Hightower Makes Strategic Investment in Smith Anglin

Hightower Invests in Lindbrook Capital

May 13, 2025

Wealth Management

Hightower Advisors has made a strategic growth investment in Lindbrook Capital, a bicoastal wealth management practice with approximately $3.8 billion in AUM and a ~10-person team. Lindbrook will join Hightower’s advisor community while preserving investment autonomy and gaining access to Hightower’s operational resources to expand client services.

Hightower Advisors Acquires Farr, Miller & Washington

July 27, 2021

Financial Services

Hightower Advisors has acquired Farr, Miller & Washington, a Washington, D.C.-based wealth management firm with approximately $2 billion in AUM and 20 employees. Michael Farr will join Hightower as Chief Market Strategist while Farr, Miller & Washington's advisory business and team integrate into Hightower's advisor platform to expand capabilities and service offering.

Hightower Makes Strategic Investment in Financial Planning and Information Services (FPIS)

November 5, 2024

Wealth Management

Hightower has made a strategic investment in Financial Planning and Information Services (FPIS), a 16-person wealth management and financial planning team based in De Pere, Wisconsin with over $1.1 billion in AUM. FPIS will retain its brand and leadership while gaining access to Hightower's national resources, including trust and tax capabilities, to support growth and succession planning.

Broad Sky Partners Invests in Smith + Howard Advisory LLC

November 15, 2022

Professional Services

Broad Sky Partners, a New York-based private equity firm, has made a strategic investment in Smith + Howard through Smith + Howard Advisory LLC. The investment will fund expansion of advisory services, geographic growth, and technology initiatives as Broad Sky builds Smith + Howard as a platform for future acquisitions and growth.

TC Wealth Partners Acquires EFG Advisors

February 8, 2023

Wealth Management

TC Wealth Partners, supported by parent Hightower Advisors, has acquired EFG Advisors, adding about $800 million in AUM and creating a combined firm with roughly $2 billion in AUM. EFG will operate under the TC Wealth Partners name and the transaction is intended to expand the combined firm's wealth, estate and life-insurance planning capabilities across the Chicago area and beyond.

General Atlantic Makes Minority Growth Investment in HighLevel

April 11, 2024

Cloud & SaaS

General Atlantic has made a minority growth investment in HighLevel Inc., a Dallas-based provider of sales and marketing automation software for marketing agencies and SMBs. The capital will support product and AI investments and accelerate HighLevel's growth while PeakEquity Partners remains an active shareholder.