fl | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2021 |
| 4 | Hightower Advisors, LLC BD affiliated | Onedigital institutional | Hunt Valley, Md +1 | Other | Jun 7, 2021 over 1 d |
| 2 | Hightower Advisors, LLC BD affiliated | True Wealth Advisory Group independent RIA | Coral Gables, Fl | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2021 |
| 2 | Hightower Advisors, LLC BD affiliated | Ldintelligence LLC other | Palm Desert, Ca | Other | Jan 25, 2018 |
| 9 | Hightower Advisors, LLC other | Verdence Capital Advisors, LLC no RAUM | Hunt Valley, Md | Other | Jun 30, 2017 |
| 5 | Hightower Advisors, LLC other | Gryphon Financial Partners no RAUM | Columbus, Oh | Other | Jun 30, 2017 |
| 2 | Hightower Advisors, LLC other | Verdence Capital Advisors, LLC no RAUM | Reston, Va | Other | Jun 30, 2017 |
| 3 | Hightower Advisors, LLC other | Fortem Financial, LLC no RAUM | Palm Desert, Ca | Other | Jul 15, 2016 |
| 4 | Hightower Advisors, LLC other | Pagnatokarp Partners, LLC no RAUM | Reston, Va | Other | Mar 10, 2016 |
| 3 | Hightower Advisors, LLC other | Cresset Asset Management, LLC no RAUM | Reston, Va | Other | Mar 10, 2016 |