Hightower Advisors to Acquire Journey Strategic Wealth

Hightower Makes Strategic Investment in Smith Anglin

May 21, 2025

Wealth Management

Hightower Advisors made a strategic/growth investment in Smith Anglin, a Dallas-based wealth management and financial planning practice with about $2 billion AUM and a 34-person team. The move brings Smith Anglin into Hightower's advisor community to accelerate growth, leverage Hightower's integrated tech stack and value-added services, and expand Hightower's advisor network with aviation-focused clients.

Journey Strategic Wealth Adds MDL Wealth Advisory Team

August 21, 2024

Wealth Management

Journey Strategic Wealth announced that the MDL Wealth advisory team — led by founder Michael LaBarbera and including advisors Ted Albrecht, Carol Liddy and Sheila Meneses — has joined its RIA platform, bringing roughly $200 million in advisor AUM and raising Journey's total AUM to $3.7 billion. The move establishes Journey's presence in Tampa and expands the firm's national footprint while providing MDL Wealth with Journey's middle- and back-office infrastructure and investment operations.

Allworth Financial Acquires Advisory Teams and Client Relationships from Journey Advisory Group

November 1, 2022

Wealth Management

Allworth Financial acquired the advisory teams and client relationships from Journey Advisory Group’s Gold River, California and Temple, Texas offices, adding approximately $215 million in AUM. The transaction expands Allworth’s regional presence and client base while allowing Journey Advisory Group to focus on its Midwest operations.

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.

Ty J. Young Wealth Management Acquires Senior Wealth Advisors

March 12, 2026

Wealth Management

Ty J. Young Wealth Management has acquired Cincinnati-based Senior Wealth Advisors to expand its presence in the Midwest. The deal integrates Senior Wealth Advisors into Ty J. Young’s national platform, giving Senior Wealth Advisors’ clients access to broader investment management, retirement planning, and insurance services.

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.